Custom fields will have different configurations based on the type of data stored. This section will focus on four types of custom fields:

• Fields that store free-text values

• Fields that store a single value from a prompt list

• Fields that store multiple values from a prompt list

• Fields that store a yes/no value

Before configuring custom fields in Slate, carefully consider the data being captured and how it will be leveraged in Slate.

Create Free-Text Value Fields

Fields that store free-text values are generally used to collect non-standard data. If a prompt list would not effectively capture data for a particular field, then a free-text field is appropriate. Examples of this often include Explanation, Description, or Other Item fields.

🔔 Important!

The following settings should never be changed after a field is in use:

• Scope

• ID

• Prompt

• Value

Changes to any of these may result in inconsistent and inaccurate data. 

To create a field that stores free-text values:

1. Click the Database icon in the main navigation and select Fields.

• Status

• Scope Category

• Scope - Set the appropriate scope.

• ID

• Name

• Field Type

Click here for a complete listing of all setting descriptions.