The jnet Portal provides the ability to create custom fields to capture additional client defined fields. The following areas can accommodate custom fields:

  • Employment screen
  • Contract screen
  • Contractor join-up questions

These custom fields are fully configurable in terms of type, size, positioning and function. Configuration is accessed by clicking on Values on the Config menu, then selecting CustomFieldListConfigValue from the Class dropdown box, then search. Click Create to create custom fields for the area in question, and then fill out the Heading box with an appropriate title for your group of custom fields (e.g. "Admin Fields"). If custom fields have already been created, click Edit and both the fields and the heading can then be altered as required.

Custom fields have the following configurable attributes:

Type

  • Agree/Disagree: for agreement to items such as Terms & Conditions
  • Text Field: generic field allowing the user to enter any type of text. Dates should use this type
  • Number Field: this field will accept numbers and decimal point only
  • Checkbox: tickbox

Code

This is a unique identifier for the custom field which is available on reports.
For example "CUST_FLD1" or "TERMS_RECD3". Can be A-Z,_,0-9

Position

This can be left blank, in which case custom fields will be displayed in the same order as they show on the Values configuration page. To reorder the fields' appearance on the user screens, populate the box with a numeral as appropriate. The field at position 1 will appear at the top of the custom field area.

Label

This will be displayed in front of the field, and is used to describe the field purpose or instruct the user on how to populate the field.

Max size

This will limit the number of characters that the user can enter in the field. This applies only to text and number fields.

Preferred size

This will define the size of the box onscreen but will not limit the number of characters that can be entered. This applies only to text and number fields.

Required

This defines whether the field is to be made mandatory or not.

Tip text

This will be displayed as a "tool tip" from a question mark icon. A green question mark icon will appear next to the box, and a text popup will appear when the user's mouse hovers over the icon. This can be used to provide additional instructions to the user.

Tip required

Ticking this will make the tip text always visible, rather than only having it appear when the user mouses over the question mark icon.

Modes

The accessibility of the custom field to the user and the administrator(s) is set with these three options.

Privilege level

  • Normal: Users, Admins and Data Admins can access the field
  • Admin: Admins and Data Admins can access the field but not users
  • Data Admin: only those with the Data Admin privilege can access the field

Accessibility type

  • View mode: sets the privilege level required to see the field onscreen
  • Edit (new) mode: sets the privilege level required to complete the field when the form is first submitted
  • Edit (update) mode: sets the privilege level required to edit the field once the form has been submitted

A typical configuration for the mode options might be

View:normal, Edit(new):normal, Edit(update):admin

This would permit the contractor (user) to see the field onscreen, to complete the field when they fill out the form, but only an admin or data admin can subsequently edit the stored data. Another typical configuration might be:

View:admin, Edit(new):admin, Edit(update):data admin

This would not display the field to the user at all, with an admin permitted to originally populate the field but only a data admin able to subequently edit.