Creating and using custom fields | ClearPoint Strategy

Creating and using custom fields

Admin Options

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.

Instructions

Adding a custom field.

1) Click on ‘Admin Options’ from under ‘System Settings’.

2) Click on ‘Custom Fields’. A new window will appear.

3) Custom fields are associated with only one type of element. Click on the appropriate element tab.

4) To add a new custom field, click on the Add icon in the top right corner. A new window will appear.

Editing a custom field.

5) To edit an existing custom field, click on the edit icon next to a custom field. A new window will appear.

6) Name the custom field.

7) 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 – Creates a link to a chart elsewhere in ClearPoint. Available to Professional and Enterprise Plans.
Data Grid – Places a custom layout on a detail page. Available to Professional and Enterprise Plans.
Scorecard Grid Header – Places a header at the top of a grid on a summary page.
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.

8) 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

9) 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. It was also not be available for reference in a Master Measure template Reference Series.

10) Click the save button to finish editing the custom field.

Reordering custom fields

11) Drag and drop the field to the proper place in the list.

12) Click ‘Save Order’.

Using a custom field

1) From the appropriate detail page, click on ‘Edit Layout’ from the Edit dropdown menu. A new window will appear.

 

2) Drag the field onto the layout.

3) Click ‘Save’.

4) The field can now be edited from the detail page.

5) Like other fields, the custom field will also be accessible in the Edit window even when it is not pulled onto the page.