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

Configure both standard and custom fields for display in the grid (also called the listing) and forms (at both top and sub-levels). Fields can also be marked as required entry on a form, and tooltips can be added for additional context. 

Configure Fields

1. Click the Open Fields Config icon in the master header.
   
    

2. From the Fields Config window, select the panel 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 text is entered, the list updates based on the 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).

   Tip: Customize the grid by enabling or disabling the visibility of up to 25 top-level, out-of-the-box fields from the Basic Details section. At least one field must remain selected.

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 includes '(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 on the form.
11. Tooltip: Displays the tooltip associated to the field on the form. Users can add tooltip text. The entered tooltip displays when the user hovers over the 'i' icon on 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 top-level and sub-level forms.

1. From the Fields Config window, click to select the panel or subsection in the left navigation where a custom field is to added.
2. Click the Add Field button. A new row is added to the top of the grid.
   
    
3. Form Visibility: Selected by default. The new field displays in the form.
4. Required Field: Select the checkbox to require this field on the form.
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 the field and select from the drop-down: text, number, date, or picklist.
7. Picklist: If the field type is Picklist, click the field and select a picklist from the drop-down list. This includes both standard and custom picklists, as well as elluminate configuration items. The elluminate configuration items are: Therapeutic Areas, Investigational Products (Compound), Programs, Phases, Study Type (Study Types), Endpoints, Controls, and Blindings. elluminate configuration items can be updated within Platform Administration > Configuration.
8. Section: Click the field and select from the drop-down: Basic Details, Rates and Milestones, or Milestones. In most forms, Basic Details is the only available option. Some forms have two tabs, such as Studies, Study Sites, and 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 displays. This creates a new group within the same section. Pre-defined groups display at the top, followed by custom groups in ascending alphanumeric order. If no group name is entered, the new field appears in the Custom Fields group at the bottom of the form within the same section.

   Tip: To move a custom field into an existing group, click the 6-dot icon and drag the field to the desired location. Custom fields can also be dragged to reorder their display within the Custom Fields groups in the section.

10. Tooltip: Optionally, add a tooltip. The tooltip displays when a user hovers over the 'i' icon next to the field name on the form.
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, select the panel or subsection in the left navigation that contains the custom field.
2. Scroll to the row of the custom field to edit.
3. Click in the field values and make the required changes.
4. Click Save.

Delete a Custom Field

Only custom fields can be deleted. Fields that contain existing data cannot be deleted.

1. From the Fields Config window, select the panel or subsection in the left navigation that contains the custom field.
2. Scroll to the row of the custom field 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 in the upper-right corner.
3. Select Excel or CSV. The file downloads to the computer.