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Document Custom Fields: Searching, Reporting, and Creation

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  1. Intermediate DocumentsSession 2

  2. Agenda: • Document Custom Fields Usage: • Searching – Basic, Advanced • Reporting – Fields, Filtering, Sorting • Templates • Custom Field Creation • Applying Document Custom Fields https://quc2019.qualtraxcloud.com

  3. Custom Field Creation/Management • Requires a permission: Custom Field Administration • Unlocks the Administration > Custom Fields page, allowing you to create, edit, and remove Custom Fields used in workflows, documents, personnel custom fields.

  4. Document Custom Field Usage • Searching • Basic • Advanced • Reporting • Fields • Filtering • Sorting • Templates

  5. Basic Searching

  6. Advanced Searching

  7. Report Fields and Sorting

  8. Report Filtering

  9. Templates

  10. Custom Fields Creation • Where to Create Custom Fields: Administration>Custom Fields • Available Custom Fields for Documents • Date • List • Text • Prefix Title with - DOC (optional) • DOC = Document • Purpose: Ease of finding fields specific for documents in the entire list of system custom fields. • Example: DOC - Department

  11. Take the Survey! https://qualtrax.wufoo.com/forms/2019-user-conference-session-survey Also found in Favorites

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