manage field settings in bulk

Modified on Tue, 04 Jun 2024 at 09:37 AM

Managing Field Settings in Bulk

To manage and edit fields, use this link:

  1. On the left, in your Mission Control, click Reporters, Staff, & Sites.

  2. On the right, click Manage reporter accounts.

  3. On the right, use the More drop-down menu and select Manage Fields and Profile Layout.

  4. On the top-right, click Manage Fields.

  5. The table that appears is dynamic and can be organized in the following ways: 
    • (a) By Field Name - In the header row, click 'Field Name', and field will be order in alphabetical or reversed alphabetical order.
    • (b) By Location - You can view by Active Archived, Active Only, Archived Only, or by Panel.

  6. The table also allows you to make updates to some of the access and privacy settings:
    • Add to reporter's (c) Quick Access and (d) Mandatory To Do list,
    • (e) Require or (f) make fields optional when creating new reporter accounts, and
    • (g) When editing an account, require the field already hold data.

  7. You can edit fields from this space by clicking on any field name. 

    Remember to click Update if you make any changes here.

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