Adding custom fields in

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DP

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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Create

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DP level custom field

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 display on the DP or DP requirements pages. Refer to ‘How to create a form?’ to create a new form.

Create DP level custom field

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Go Navigate to the forms list page“Forms” card and select the form you created. Click on the 'Spanner' icon of the form to be attached. Select level as 'Distribution Protocol Custom Fields' from the 'select level' drop-down Click on 'Attach Form'.

Create DP Requirement level custom field

Similarly, you can also add custom fields at the DP requirements level. 

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Go Navigate to the forms list “Forms“ page. Click on the 'Spanner' icon of the form (containing the desired fields) to be attached. Select level as 'DP Requirement Custom Fields' from the 'select level' drop-down Click on 'Attach Form'

Adding custom fields to Order level

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

In v5.0, you 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. 

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).

Step-2.a: Configure at the System level

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Login as super admin Go to Home→ Settings→ Administrative→ Order Custom Fields Form Specify the identifier of the saved form Update the property

Step-2.b: Configure at Distribution Protocol level

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Go Navigate to the ‘Distribution Protocols’ list page. Create new or / edit the existing distribution protocol. Select the custom form that you created from the ‘Order Custom Fields’ drop-down. Click on 'Create' or / 'Update'

Once configured, the Order page will look like this:

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Create

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Query

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

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Download order report

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