Use the Custom Patron Fields screen to create, view, and edit the Custom Patron Fields that will be used on Patron Account screens. The page appears as shown below:
We'll return to this Search Form in a moment. For now, click Add New to create a new Custom Field.
Clicking Add New opens the Add New Custom Field screen, as shown below:
Use the fields provided to create a Description and Sort Order for the Custom Field, as well as a field Type. Note that Sort Order requires a numeric value. You can also use the check-box provided to set the item's status to Active or Inactive, and set the custom field as a Patron Identifier.
Once you have filled in the required fields, click Save to create the new Custom Field; click Cancel to return to the previous screen without saving.
| Important! | Fields marked with * are required; you will not be able to continue until all required fields have been filled. |
| Field Name | Description |
|---|---|
| Description | The name of the custom field as it will appear on patron account screens. |
| Type | Designates the custom field as a Yes/No or Text Entry field. |
| Sort Order | The sorting priority for the item. You may only use numeric values when filling this field. |
| Patron Identifier | If this box is checked, the selected custom field will be flagged as a possible indicator for patron search terms. |
| Active | Check this box to make the item active, or leave it unchecked to make the item inactive. |
Now, let's return to the Search Form.
Use the fields provided to narrow your search by Type and Description. You can also use the check-box provided to display Inactive items as well as Active ones.
Click Search to generate a list of results based on the information you provided. The list appears as shown below:
You can sort the list by Description, Type, Sort Order, and whether the item is Active or Inactive, as well as whether or not the item is a Patron Identifier. You can also use the 
icon in the first column of each row to edit the item in that row.
Clicking the Edit icon opens the Edit Patron Custom Field screen, as shown below:
Use the fields provided to change the item's Description, Type, Sort Order, and Active status. Note that Sort Order requires a numeric value. You can also use the check-boxes provided to change the item's status from Active to Inactive, or to designate the item as a Patron Identifier.
When you have completed any desired changes, click Save to keep the changes you made; click Cancel to return to the previous screen without saving.
| Important! | Fields marked with * are required; you will not be able to continue until all required fields have been filled. |
| Field Name | Description |
|---|---|
| Description | Designates the custom field as a Yes/No or Text Entry field. |
| Type | Designates the custom field as a Yes/No or Text Entry field. |
| Sort Order | The sorting priority for the item. You may only use numeric values when filling this field. |
| Patron Identifier | If this box is checked, the selected custom field will be flagged as a possible indicator for patron search terms. |
| Active | Check this box to make the item active, or leave it unchecked to make the item inactive. |
| Display Inactive | Check this box to display inactive items as well as active items. |
|
|
Open the Edit window for the selected item. |