In order to create new fields and to make changes to existing fields, you must have access to the configuration choices in the Work Orders menu as shown below. If you don’t see these choices, please contact your system administrator to set the “Manage Workflow” in your user setting to “Yes”.

Select “Create/Update Fields” under Work Orders from the left navigation bar. This will bring you into the workflow module and open the Manage Fields window.
 

 

 

Create a New Field

 

1. In the Manage Fields window, press the “NEW FIELD” button at the top right corner. This will open a blank field window.
   

 

 

2. Enter the name of the field in the “Field Name” field.

It is recommended to search the name of the Field using the Search function to ensure uniqueness.

 

3. If you want a name to be displayed when the mouse is placed over the field name, enter the name you want to display in the “Field Hover Text” field. This is optional.
4. Select a data type from the date type dropdown list.

DataType	Attribute
Text	Small Text Box
Long Text	Large Scrollable Text Box, multiple rows allowed
Integer	e.g. 12
Real Number	e.g. 12.3
Drop Down	Custom drop down list
File Attachment	File chooser
Date	Date Picker
Structure	Chemical structures
Rich Text	Large Field, allow formatting
User List	All Users
Co-Authors	All Users (for Custom Experiments
Notebook	ELN notebook
Project	ELN projects
Experiments	ELN experiments
Registration	Registration ID (Compound/Batch)
Request	Link to another request
Foreign Link	Custom integrations
Unique ID	The system will assign an unique ID to this field
BioDrive	An editing and visualization tool of Biology Molecules

 

• If “Drop Down” is selected as the Date Type, the Dropdown Options box will be displayed. You can either select an existing dropdown or add a new set of dropdowns using the “+ New Option” button and enter the dropdown item in "Option Name” one at a time. If an existing dropdown is selected and the box next to “Keep Synced with Dropdown” is checked, any update to the custom dropdown will be synchronized with the field automatically.

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5. If the box in front of “Is Unique” is checked, the entry in this field must be unique.
6. When you finish, press “Submit” to save your changes. If you want to discard all changes, press “CANCEL”.

 

Note:

1. Field names are not required to be unique. However, it is better to search for the field name before creating the new one to ensure uniqueness. This will help to avoid confusion.
2. Once a field is created, the Field Type cannot be changed.
3. Fields created incorrectly can be disabled.
4. For numeric fields, if there is a Unit of Measure, define it in the Field Name(uL).
5. If UOM is a variable, create a Dropdown field with options
6. Use alphanumeric characters in field names, stay away from special characters. For example: use u instead of µ, use deg instead of º

 

Edit an Existing Field

 

1. In the Manage Field window, click the field item you want to edit. This will open the editing window.
2. Make any necessary change you want.
   1. All existing fields can be edited.
   2. If the data type of the field is dropdown and the field is linked to an existing dropdown, all dropdown options will be displayed. Check the “Disabled” box next to the option name will hide the dropdown option.
3. If you don’t want the field to be displayed, you can disable the field by checking the box before “Disabled”.
   
4. When you finish, press “Submit” to save your changes. If you don’t want to make any changes, press “CANCEL”.