Create a custom field template

The following users can create custom field templates:

• Organization Best Practice Library: users with the Maintain Organisation Best Practice Library permission

• Business unit Best Practice Library: users with one of the following sets of permissions:

  • the Manage Business Unit Best Practice Library permission for the business unit

  • the Access Across Business Units AND the Manage Business Unit Best Practice Library permission

• Project/dept Best Practice Library: the Project Administrator

To create a custom field template:

1. Navigate to the Best Practice Library for the Organization, business unit or project/dept.

2. Select the Custom Field Templates tab.

   The Custom Field Templates page is displayed.

3. Click Create Custom Field Template.

   The Create Custom Field Template page is displayed.

4. Enter information as required in the relevant fields.

   Field	Description
   Short Grid Column Name	The short name of the custom field template, for use in column headings.
   Name	The name of the custom field. See Admin FAQs: Are there names which can't be used for custom fields? for details of custom field names that should not be used.
   Type	The type of the custom field (see Custom field templates).
   Mandatory When Displayed	Select Yes to make the custom field a required one.
   Confidential Access	Select Yes to make the custom field confidential.
   Visible in Contractor Portal	Select Yes to make the custom field visible on the Contractor Portal.
   Read Only	Select Yes to make the custom field read-only.
   Always Editable	Select Yes to allow the value of the custom field to be edited regardless of the state of the communication, i.e. so that it can be edited when the communication is no longer in Draft.

5. If you selected Pick List Select Single as the Type of custom field, you must add a list of pick list options:

   1. Under Choose Pick List Options, enter the name of the first option in the Description field and click Add.

      The first option is displayed in a list below.

   2. Add further options by entering the name of the option in the Description field and clicking Add.

   3. You can delete options by clicking or edit the option by clicking . Click Update after editing to confirm any changes made to an option.

6. Click Save to create the custom field template.

   The Custom Field Templates page is displayed.