Viewing the Customized Field List

Related Topics

The Customized Fields - List window lists Portico fields that can be customized by your credit union, including the maximum field length, credit union-defined field label, field location, type of field and whether the field is currently in use. To access the Customized Fields - List window, under Administration on the Portico Explorer Bar, click Customization. On the Customization top menu bar, click Fields on the menu bar, then click Customized Fields.

Customized Fields - List

How do I? and Field Help

Click any of the column headings with an arrow to sort the grid in ascending or descending order by the column heading. The column heading with the bold arrow indicates the column the grid is currently sorted by.

Column Heading Description
Portico Field The standard Portico name of the field.
Max Label Length The maximum length of the customized field label.
Custom Field Label

The credit union-defined field label. This label will replace the standard Portico field name in the Portico application.

Length: 15 alphanumeric

Field Location The location of the field within Portico.
Field Type

The type of field: check box, text box, list, list with data input, or calendar.

The List with Data Input option allows you to type in the field or click a down arrow to select a list of valid values. If the user types in the field instead of selecting a value from the list of valid values, the field entry will appear in green text to indicate that it was manually entered. The manual field entry may also appear in all upper case.

In Use If Yes, the field is in use.
Required Indicates if the field is required in New Members and Services. The Required column will be blank if the required option is not available for the field.