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In v5.0, you can configure the custom fields on the distribution protocols (DP) page to record additional information such as lab number, center, etc. Once added, the pages will look like this:

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Info

Note: iLab Number and Cost Center are custom fields

Create a new Form

To configure custom fields at any level, you have to first create a new custom form (using the forms tool), which contains the fields that you want to be displayed on the DP or DP requirements pages. Refer to ‘How to create a form?’ to create a new form.

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  1. Go to the forms list page.

  2. Click on the 'Spanner' icon of the form (containing the desired fields) to be attached.

  3. Select level as ' DP Requirement Custom Fields' from the 'select level' drop-down

  4. Click on 'Attach Form'

Adding custom fields to Order level

Introduction

Often, you need to collect additional data with each Order. E.g., shipping address, MTA document etc. 

In v5.0, you can create a custom form with fields to be displayed on the 'create orders' page. This can be configured either at the system level or distribution protocol (DP) level. 

Level

Description

System

Default custom fields for all the DPs.

DP 

This overrides the system configuration. This is useful when you want to collect different data per DP.

Steps

Step-1: Create a custom form

Refer to the wiki page on How to create a form?. Save and note the form identifier (The numeric code at the end of the URL).

Info

Note: Do not attach the form to any level as following the steps below will automatically attach it to ‘Order Custom Fields’ level

Step-2.a: Configure at the System level

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  1. Login as super admin

  2. Go to Home→ Settings→ Administrative→ Order Custom Fields Form

  3. Specify the identifier of the saved form

  4. Update the property

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Step-2.b: Configure at Distribution Protocol level

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  1. Go to the ‘Distribution Protocols’ list page.

  2. Create new or edit the existing distribution protocol

  3. Select the custom form that you created from the ‘Order Custom Fields’ drop-down

  4. Click on 'Create' or 'Update'

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Once configured, the Order page will look like this:

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Info

Note: 'Shipping address' and 'MTA document' are custom fields.

Create a query for custom fields

Order level custom fields can be queried using the query interface and displayed on the query results page.

Info

Note: You will only be able to query the custom form fields attached at the system level. There is no option to create a query on the form attached at the DP level in the field 'Order Custom Fields' 

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Download order report

If any custom fields have been configured, those fields will be displayed in the downloaded order report.