In this topic Hide
This page is used to add or edit additional custom fields for specific tables in the Table Auditing page (formerly called 'Data Dictionary').
Menu path: RME > System > Table Auditing (Search) > Table Auditing > Custom Fields for tables listed below
Tables that offer custom fields are:
• RM_PROJECT for Project core records and Research Project Request (RPR) eForms
• RM_ETHICS for Ethics core records and Ethics application eForms
• RM_PERSON for both Personnel core records and HDR Student core records, as well as HDR eForms
• RM_PUBLICATION for Research Output core records and eForms; these are referred to as "category fields"
Custom
and category fields can be used in core records and also in eForm templates
for the related domains. You cannot add a custom field to a grid, related
item, or email template. Re-label custom fields created for Research Outputs
in the Research Outputs Category page rather than the Page View. Default
values cannot be configured for Research Output fields.
1. From the RME menu, select System > Table Auditing (formerly called 'Data Dictionary').
2. Open one of the tables listed above, for which you want to add a custom/category field.
3. At the far right of the grid, click Add.
4. Complete the fields, using the table below as a guide.
5. In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button.
Field Label |
Description |
|
Table Name |
Read only Name of the table you selected |
|
Field Name * |
Mandatory Name for the field (not displayed to users) Format: Must start with an alphabetic character; alphabetic or numeric characters only with no spaces or special characters; maximum 30 characters |
|
Field Display Name * |
Mandatory Name for the field that you want to display to users Format: Maximum 100 characters |
|
Order on Page * |
Mandatory Sequence in which the custom field will be shown in the module For example “1” will be shown first, “2” will be shown second If you enter the same order number for multiple fields they will be shown in alphabetic sequence within the order number. If not specified, custom fields will be shown in alphabetic sequence. |
|
Description * |
Mandatory Information about the field such as what it is for or how it should be used so it is clear to all |
|
Data Type * |
Mandatory Indicates the format of the field, from a defined list with the following options (listed alphabetically): |
|
Category |
Category Group ID * = Custom category to apply to this field, from a defined list |
|
Date |
Date picker to appear on the page (the date can also be entered in the date field) |
|
Number |
Numeric field with numbers only Data Precision * = Maximum number of positions allowed in the field; must be 1 to 19 inclusive Data Scale = Number of decimal places, with 0 as default; must be less than Data Precision above |
|
Text |
Field to enter any characters (default) Field Length * = Maximum number of characters allowed in the field; must be 1 to 2000 inclusive |
|
Field Length |
Mandatory Maximum number of characters allowable for data entered in the field |
|
Required? |
Indicates if the field is mandatory • Yes = Custom field must be completed • No = Completing the custom field is optional |
1. Open the table with the custom field/category field.
2. In the grid, find the field and place the cursor on the row and click to select it.
3. Make your changes.
4. Click Save.
1. Open the table for which the custom field or category field was created.
2. Select one or more records by ticking the corresponding checkbox to the left of each record.
3. Click Delete to the top right of the grid. If this link is not available, you may not have permission to delete these records. Contact your RME Administrator to have the appropriate permission assigned.
4. A warning message will display: "Delete Selected Records?" .
5. Click OK to delete the selected records, or Cancel to exit without deleting.
You can use this feature to export the record details shown in the core record grid, or all details from a related item, into a CSV file.
Click Export.
In the resulting popup, indicate whether you wish to open, save or cancel the file.
Result: If opened or saved, the details will be exported. The CSV file name will include the page name and today's date.
Product Key: Modules - Core
Page ID: DAT004.htm