Difference between revisions of "Field Sets"

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Revision as of 16:29, 28 December 2017

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Field Sets

The Field Sets were originally part of Data Extraction Formats, under the choose what to print section. These have been separated from the Data Extraction Formats, with an option to select which fieldd set is linked to the format. The Field Sets are used through out the system, to determine what to display or report/extract. Projects will also utilise the Field Sets, to determine what fields are required for the service. The individual user record specifies which projects the user can access. The system will look at the users available projects to display the fields required. The user will not be displayed fields that are not required by the project.

Creating/Editing Field Sets

In the menu search tool, type Field, then click on Filed Sets.

File:Gdpr field search.png

If you wish to edit an existing field set, simply click on the underlined name.

File:Gdpr field name.png

To create a new Field Set click on the 'Create Field Set' Button.

File:Gdpr field create.png

Type a name for the 'Field Set Name' box.

File:Gdpr field newname.png

To find the fields you wish to add you can either list them Alphabetically or use the Filter Fields box.

File:Gdpr field find.png

Simply select the tick box by the required field to select it.

File:Gdpr field select.png

When finished click on the 'Save Details' button at the bottom of the list.

File:Gdpr field save.png


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