OpenSpecimen allows you to add additional custom fields at the DP level and order level. These custom fields can include Lab Number, Approval ID, etc.

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.

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

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 the ‘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.

Note: For a regular user to access the Super Admin created order level custom field form,

The regular user should have ‘Manage Form’ access.
The regular user should have privileges of Create/Update/Delete access to the Distribution Protocol and Order etc. in their role.
Super Admin should attach that form to the distribution protocol, which contains all the distribution sites accessible to the regular user.
The form should not be attached to any other distribution protocol, which contains any distribution sites that are not accessible to the regular user.

OpenSpecimen

Adding custom fields

At Distribution Protocol level

At Order level

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