At Distribution Protocol level
You can configure the custom fields on the DP page to record additional information- lab number, center, etc. Once added, the pages will look like this:
Note: SBRC Approval No. of votes, Project Number, and Grant Code are custom fields.
Create 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 you want to display on the DP or DP requirements pages. Refer to ‘How to create a form?’ to create a new form.
Steps:
Navigate to “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.
Steps:
Navigate to “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'
At Order level
Often, you need to collect additional data with each Order. E.g., shipping address, MTA document, etc.
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 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. |
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).
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
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
Navigate to ‘Distribution Protocols’ list page.
Create new/ edit the existing distribution protocol.
Select the custom form that you created from the ‘Order Custom Fields’ drop-down.
Click on 'Create'/ 'Update'
Once configured, the Order page will look like this:
Note: 'Shipping address' and 'Additional Data' are custom fields.
Create Query
Order level custom fields can be queried using the query interface and displayed on the query results page.
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'
Download order report
If any custom fields have been configured, those fields will be displayed in the downloaded order report.