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New Text Field in Custom Field Schema

Easily customize your data input fields with text options.

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Written by Ivan Jelinic
Updated over 4 months ago

Purpose

On the Custom Field Schema page, the New Text Field feature allows users to add a Text Field to a Custom Field Schema. This enables customization tailored to your data collection needs.

What can you do with it?

The goal of the New Text Field is to enhance personalization in data management. By utilizing this function, users can incorporate tailored text fields into any Custom Field Schema, improving data capture precision and relevance.

How is it done?

  1. Navigate to the Custom Field Schema Page: Begin by accessing the Custom Field Schema page within the Quality module.

  2. Initiate New Text Field: Select the option to create a New Text Field to add a flexible text input to your schema.

  3. Complete Required User Inputs:

    • Label: Define a clear and descriptive label for easy identification.

    • Description: Offer additional details about the field to promote clarity.

    • Info Icon: Include an icon that provides extra context (if needed).

    • Placeholder: Enter hint text to guide user input effectively.

    • Default: Set a default value to streamline initial user interactions.

  4. Select Input Options:

    • Choose between a Text Field or Text Area based on the data length and complexity requirements.

  5. Review and Confirm: Double-check all entries and ensure accuracy, then confirm to save changes.

Important Considerations

  • Ensure the Label is concise yet descriptive to prevent confusion.

  • The Placeholder should offer clear input guidance but not replace a label.

  • Set a Default value when it's beneficial and does not limit user input variety.

Best Practices

  • Regularly review Custom Field Schemas to maintain data relevance and accuracy.

  • Leverage the Description field to avoid user misunderstandings.

  • Utilize the Info Icon for fields requiring additional explanation.

  • Test the default settings to ensure they do not disrupt typical user workflows.

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