Difference between revisions of "BenSelect:Admin:Case Info:Custom Fields:CustomFields"
From Selerix
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;Type :Select the type of custom field, such as Int32 (any number), String (text), DateTime, Boolean (True/False), Money, and ComboBox. | ;Type :Select the type of custom field, such as Int32 (any number), String (text), DateTime, Boolean (True/False), Money, and ComboBox. | ||
;Label :Type a name for the label; this displays to the employee during the enrollment process, and is the name of the field saved in the BenSelect system. This is also used during a census upload | ;Label :Type a name for the label; this displays to the employee during the enrollment process, and is the name of the field saved in the BenSelect system. This is also used during a census upload | ||
| − | ;Scope : Select if you want the custom field to be tied to the Employee, Person (employee or dependent), or Coverage record. | + | ;Scope : Select if you want the custom field to be tied to the Employee, Person (employee or dependent), or Coverage record. |
| + | NOTE: Person-level Custom fields, by default, apply to both Employees and Dependents. You can now set these to show on the Enrollment site either for both, or only for dependents. | ||
;Order :Enter a number that depicts the order of the custom field. This applies to the order stored in the record, as well as displayed on the screen. | ;Order :Enter a number that depicts the order of the custom field. This applies to the order stored in the record, as well as displayed on the screen. | ||
;Description :Enter a brief description of the field usage. | ;Description :Enter a brief description of the field usage. | ||
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;Read Only on Enrollment Site :Select this option if the field is only for display, and not for editing, during enrollment. | ;Read Only on Enrollment Site :Select this option if the field is only for display, and not for editing, during enrollment. | ||
;Read Only on Admin Site :Select this option if the field is only for display, and not for editing, from a record on the Admin site | ;Read Only on Admin Site :Select this option if the field is only for display, and not for editing, from a record on the Admin site | ||
| − | ;Show on Enrollment Site :Select this option to include the custom field on the Enrollment site. Use the drop-down menu to choose for the field to display on the '''Personal Info''' page or on the '''Employment''' page. | + | ;Show on Enrollment Site :Select this option to include the custom field on the Enrollment site. Use the drop-down menu to choose for the field to display on the '''Personal Info''' page or on the '''Employment''' page. When Person is selected, you may now select to display for Employees and Dependents or Dependents Only. |
;Field is Information Only :Select this option to ensure that this field is treated as informational only and will not trigger a recalculation of any benefits on a change. | ;Field is Information Only :Select this option to ensure that this field is treated as informational only and will not trigger a recalculation of any benefits on a change. | ||
Latest revision as of 12:40, 9 October 2023
Use the following to define a new custom field for the current case.
- Type
- Select the type of custom field, such as Int32 (any number), String (text), DateTime, Boolean (True/False), Money, and ComboBox.
- Label
- Type a name for the label; this displays to the employee during the enrollment process, and is the name of the field saved in the BenSelect system. This is also used during a census upload
- Scope
- Select if you want the custom field to be tied to the Employee, Person (employee or dependent), or Coverage record.
NOTE: Person-level Custom fields, by default, apply to both Employees and Dependents. You can now set these to show on the Enrollment site either for both, or only for dependents.
- Order
- Enter a number that depicts the order of the custom field. This applies to the order stored in the record, as well as displayed on the screen.
- Description
- Enter a brief description of the field usage.
- Required
- Select this option for the field to be required for entry during enrollment.
- Read Only on Enrollment Site
- Select this option if the field is only for display, and not for editing, during enrollment.
- Read Only on Admin Site
- Select this option if the field is only for display, and not for editing, from a record on the Admin site
- Show on Enrollment Site
- Select this option to include the custom field on the Enrollment site. Use the drop-down menu to choose for the field to display on the Personal Info page or on the Employment page. When Person is selected, you may now select to display for Employees and Dependents or Dependents Only.
- Field is Information Only
- Select this option to ensure that this field is treated as informational only and will not trigger a recalculation of any benefits on a change.
