Creating and using custom fields | ClearPoint Strategy

Creating and using custom fields

In ClearPoint, users can add various qualitative and quantitative information into default fields, such as description or analysis. Should administrators want to further customize their ClearPoint account, they can also create custom fields, which can have unique names, live in particular scorecards, and can have one of many format types. Follow the instructions below to add, edit, reorder and use a custom field.

In This Article

Adding a custom field

From under System Settings, click on Admin Options.

Next, click on Custom Fields. A new window will appear.

Each custom field can be associated with only one type of element. Click on the appropriate element tab. To add a new custom field, click on the Add icon in the top right corner. A new window will appear. Name the custom field, and click Save.

Editing a custom field.

To edit an existing custom field, click on the edit icon next to a custom field. A new window will appear.  Select a type from the Field Type dropdown menu. The types of custom fields are as follows:

String – A string (text) field of 150 characters or less.
Long Text – A string (text) field of unlimited length.
HTML Text – A HTML formatted text field of unlimited length. Displays the HTML editor.
HTML with Data – A HTML formatted text field of unlimited length. Data references can be pulled from other areas of ClearPoint through a wizard capability. Available to Professional and Enterprise Plans.
HTML Page with Data – A field similar to the HTML with Data field. Hides borders and detail page titles. This custom field was used before the creation of pod settings. With the current version of ClearPoint, this field should not be used.
Image – A field where a .jpg, .gif, or .png file can be loaded and displayed.
Numeric – A numeric field with no specific formatting.
Currency Format – A numeric field with currency formatting (ex: $9,999.99).
Integer – A numeric field with whole number formatting (ex: 9,999).
Accounting Format – A numeric field with accounting-style formatting (ex: 9,999.99).
Percentage – A numeric field with percentage formatting (ex: 12%).
Date – A date field. Displays the date picker.
User Picklist – A drop-down to select a user defined in ClearPoint. Available to Professional and Enterprise Plans.
Picklist – User-created drop-down list. Values should be separated by commas (ex: red, yellow, green).
Multiple Picklist – A user-defined list from which multiple choices can be selected. Values should be separated by commas (ex: red, yellow, green).
Boolean – Yes/No or True/False.
Chart Reference – References and creates a link to a chart elsewhere in ClearPoint. Available to Professional and Enterprise Plans.
Data Grid – References an existing summary report and includes it on a scorecard summary report or detail page. This allows for inline edits and updates to the summary reports that are referenced in a data grid. Available to Professional and Enterprise Plans.
External Link – A field that allows for a hyperlink with a custom name.
My Scorecard – A field that shows all of the elements you own.
My Favorites – A field that show all of the elements that you’ve added as a favorite.

Selecting Update Mode makes your custom field an Update field rather than an Edit field. Please see this article for more information on the difference: Editing vs. Updating.

By default, the field is available in all scorecards. If you only want this field to be available in certain scorecards, select them from the Scorecards dropdown menu.

Note: If you select specific scorecards here, the custom field will not be available in scorecards that are not selected.

Click the Save button to finish editing the custom field.

Reordering custom fields

Drag and drop the field to the proper place in the list. Click Save Order.

Using a custom field on a detail page

From the appropriate detail page, click on Edit Layout from the Edit dropdown menu.

Drag the field onto the layout. Click Save.

The field can now be edited from the detail page. Like other fields, the custom field will also be accessible in the Edit window even when it is not pulled onto the page.

Using a custom field in a summary report

Under the Measures drop down menu, select the appropriate report. Click the Edit icon. Click on the Columns tab and select Add Column. Find the appropriate custom field, which is Project Type in this example. Once you’ve selected the appropriate custom field, click Save.

Using a custom field in a scorecard summary report

Under the Scorecards drop down menu, select the appropriate report. Click the Edit icon. Scroll through the list of custom fields on the side and find the appropriate custom field to drag onto the page. Click Save.

Note: The custom field needs to be created on the Scorecards tab of the Custom Fields menu in Admin Options in order for it to be used on a scorecard summary report.