Creating Custom Fields
Custom Fields are highly customizable data entry fields that a district can use to capture or convey information that Incident IQ’s default entry fields do not. Using these, you can enhance what data you can gather with event requests.
Creating new Custom Fields in Events is the same as in existing iiQ products. First, the Custom Field must be created, and then the Custom Field must be associated with the Events component with or without filters to determine which Custom Fields appear on which Events.
You can access custom fields by selecting Administration > Custom Fields from the left sidebar.
Custom Field Definitions
The first step in creating a custom field involves setting up a field definition. These determine the custom field you are making and the kind of data you wish to capture.
To create a new definition, click on the Field Definitions tab and the + New Custom Field button.
The required and optional fields for a New Custom Field Definition are listed below.
Name | Required | Display name of the field |
Description | Optional | Short description for added context |
Field Type | Required | Type of field to be displayed, such as text, number, or on/off.
|
Contains Sensitive Info | Optional | This field is not used for Organization |
Required | Optional | Identifies if the field must be filled out for the Organization to be saved |
Requestor Visible | Optional | This field will make the field visible to the requestor when creating a new organization. |
Number of Instances | Required | This field is not used for Organization but will default to one |
Click Save. Once saved, you’ll see your new definition in the list of available field definitions.
Pagination and Search are available on all tabs on the Custom Fields page. Search makes created fields easier to locate—you can search for anything in a field definition name. For Pagination, the default number of fields per page is 100, but you can choose 10, 20, 50, 100, 200, or 1000 in the dropdown.
Creating Field Definition Groups
Once you have field definitions, you can decide where to enable them.
To enable a Custom Field to an Event, navigate to Administration > Custom Fields, click on the Organization tab, and select Add Field with New Conditions. A new window will be displayed, allowing the user to select the definition to be enabled.
The definition field will appear in a new section underneath the Custom Fields column. You can add one or more definitions as a group that shares the same conditions by clicking Add Field.
To narrow down where this custom field appears, add a condition(s). Click Add Condition, select a filter category, and narrow it down to the condition for that group. Click Save Filter, and the new condition will appear under the Conditions column.
Select the Custom Field to add to the Organization
If required, click Add Condition
Select which filters to apply to the Custom Field
Save Filter
Please note: If you do not add a condition to the group of custom fields, they will be available on all objects in the category you added to.
Additionally, a new field group will appear every time you select Add Field with New Conditions. Using this method, you can create sets of custom fields and conditions that you can quickly and easily refine as needed.
Customize the Order of Custom Fields
You can drag and drop each custom field for different conditions to customize the order.
Removing/Editing Definition Groups
You can Edit or Remove a custom field in a field group by clicking the Edit or Remove buttons on the right side of the listed field.
Please note: this will only remove the custom field from its selected location.
To edit a condition, click on it to open the filter window and make your changes. If you need to remove a condition entirely, hover over the top right corner of the condition and click on the X that appears.
Important Note: All stored data from custom fields is retained even when the custom field is removed. Removing a custom field will only affect the ability of users to enter or view any data related to these features.
Editing/Deleting Field Definitions
You can edit or delete any custom field definition by selecting the Edit button then make revisions to your field definition. You can also delete the field definition from here.
Important Note: All data previously captured and stored from custom fields is retained even when the custom field is removed. Although this data becomes hidden, it can be recovered for future use.
Filtering by Organization Custom Fields
Custom Fields can be added to Organizations in Events, those custom fields are available as filters in both the Organizations grid and the Organizations Rules.
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Hannah Bailey - Director, Customer Engagement