Skip to content

Adding Custom Fields to a Section

In order for a custom field to be available to insert into an report item it must first be added to a document section. This is typically done in the Template Maintenance area, although it can be overridden in the Document Assembly area.

Adding a custom field to a section is done in the Custom Fields expandable panel when editing a section. Simply select the required custom field from the drop down list and click the Add button.

A custom field can be configured as mandatory by putting a tick in the checkbox in the Mandatory column of the grid. A report item will not be able to be marked as complete until such time as custom field data is selected/entered for any mandatory custom fields.

A custom field can be removed from a section by clicking the button in the Remove column of the grid.