Setup Custom Fields
- Kyle Gray (Unlicensed)
- Dan Le (Deactivated)
Step-by-step guide
Select Manage > Setup… > Scheduling. The Scheduling Setup screen is displayed.
Select the tab corresponding with the required task type.
Scroll to the Custom Fields pane.
- Click [Add New Field].
A ‘Group’ custom field is recommended when setting up new fields for the tab. Adding custom fields to a group allows the user to control how the custom fields are displayed in the task. Select ‘Group’ from the Control Type drop-down list.
Enter the control name in the Control Name text box. This name is a unique identifier used to store the custom field in the database. Special characters such as ‘?’ and ‘%’ etc are not accepted.
Enter the control label in the Control Label text box. This label is displayed in task.
Select the Border tick box to include a border around the custom field.
- Select the Display Label tick box to display the label entered in the Control Label text box in the task.
Complete the Options pane for the custom field as required.
Option
Description
Display Mode
Select the display mode for the group field. The ‘Flow’ display mode attempts to fit all the custom fields as close together and as neatly as possible. The ‘Table’ display mode displays each custom field one after another depending on the direction.
Direction
Select the direction in which the custom fields are displayed.
Number of Columns
Select the number of columns that are contained within this group.
Label Width
Enter the width of each field label within this group.
Group Width
Enter the width of the entire group.
Alignment
Select the required alignment of fields within this group.
Display Options
Select the display option for the group field.
- Click [Insert]. The Custom Fields grid is update with the new custom field.
Click [
] associated to group custom fields or use the Hierarchy drop-down list to navigate to the group custom field. All the custom fields that reside inside are displayed in the Custom Fields grid.Click [Add New Field] to add a custom field to the group custom field.
Select the required field type from the Control Type drop-down list.
Option
Description
Aircraft
Displays a drop-down list of every aircraft within the system.
Autonumber
Displays an automatically generated number starting from a base number and prefix.
Calculated Field
Displays a calculated value based on a formula involving other custom fields. For example, you may create an ‘Age’ calculated field, which outputs a numeric value based on an entry in a ‘Date of Birth’ custom field.
Checkbox
Displays a tick box that enables the user to select from true/false or yes/no options.
Checkbox List
Displays multiple tick boxes that enable the user to select one or more items.
Cumulative Time
Displays a text box which enables the user to enter an amount of time.
Date Control
Displays a picker that enables the user to select a date.
Date Time
Displays a picker that enables the user to select a date and time.
Drop-Down List
Displays a predefined list that enables the user to select a single item from the list.
Group
Groups multiple custom fields under a single heading.
Label
Displays a line of text.
Numeric
Displays a text box which enables the user to enter numerical data.
Personnel
Displays a drop-down list of all personnel within the system and when a user is selected, further information is displayed about the selected user (Contact Details, Company Details, Pilot Details or Crewmen Details).
Radio Button List
Displays multiple radio buttons that enable the user to select a mutually exclusive option.
Text
Displays a text box which enables the user to enter text data.
Time
Displays a text box which enables the user to enter time data.
Upload
Displays the upload control allowing users to upload files.
Complete the custom field options with the required settings.
Option
Description
Control Name
Enter the unique identifier for the custom field in the Control Name text box. This name is used to store the custom field in the database. Special characters such as (? % etc.) are not accepted.
Control Label
Enter the display name for the custom field in the Control Label text box. For example, you may enter a more descriptive name than that entered in the Control Name field as this field is displayed in the interface.
Border
Select the Border tick box to include a border around the field.
Display Label
Select the Display Label tick box to include the label entered in the Control Label text box for the field.
Complete the Options pane for the custom field as required. The options vary according to the selected custom field.
For example, for the ‘Drop-Down List’ control type you must specify if the custom field is required, the different list items, and if the custom field is always displayed. For the ‘Text’ control type you must specify if the custom field is required, if a multi-line text box is required, the dimensions of the text box, and if the custom field is always displayed.The Display Options field allows you to specify when the field must be displayed. The default is ‘Always’, but if you click the ‘Always’ text a dialog box is displayed which allows you to set the view rules for the field. For example, if you had a field for ‘Delays’ you may wish to display a ‘Description’ text box only when the ‘Delays’ field is selected.- Click [Insert]. The custom field grid is updated with the new custom field.
A preview of the custom field is available in the Preview pane. To modify the field, click [
], edit the required options and click [Update]. Repeat Steps 13-18 to add additional custom fields within the same group custom field.
To add additional custom fields to another group custom field, click [
] associated to group custom field or use the Hierarchy drop-down list to navigate to the group custom field. All the custom fields that reside inside are displayed in the Custom Fields grid.Repeat Steps 13-18 to additional custom fields to the selected group custom field.
Select ‘root’ from the Hierarchy drop-down list to navigate out of any group custom field and back to the original Custom Field grid to add additional custom fields outside of the first group custom field.
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