Permissions: Users must have the ODR Configure privilege to configure fields. 

Fields can be configured to display in the grid (also referred to as listing) and in the forms (top level and sub level). Fields can be marked as required entry in a form, and tooltips can be added. 

Configure Fields

1. Click the Open Fields Config icon in the master header.
   
   
   
2. From the Fields Config window, select the panel you want to configure from the left side of the window. Click the side arrow next to a panel name to expand the panel and display subsections. Fields in both topforms and subforms can be configured.
   In this example, Investigational Product is selected. 
   
   

    

   Tip: A Search field is available; as you enter text, the list updates based on your entry.

   
   

   Note: Checkboxes that are grayed out indicate they are required and / or cannot be changed.

3. Grid Visibility: Check the box to include the Field Name as a column in the grid (listing).
4. Form Visibility: Check the box to include the Field in the form.
5. Required Field: Check the box to make the field a required entry in the form.
6. Field Name: Displays the Name of the field.
   

   Note: The field name for 3-part fields within Rates and Milestones will include '(Baseline, Planned & Actual),' indicating that this field displays as three distinct fields (Baseline, Planned, and Actual) within the form.

7. Field Type: Displays the type of field.
8. Picklist: Displays the name of the picklist (if applicable).
9. Section: Displays the section where the field is located on the form.
10. Group Name: Displays the name of the group where the field is in the form.
11. Tooltip: Displays the tooltip associated to the field on the form. Users can add tooltip text. The entered tooltip will display when the user hovers over the 'i' icon in a form.
12. Delete icon: A Delete icon is available for added custom fields only.
    

    Tip: When a change is made, (Modified) displays next to the panel or subsection name.

13. Continue configuring all the panels.
14. Click Save. A confirmation message displays the number of fields updated.

Add a Custom Field

Custom fields can be added to a top-level and sub-level forms.

1. From the Fields Config window, click to select the panel or subsection in the left navigation where you wish to add a custom field.
2. Click the Add Field button. A new row is added at the top of the grid. 
   
   
   
3. Form Visibility: By default, this is checked. The new field will display in the form.
4. Required Field: Check the box if the field is required.
5. Field Name: Enter the field name. This is a required field; it is outlined in red until text is entered.
6. Field Type: Click in the field and select from the drop-down - text, number, date, or picklist.
7. Picklist: If the field type is picklist, click in the field and select a picklist from the drop-down.
8. Section: Click in the field and select from the drop-down - Basic Details, Rates and Milestones, or Milestones. Within most forms, the only selection will be Basic Details. Some forms have 2 tabs (i.e., Studies, Study Sites, Regulatory Submissions), therefore the selections could include Basic Details, Rates and Milestones, or Milestones. 
9. Group Name: Enter a group name where the new field will display. This will create a new group within the same section. Pre-defined groups will be shown at the top, followed by the custom groups in ascending alphanumeric order. If no group name is entered, the new field will automatically appear in the Custom Fields group at the bottom of the form in the same section.
   

   Tip: To move a custom field into an existing group of the form, click on the 6-dot icon and drag the custom field to the desired location. You can also drag custom fields to arrange how you want them displayed in the Custom Fields groups of the form within the section.

10. Tooltip: Optionally, add a tooltip. The tooltip shows when a user hovers over the 'i' next to the field name.
11. Continue adding custom fields. Notice (Modified) displays next to a panel name that have pending changes.
12. Click Save. Custom fields are added to the bottom of the list. Scroll to see all fields.

Edit a Custom Field

1. From the Fields Config window, click to select the panel or subsection in the left navigation where you wish to edit a custom field.
2. Scroll to the row of the custom field you wish to edit.
3. Click in any of the fields and make needed changes.
4. Click Save.

Delete a Custom Field

Only custom fields can be deleted. Fields that have been added and have data already entered cannot be deleted.

1. From the Fields Config window, click to select the panel or subsection in the left navigation where you wish to delete a custom field.
2. Scroll to the row of the custom field you wish to delete.
3. Click the Delete icon at the far right of the row.
4. Click Save.

Export Fields Configuration

1. Click the Fields Config icon in the master header. The Fields Config window  opens.
2. Click the Export icon at the top right.
3. Select Excel or CSV. The file downloads to your computer.