Introduction
This article is meant to provide you with details on the Custom Tab such as creating custom case fields that will show on the case General tab.
Security Level Requirements and Access
You must be an Agency Administrator to access the “Administration” menu on the left side of your Workspace. Hover over Program Settings and click on the appropriate program.
Image: Program Settings Access Screen
Custom Program Fields
This section allows you to add up to 10 custom fields for cases in extendedReach. The fields will appear in a section called Program Information on the case General tab.
To get started, go to the Custom tab found in Program Settings > Programs > Program Name.
- Label: This is what the name of the field will be (e.g. First Name. Gender, etc.)
- Type: The type of field that the information will display as (see the list of field types below)
- Default Value: Once a field type has been selected, enter any values to choose from as well as if there is a default value
- Req: Check the box "Yes" if you want to make it a required field
Image: Program - Custom: Custom Home Fields
Custom Program Field Types
When adding a custom field, you can choose from multiple field types. The following are available field types: checkbox, combo, combo (add), date, numeric, radio, select, and text.
Checkbox
Select multiple options from a list of items.
Image: Checkbox field
Combo
Allows a user to use a drop-down menu to choose one option from a list of items.
Image: Combo field
Combo (Add)
Allows a user to use a drop-down menu to choose one option from a list of items or add a new item by clicking on the green + icon.
Image: Combo (Add) field
Date
The date field requires a date to be entered in and will result in an error if text is entered in rather than a date. Dates can be selected using the automatic calendar selector.
Image: Date field
Numeric
Only allows for a number to be entered into a field. Does not allow for special characters (such as commas, periods, dollar signs, etc.). Will result in an error message if text or characters are entered in rather than a number.
Image: Number field
Radio
Allows a user to use buttons to choose one option from a list of items.
Image: Radio field
Select
Allows a user to use a drop-down menu to select multiple options from a list of items. If an items was accidentally included in the selection, click on the X next to the item name.
Image: Select field
Text
Text allows for letters, special characters, and numbers.
Image: Text field
