Field Sets

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.

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