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
- Click
Settings in the upper right corner of the screen, then click Custom Field Setup.
- Click Edit.
- Click the field label, and enter the new name for the field.
- Click Save.
To edit the options that appear in single selection custom fields
- Click
Settings in the upper right corner of the screen, then click Custom Field Setup.
- Click Edit.
- Click the down arrow (or anywhere in the row except within the field label) of the custom field you want to edit.
- Add, rename, rearrange, or remove options as needed, then click Save.
To set or change a default (suggested) value for an existing custom field
- Click
Settings in the upper right corner of the screen, then click Custom Field Setup.
- Click Edit.
- Click the expand arrow (or anywhere in the row except within the field label) of the custom field you want to edit.
- Click the Set Default toggle, then choose a default option or enter a default value.
- Click Save.
To require users to make an entry in an existing custom field
- Click
Settings in the upper right corner of the screen, then click Custom Field Setup.
- Click Edit.
- Click the expand arrow (or anywhere in the row except within the field label) of the custom field you want to edit.
- Click the Required Field toggle, then click Save.
To change the order of existing custom fields
- Click
Settings in the upper right corner of the screen, then click Custom Field Setup.
- Click Edit.
- Click on the handle of the custom field you want to move and drag it to the new position within the list.
- Click Save.
To change role-based permissions for custom fields
This option must be enabled in your VDR by an Intralinks employee.
- Click
Settings in the upper right corner of the screen, then click Custom Field Setup.
- Click Edit.
- If the Permissions toggle is not turned on, turn it on.
- 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.
- Click Save.