Difference between revisions of "Field Sets"
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==Field Sets== | ==Field Sets== | ||
| − | Field Sets are used through out the system | + | Field Sets are pre-defined lists of fields used through out the system to: |
1) Add sets of extra fields to reports/extracts. | 1) Add sets of extra fields to reports/extracts. | ||
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2) Choose which fields are required for projects. | 2) Choose which fields are required for projects. | ||
| − | 3) Determine which fields are visible on organisation and people records. | + | 3) Determine which fields are visible to users on organisation and people records. This can either be set on a user level or group level, determined by a setting on the [[Users#Fields_Visible|user record]] |
===Creating/Editing Field Sets=== | ===Creating/Editing Field Sets=== | ||
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[[File:f_set4.png]] | [[File:f_set4.png]] | ||
| − | To find the fields you wish to add you can either list them Alphabetically or use the Filter Fields box. | + | To find the fields you wish to add you can either list them Alphabetically, or use the Filter Fields box. |
[[File:f_set5.png]] | [[File:f_set5.png]] | ||
Latest revision as of 15:14, 27 November 2024
In the menu search tool, type Field, then click on Field Sets.
Field Sets
Field Sets are pre-defined lists of fields used through out the system to:
1) Add sets of extra fields to reports/extracts.
2) Choose which fields are required for projects.
3) Determine which fields are visible to users on organisation and people records. This can either be set on a user level or group level, determined by a setting on the user record
Creating/Editing Field Sets
If you wish to edit an existing field set, simply click on the underlined name.
To create a new Field Set click on the 'Create Field Set' Button.
Type a name for the 'Field Set Name' box.
To find the fields you wish to add you can either list them Alphabetically, or use the Filter Fields box.
Simply select the tick box by the required field to select it.
When finished click on the 'Save Details' button at the bottom of the list.
