Add a Custom Form

PREREQUISITES: The Custom Form security function must be selected for the security role you belong to. See Security Roles for more information.

1. From the home page, click PLL and click Custom Form.

2. Click Add on the Custom Column panel.

3. Enter a name in the Table Name field. This is a required field.
4. Enter a brief definition of the table in the Table Description field.

5. In the Add Column section, enter the Column Name. This name is how the custom field is identified in the database.

6. Use the Data Type drop-down list to define what kind of data the field accepts. The options are Character, Integer, Decimal, and Date.

7. Select an Input Type using the drop-down list. The options include TextBox, CheckBox, DropDown, EncryptedText, MultiLine, MultiSelect, Password, and RadioButton.

IMPORTANT: The Input Type should correspond to the Data Type. For example, a Character data type is appropriate for a Text Box input type.

NOTE: If the EncryptedText option is selected for the Input Type, a user in Respond will only see dots as they enter data into that field. The minimum Length for an encrypted field must be set to 100.

8. In the Length field, enter the number of characters allowed in the custom field.
9. Enter the Scale.
10. In the Display Label field, enter the name for the field that users see.
11. Enter the Default Text.
12. If the field uses the DropDown input type, enter the items listed in the drop-down list in the List Item (Separated by commas) field. Put a comma between items, but not a space.
13. If the field is a required field, select the Required check box.
14. Click Add.

This adds the column to the Current Column list.

15. Click Save.

To finish configuring a custom column, follow these steps:

1. Select it from the Custom Column panel.
2. On the Apply Configuration panel, use the drop-down lists to designate which template components the custom fields in the column displays on.
3. Click Save.