Content
- Introduction
- Explanation and Purpose of Custom Fields
- Security Level Requirements and Access
- Custom Home Fields
- Custom Home Field Types
- Agency Logo
Introduction
This article is meant to provide you with details on the Custom Tab in Organizational Preferences such as creating custom home fields and updating your agency logo.
Explanation and Purpose of Organizational Preferences
Organizational Preferences is the configuration control center for your agency’s extendedReach system. The Custom Tab allows you to create custom fields for the home side in extendedReach.
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 Organization Settings and click on “Organizational Preferences”.
Image: Organizational Preferences Access Screen
Custom Home Fields
This section allows you to add up to 10 custom fields for homes in extendedReach. The fields will appear in a section called "Custom Fields" on the home General tab.
To get started, go to the Custom tab found in Organization Preferences.
- 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: Organizational Preferences - Custom: Custom Home Fields
Custom Home 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
Agency Logo
Add your agency logo here by clicking on the paperclip icon and uploading the logo image. The image can be used as a field code for word documents, on invoices, and in the Foster Family Website.
Image: Organizational Preferences - Custom: Add logo
