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How to Create and Edit Custom Fields

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Description

In preparation for reporting and custom field merge codes, the process for creating, editing, and assigning custom fields has been refactored.

Custom fields can be used to track data for owners and other entities that is not currently accounted for within TOPS [ONE]

Location

Custom Fields can be accessed via the Admin page. A Custom Field Categories widget will display on the left beneath the Community Lists widget:

Access the Custom Field Index page by clicking on a category name or the View All button in the upper-right corner of the widget

 

Using the Custom Field Index Page

  • By default, all enabled custom field categories will display on the index page. Using the filter at the top will filter categories based on their availability assignment:

    All enabled categories:




  • By default, all disabled categories are hidden. Clicking the Show Disabled Categories and Fields button in the upper-right corner will reveal them. Disabled categories are marked as such:

 

 

Creating and Editing Custom Field Categories

  • Beneath the last category on the right or left, click the +Add a Category button to create a new custom field category. Only one category can be created at a time. To create additional categories, save or remove the current category first:

  • Category settings (except for Name) can be accessed by clicking on the gear icon. Categories have the following requirements:
    • A unique name. Categories cannot share names with other cateogries
    • An assigned Availability. This determines which type of profile page these categories and fields can be associated with (ex: Community, Property, Bank). Each category is restricted to a single Availability
    • At least one assigned community. A category will only appear for a given community that it is assigned to
    • At least one Role. The list of roles is derived from those set up on the Admin page and determine whether a given role will see these fields on profile pages
  • Additional settings include Enable Category which enabled/disable the category. All newly created categories are enabled by default. Disabled categories do not appear outside of the custom field index page
  • Category Description. This for description purposes only and does not appear anywhere else
  • Save/Close the category by clicking the check mark icon. Open it for additional editing by clicking the pencil icon:

 

Creating and Editing Custom Fields

  • Fields can be added/edited when a category is open for editing. Create a new field by clicking the +Add Field button:

  • Every field requires a field name. Field names must be unique within a given category
  • Each field is assigned a single field type, which determines what kind of data can be stored. The available field types are:
    • Boolean (True / False)
    • Date
    • Float. A decimal number. (Ex: 4.95)
    • List. Create a list of values to choose from
    • Number. A whole number. (Ex: 89)
    • Text
  • Each field has its own settings button via the gear icon. For most field types, only available setting is the ability to enable/disable a field which will hide it from profile views. List values are added here as well:
  • Use the Up/Down arrow buttons to move fields up and down within their category
  • Move a field from one category to another by cling the button with arrows button:  and select the new category from the available drop-down list: 
  • Remove a field or category by clicking the 'x' while editing a category. Categories that have values saved cannot be removed without first removing

 

Custom fields will appear on the appropriate profile view and profile edit pages after they are created. Here is an example of an owner's profile page for a category labeled 'Extra Data'

Profile View:

Profile Edit:

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