Difference between revisions of "BenSelect:Admin:Case Info:Custom Fields:CustomFields"

Revision as of 20:22, 13 September 2019

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.

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.

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.