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 | + | ;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. | ||
;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. | ||
Revision as of 17:15, 1 November 2017
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.
