System Administrators can create custom Answer Library fields to capture additional information for enhanced reporting. These fields can be configured when Q&A entries are created or edited.
This article covers the following topics:
Navigate to the System Admin Module, select the Advance Configuration Screen, and click on Answer Library under Field Management as shown below.
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Click on the Add Answer Library Field button as shown below.
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You can enter the name of your new custom field, enter a type/sub-type, and select the group for that field. To enable/require the field, select Yes or No per requirement. Click on the Add Field button to save.
Note: Enabling the field will have the field appear on the entity's screen. Requiring the field will make it a mandatory (*) field.
There are 6 supported custom field types.
Dropdown: This is a classic dropdown field type where you can choose one option from a list. For drop-down fields, you can also configure dropdown values using the Add Values option.
Multi-Line Text: This field type includes a multi-line text area for you to input information.
Input: This field type is a single-line text area.
Currency: This field type includes various currencies. Within the sub-type, we have pre-populated currencies to choose from.
Date: This field type allows users to select Month/Day/Year date information.
Numeric: This field type includes numeric values with sub-types such as Percentage and Generic to choose from.
When you are creating a custom platform field using the Dropdown type, the subtypes available to choose from are as follows:
Single-Select: This option allows you to choose a single value from the admin-configured list.
Single-Select-With-Add: This option allows you to choose or add a new value if the value does not exist in the admin-configured list.
Multi-Select: This option allows you to choose multiple values from the admin-configured list.
Multi-Select with Add: This option allows you to choose multiple values or add new values if they do not exist in the admin-configured list.
Note: There are limits to how many custom attributes can be added per entity. To learn more about these limits, please see our full help article below: