Managing the Fields of a Data List

When a data list is created on behalf of a customer, it may initially contain one or more fields for collecting data, depending on the chosen template. Either way, you can modify the fields in a list to include more or less information, as needed.

Every list has access to a large number of potential fields. Only fields that are included in a list can be modified. The following describes how to include and exclude fields, and how to modify included fields.

Implementation

1. Access the Lists of Customer Data page for the intended customer.
   How do I view data lists for a specific customer?

   1. Access the resources page for the intended customer.

      How do I access resources for a specific customer?

      1. Access the details page for the intended customer.

         How do I access the details of a specific customer?

         1. Type the customer’s name into the search field at the top of any page.
         2. Click the intended customer in the search results. This opens the Customer Details page.

      2. Select the Customer Resources tab.

   2. Click the Lists of Customer Data hyperlink.

2. Locate the intended list and click its Edit Fields and Basic Settings link.
3. Scroll down to the Fields section.
4. Tick the In Use check box of any field you wish to include in the list. Un-tick the check box of any field you wish to exclude.

   

5. Scroll to the bottom of the page and click Save Changes.
6. Any newly-included fields can now be modified. Locate any you want to configure and use the various properties to make the necessary changes.
   How do I modify a list field?

   Property	Description
   Field Name	The descriptive name of the field, as it will appear to people adding data to the list. It should clearly indicate the purpose of the field's values.
   In Use?	Whether or not this field should be included in the list when adding to—or making use of—its values. Only included fields can be modified.
   Data Type	Select the type of value that this field will hold. Changing type can restrict the values collected, so ensure you have selected an appropriate type each field. If you change the data type of a field, it may impact the existing data stored in that field. To avoid data loss, ensure you have the correct type selected before proceeding with any changes. You should click Save Changes after finishing updating data types. This ensures the remainder of the properties for the field are shown correctly.
   Options	This setting is only relevant to certain data types: For String fields, this determines the maximum number of characters that can be entered in the field. For Drop-down List fields, this determines the options available in the list. Type each option on a new line by pressing the Enter key.
   Change Order	Use the arrow buttons to move any field up or down the order of appearance within the list. You can also manually choose the order number of a field using the associated drop-down.

7. When you have finished, scroll down and click Save Changes again.