Creating Customized Fields

You can add up to 15 customized fields to an event. In the Customized Fields grid on the Event - Update window, select the button in the Details column to display the Customized Field dialog box.

How do I? and Field Help

Complete the following steps to create a customized field.

1. In the Customized Label field, enter the label of the field.
2. Select the Field Type down arrow to select Calendar, Checkbox, Listbox, Text, List of All Products, List of Certificates, List of Loans, or List of Shares. Select List of All Products, List of Certificates, List of Loans, or List of Shares from the Field Type dropdown list to display a customized dropdown list containing only the products and services related to the member.
3. Select the Use Field checkbox to display the field on the event window.
4. Select the Required checkbox to make the field required.
5. If you select Listbox in the Field Type field, select Add More List Items to add a blank row to the List Box Items grid.
6. Enter the description of the valid value in the Description column.
7. Select the Default checkbox to identify the default value.
8. Select Save to save the customized field.

If the field type is Listbox, you can select the Del checkbox to delete an item from the list, select the Hide checkbox to hide an item in the list, or select the Default checkbox to identify the default value.

You can use the Checkbox field type to indicate a Yes (checked) or No (unchecked) answer for items listed in the event’s Detail group box. Using a checkbox instead of a list box with Yes and No selections makes it easier to complete the information and move through the event process faster.

The technical interpretation of the checkbox values are True for checked and False for unchecked. Portico redefines the values True and False as Yes and No, respectively. If you include True or False values in a customized text box field or include these as selections in a customized list box, Portico displays Yes for True and No for False for those fields in the event’s audit log and printed report.

Once a customized field is in use, you cannot change the field type nor can you delete the customized field from an event. If there have been no events created, you may rename the existing field. You may also hide the field by clearing the Use Field checkbox.