You can create multiple custom lookup fields (which are values) under custom attributes through this settings screen. The custom attributes are created by super-admin (ARC internal team) from back-end. Once these custom attributes are created (from back-end) these are associated with each file in the account. These custom attributes are displayed as columns on the right-side file view grid on the Folders & Files screen. You can select the custom lookup fields as values of custom attributes in the Folders & Files screen. The selected values are displayed under the custom attribute column of each file. Refer to Add/Modify Attributes help file for more details
Follow the given procedure to access the Custom Lookup Fields Screen.
Open the application and then navigate inside a campus.
Click on button at the top right-side corner of the screen to access the Settings Main Menu. This menu is displayed below.
3. On the 'Settings' menu click on Custom lookup fields menu item [highlighted in the screenshot above] to access Custom lookup fields screen.
Screenshot below displays the Custom lookup fields screen:
The Custom Attributes are viewed on the left-hand panel of the screen. Only the Super-Admin user can create the attributes from back-end (through code changes) on request from client (account owner) within the application. These custom attributes are displayed as columns on the right-side file grid view on the Folders & Files screen of a campus.
The custom attribute can be of various type like input type (where user needs to enter values), date type (where user needs to select date from a calendar) or selection type (where user needs to select values). The type is determined by the super-admin during creation of the custom attribute from back-end. Only the selection type custom attributes are displayed on the custom lookup fields screen.
You can create the custom lookup fields which are basically the values to be selected for custom attributes.
The Custom Fields present under specific custom attribute can be viewed on the right-side panel of the screen. The custom field will appear for selection within the Custom Attribute drop-down fields under Modify Attributes screen. Refer to Add/Modify Attributes help file for more details. The selected custom fields from the custom attributes drop-down will be displayed as values under the Custom Attribute column for each file on the Campus Folders & Files screen. This is shown below.
The column heading in the above screen is the Custom Attribute and the column values are the selected Custom Fields. Operations that can be performed on Custom Lookup Fields screen:
Clicking on any Custom Attribute, will change the name of the screen to the name of the attribute and will display all the custom fields under the attribute under the right-hand panel.
Click on any Custom Attribute and then enter a new custom lookup field name within the textbox provided at the top of the screen and press [Enter] button on the keyboard. This textbox is highlighted in the screenshot below:
As soon as you enter the new custom lookup field name, it is added under the selected custom attribute. The newly added field is displayed on the right-side grid.
Click on button to modify the name of the custom lookup field within the same textbox where the name was added.
Click on button to delete the custom lookup field.
Click on (More button) to import or export custom lookup field list.
Click [Import] to import a CSV or Excel file containing Custom Lookup Fields under a selected custom attribute from your local system.
Click [Export to CSV] to export a list of custom lookup fields in CSV file format which can be saved inside the local system and opened using the excel program.
- Click [Export to Excel] to export a list of custom lookup fields in an excel file which can be saved inside the local system
In the end, click on [Save] button present at the top right-side corner of the screen to save the newly created lookup fields under a custom attribute or update custom lookup field name.