Custom Fields

In this topic Hide

About this page

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.

 

Add a custom field

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.

Custom Field: Fields (in order)

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

 

Edit custom fields details

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.

 

Delete a custom field

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.

 

Export custom field grid details

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.

  1. Click Export.

  2. 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.

 

Related topics

        Table Auditing search

        Table Auditing

        External IDs

 

Product Key: Modules - Core

Page ID: DAT004.htm