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Modify properties in an existing data field

Modify properties of existing data fields

To modify the properties of a data collection field in your system, navigate to 'Custom Fields' and click on the name of the field you wish to modify. In this example we will modify the 'Citation number' field.

Modify properties of existing data fields

Many of the field's properties are modifiable. Some are not.

  • Field Name: Modifiable. Change the name (label) that will be displayed in the system when this field is used.
  • Field type: Not modifiable. Because different types of fields collect information in different ways, this property must remain unchanged.
  • Group type: Not modifiable. This property assigns the field to cases, items or persons and must remain unchanged.
  • Required: Modifiable. Check the box to require information in this field.
  • Maximum characters: Modifiable. Determines the maximum number of characters that can be used in this field.
  • Display width: Modifiable. Determines the display width for this data collection field.
  • Default value: Modifiable. This is information that will be used in the field automatically unless altered.
  • OnChange JavaScript: Modifiable. For advanced users. Javascript placed in this field will execute when the field is activated.
Modify properties of existing data fields

In this example, we've changed the name of the custom field, un-checked the box that makes it required and added a default value. Click the Update custom field button to commit modifications.

Modify properties of existing data fields

Changes to your custom field are immediately saved and available in the system. Now, when you navigate to the case-level submission form in your system, your custom field has a new name, a new default value and is no longer required.

Modify properties of dropdown fields

Modifying the properties of a dropdown menu

In this section, we're going to modify the properties of a dropdown menu, as well as the selections that a user will see when the dropdown menu is used in the system.

For this example, we'll work with a custom dropdown menu titled 'Offense' under the case tab.

Return to 'Custom Fields' and click on the ‘Offense’ field name. You will be presented with the following screen.

Modify properties of dropdown fields

Click the image to view larger

To add new values (selections) to a dropdown menu, click the Add items button.

Modify properties of dropdown fields

Enter your new values (selections) in the text box. Make sure that each new value is on a line of its own by pressing 'Enter' (or 'Return' on a Mac) on your keyboard after each entry. When you're finished, click the Submit button to commit the changes.

Removing values (selections) from a dropdown menu

Tracker Products software ships with a number of safety measures designed to protect the integrity of your tracking information. The software is designed to prevent users from deleting values in a dropdown menu if those values are being used to store information in the tracking system. Notice that the screenshot above has two values with checkboxes next to them and three without checkboxes next to them. The absence of a checkbox indicates that the value is currently being used by your tracking system to store information relating to cases, items or persons and can not be deleted. If there is a checkbox next to the value (selection), the user can delete the value by checking the box next to it and clicking the Delete checked button.

Change the order of values (selections) in a dropdown menu

To change the sort order of values in a dropdown menu, click the Edit sort order button at the bottom of the screen.

To move value (selection) up or down on the list, select the value and then click Move up or Move down

Click Submit when you're done to commit the changes.

Next step: Global data fields