BenSelect:Admin:Case Info:Custom Fields:CustomFields
From Selerix
Revision as of 20:11, 8 October 2021 by Shannon Krakosky (talk | contribs)
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. Use the drop-down menu to choose for the field to display on the Personal Info page or on the Employment page.
- 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.