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. To create a field that stores free-text values:
1. Click the Database icon in the main navigation and select Fields. | |
2. Click New Field. The New Field popup appears. Configure at least the following:
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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.