Equus Software

Custom Fields (CFs) are used for tracking additional data points within the Equus Platform. These fields may be used to assist clients with Assignment processes and procedures or other areas…

What are Custom Fields?

Custom field can be configured as a Drop Down field, also known as a Lookup Field.
  
First, configure the custom field as described in How to create/expose a new custom…

How to configure a custom field to be a drop down field

The Enabled checkbox can be checked to allow the user to enter a value in the custom field. This checkbox can be unchecked to disable the checkbox so that the…

How to allow users to enter a value in a custom field

Individual custom fields are either available for configuration at the system level or at the company level. Within the system, there are a predefined number of custom fields covering the different…

Creating or exposing a new custom field

The Required checkbox can be checked to require the custom field to be entered before saving the required.  This checkbox can be unchecked to disable the checkbox. Disabling a checkbox may…

How to make a custom field mandatory

The Authorization Screen Available checkbox can be checked to allow the field to be completed on the Authorization screens. If selected, there is no need to go to the Authorization…

How to make a custom field available on the Authorization screens

All Custom Fields can be amended including edited from the system. 
Note, prior to editing or deleting any fields, please take into consideration any User Reports that may be linked…

How to edit/delete a custom field

Custom fields are placed in the screens via the Edit Placement and Grid Placement sections
  
The fields in the Edit Placement section is used to determine where to place the field…

How to place a custom field on the screen relative to other existing fields

Custom Fields

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