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Adding Task Custom Fields
Who is this article for?
Users responsible for managing Custom Object Forms
Model Administrator permissions. This base functionality.
As with objects Custom Task Fields are added within the scope of the current model and apply to all its tasks. The key difference between custom task fields and object fields is that task fields are applied directly to the task whereas with objects they are added to one or more customisable forms; Therefore, all object fields are available for all object types, but you do not have to use them all. Any task field you add is added to all tasks.
1. Adding a Task Custom Fields
- Open Ideagen Healthcare Guardian Administrator
- Expand Custom Objects
- Click Custom Task Fields
The interface is divided into three sections:
Field Picker – this section lists the fields that can be added to the task definition. Here you can drag existing fields onto the form and start creating new Custom Task Fields.
Preview Panel – this section provides a preview of the fields included in the task definition where they can also be reordered, configured, and removed.
Edit Field - the section shows the customisable options available or a selected field
- Choose a field type from Create New Fields
- Drag and drop the selection into the Preview Panel
- Edit the custom field properties of the selection in the Edit Field
- Click Save Form
Custom Field Properties
Each Custom Field has a series of properties which enable you to configure how it looks and works.
| Custom Property | Explanation |
| Name | The name of the field |
| Type | The type of custom property for this field (e.g. text, list, date etc.) |
| Item List | Provide the ability to associate (or create a new) item list against custom field property that are either Checkbox List, Radio Button, Dropdown or Multi-Select List |
| Default Value for NEW instances | A value that will be assigned to the field whenever a new Object is created. This can be replaced or removed as required. The default value will not re-appear if you remove any changes. |
| Maintain History | Creates a text file audit of the values that are saved in the Custom Field. Custom Fields that have a history are indicated by a Click Icon (view history) when viewed in either View Object Mode or Edit Object Mode. Clicking on the View History Icon opens the View History Dialog for that particular Custom Field. |
| Enabled | Specifies whether the field will be shown in an enabled or disabled state. Users cannot interact with disabled fields. |
| Required | Specifies whether the field is required or can be left empty. Required fields are indicated by a red asterisk when viewed in Edit Object Mode. If a user attempts to save a form without entering a value for a required field, they will receive a warning and will need to update before being able to save. |