Knowledge Base / FAQ - LabCollector

Frequently Asked Questions

How do you create a custom field? For version 5.2x
For version 5.2 onwards.

Only accessible to super-administrator and administrator.

All modules are ready to use with a predefined data structure (fields) adapted to the expected content (Default fields). Nevertheless, you may need some extra fields or numbering options for your lab specific information.
LabCollector allows you to create unlimited extra fields in each module in order to personalize your data forms by easily adding custom fields and by editing the standard fields.

Here is an example of a record with custom fields:
image

You also have an analysis tab where you can add other custom fields separated from the main view (for more information, see KB-120):
image


Go to Admin > Data > Custom Fields

  1. Select the module where you want to add or edit custom fields in the list to the left.
  2. If possible (module dependent), choose if you want a custom field in the main form or in the Analysis tab (see above)
  3. Create a new custom field

image


Your custom fields in the list can be simply ordered by drag and drop.  You can rename the field just by clicking on the field name.

The additional icons helps you to remember the options of your field.  If you hover the mouse over the icon these details appear:
image Database field: real name in the database
image File upload stored in database
image File upload stored in disk folder
image Link field to/Limited field to
(scrolling over gives you more info)
image Included in the search bar as filter
image Searchable field
image Mandatory field
image Category field


When you add a new custom field, a form opens:




  1. Indicate the field name.
  2. You have the possibility to add an helper text visible in edition mode (appears when hovering the mouse on the field).
  3. Choose the custom field type. For more information, please read KB-97.
  4. Choose the category of your fields if needed. For more information, there are multiple KB posts.
    You can also define that the field is only available in the Analysis tab. For more information, see the KB-120.
  5. If you want to include the field value in the Module Summary line. The following field types can be selected for the Module Summary Line: Textbox, checkbox, dropdown select lists, and date types.



Options:
  • Keyword searchable: You can indicate if the field will be searchable or not. If you check YES, field data will be included in the search (using keywords).
  • Search filter: Indicate if the field will be used as a search filter or not. This function gives additional filtering for searching within a module. Only applies on Select, Date, Checkboxes and Free text field types.



  • Mandatory field: Mandatory fields must be completed when creating or editing records. Mandatory fields have a blue mark *.
  • Color: Choosing a color for the field. This can make it easier to quickly view records to find information. To select a color, open the color pallet then with the cursor on the rainbow line select a primary color. After, you can choose the final color with the viewfinder: remain press on the left mouse click and release to select. Don't forget to validate the selection with the rainbow button on the bottom right.




Once created, all the custom fields can be edited image, configured image or deleteddelete_custom_field.png.

image The edition panel is relative to the type of custom field. Usually, you can 1) change the field name, 2) change the color, 3) mandatory status, 4) change/add the category and 5) add in Summary line.
You can also convert field type, knowing that existing data will be kept:
  • From Checkbox to text or multiple select list
  • From Select list to text
  • From Text to select list (existing data will be grouped as select options)
  • From Text to checkbox (existing data will be grouped as checkbox options)
  • From Text to multiple select list

image Some fields can be configured.
You can add mask to text field.You can provide basic plain text, just by writing it in the field.  If you want an intelligent mask, write it between two ~ using the special characters below:
0 = Any number between 0-9
A = Any alphanumerical character [A-Z; a-z; 0-9]
Z = Any letter from A to Z [A-Z], uppercase
z = Any letter from A to Z [a-z], lowercase
X = Any letter from A to Z [A-Z; a-z], case insensitive



This icon image indicates that the field has a mask and if you hover over it with the mouse, the field mask appears.



Checkbox and select lists can also be configured by adding values. For more information, please read KB-97.

CAUTIONS:
  • If you delete a field, all data stored on that field will obviously be lost!
  • When editing a field, if you reduce its size, longer data may be truncated and lost!
  • Some field names can induce MySQL errors. If this problem happens, use another name.


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 Last updated Wed, Mar 30 2016 3:30pm