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Custom fields are a way to add any additional information required by your the company requires that is not already listed in one of the DCI wizards. Custom Fields can be created for the following items:
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form wizards.
To View Custom Field Values:
- Login to your profile via the DCI websiteLog in to DCI with personal profile
- Navigate to the desired details page
- Choose Select the ‘Custom Fields’ tab Custom Fields tab on the details page
- This will display the Custom Fields table where you the user can view /and filter the values for the desired object.
NOTEPlease note:
Users who have access to the
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Reports Module can view Custom Field Values across multiple objects on the Custom Field Values Report
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The results can be compared to the appropriate item type report using Excel Vlookup
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For example, to see all custom field values for Employee Profiles, the user would run a Custom Field Values Report and an Employee Report and compare the ItemID on the Custom Field
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Values Report to the ProfileID column on the Employees Report
Customer Fields can be created for the following items:
Client Profile
Employee Profile
Funding Source
Authorization
Residential Program
Day Program
Case Worker
Group Service
Parenting Program
Guardian
Vendor
Cost Center
Service Code
Regions
Client Funding Account
Employee Service Account
Client Service Account
Vendor Service Account
See the Custom Fields article for information regarding when custom fields can be created, how to add, search, view, edit, or export a custom field, and how to add or edit custom field values for a specific object.
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