Modifying custom field options | VDRPro

  • Updated

Product: VDRPro
Applies to: Manager Plus, Hidden Manager Plus, Manager, Publisher Plus
 

You can rename a custom field, edit the options in single selection custom fields, change the default suggested value of custom fields, require users to make an entry in a custom field, and change the order of custom fields.

I want to

  • Rename a custom field
  • Edit the options in single selection custom fields
  • Set or change a default suggested value for a custom field
  • Require users to make an entry in a custom field
  • Change the order of custom fields

Steps

To rename a custom field

  1. Click gear_icon.pngSettings in the upper right corner of the screen, then click Custom Field Setup.
  2. Click Edit.
  3. Click the field label, and enter the new name for the field.
  4. Click Save.

To edit the options that appear in single selection custom fields

  1. Click gear_icon.pngSettings in the upper right corner of the screen, then click Custom Field Setup.
  2. Click Edit.
  3. Click the down arrow (or anywhere in the row except within the field label) of the custom field you want to edit.
  4. Add, rename, rearrange, or remove options as needed, then click Save.

To set or change a default (suggested) value for an existing custom field

  1. Click gear_icon.pngSettings in the upper right corner of the screen, then click Custom Field Setup.
  2. Click Edit.
  3. Click the expand arrow (or anywhere in the row except within the field label) of the custom field you want to edit.
  4. Click the Set Default toggle, then choose a default option or enter a default value.
  5. Click Save

To require users to make an entry in an existing custom field

  1. Click gear_icon.pngSettings in the upper right corner of the screen, then click Custom Field Setup.
  2. Click Edit.
  3. Click the expand arrow (or anywhere in the row except within the field label) of the custom field you want to edit.
  4. Click the Required Field toggle, then click Save.

To change the order of existing custom fields

  1. Click gear_icon.pngSettings in the upper right corner of the screen, then click Custom Field Setup.
  2. Click Edit.
  3. Click on the handle of the custom field you want to move and drag it to the new position within the list.
  4. Click Save.

To change role-based permissions for custom fields

This option must be enabled in your VDR by an Intralinks employee. 

  1. Click gear_icon.pngSettings in the upper right corner of the screen, then click Custom Field Setup.
  2. Click Edit.
  3. If the Permissions toggle is not turned on, turn it on.
  4. Make changes to the permissions. The options are:
    • None – The field is not displayed for members with this role.
    • See – The field is displayed, but cannot be changed by members with this role.
    • Edit – The field is displayed and can be edited by members with this role.
  5. Click Save.

Additional information

Was this article helpful?