file upload fields for group identifiers

Modified on Wed, 16 Aug 2023 at 04:43 PM


File Upload Fields for Group Identifiers

You and your reporters can new upload documents directly into your Group Profiles.
To add a new file upload field for Groups:

  1. On the left, in your Mission Control, select Groups.

  2. Find the section called Manage Groups and use the drop-down to choose the group you’d like to work on.

  3. On the top-right, use the More menu to click Manage Profile Layouts and Fields.

  4. On the next page, use the More drop-down menu and select Create a New Field.
  5. The Create a New Field a window will open.Here are the sections you’ll need to complete:
    1. Field Name
      Give your Field a unique name.

    2. Group to Connect To:
      Click the Assign link to connect your Field to one or more Groups.

    3. Field Type:
      Click the Assign link to choose File Attachment and click Apply.

    4. Next, use the drop-down menu to choose the total number of files that may be attached to this field (max. 4).

    5. Collect Data for this Field in Reports?
      This section is not applicable.

    6. Enrollment Options for Staff:
      Select “Mandatory” if staff must always complete this field when enrolling new Identifiers. (If you select this option, you will need to use the drop-down menu to decide how many of the selected files are mandatory.)

      Select “Optional” if staff should have the option to leave this field incomplete when enrolling new Identifiers.

    7. Enrollment Form Options for Reporters:
      Mandatory: include this field on the enrollment form and require reports to enter a value when they enroll a new Identifier.

      Select this option if reporters will be enrolling new Identifiers (see the section called giving reporters the ability to enroll Identifiers), and you would like to make it mandatory for them to assign a value for this Field when enrolling a new Identifier. (If you select this option, you will need to use the drop-down menu to decide how many of the selected files are mandatory.)

      Optional: include this field on the enrollment form but do not require reporters to enter a value when they enroll a new Identifier.
      Select this option if reporters enrolling new Identifiers should have the option to enter a value for this Field.

      Hidden: hide this field from reporters on the enrollment form.
      Select Hide this field from reporters if reporters will not be able to assign new Identifiers to a value for this Field.

    8. Identifier Profile Options:
      1. Allow Reporters to update this Field on Identifier Profiles?
        Select “No” if this field should not be editable by reporters from the Identifier profile page.
        Select “Yes” if you would like this field to be editable by reporters from the Identifier profile page.

      2. Column Width of Field on Identifier Profile:
        Select “1” if you would like the field to take up one of the two columns in your Identifier profiles.
        Select “2” if you would like the field to take up both columns in your Identifier profile panel.

      3. Placement of Field on Identifier Profile:
        If you have already updated the look and feel on the Identifier Profile you will be able to choose to placement of this Identifier for both the Staff and Reporter views by choosing which panel and subpanel under which you would like the Field to live.

  6. Click Create.

Remember you can move newly created Fields to any custom panel (or to the Name & Contact Details panel just by clicking and dragging.

 



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