Field Sets

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

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Field Sets

Field Sets are 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 on organisation and people records. Because the user record specifies which projects a user can access, the system will look at the user's available projects to display the fields required. For example, a user who only has access to a telephone befriending project might only see the name and telephone fields of the person they befriend, because the befriending project only uses a Field Set called "Name and number".

Creating/Editing Field Sets

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

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

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

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

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

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

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