How to Customize Fields
With EIOBoard, you can add new custom fields to display information, or edit existing fields to the names and formats you want them in.
Types of Fields
The first thing to note before finding a field to edit or adding a new field is that there are two types of fields in EIOBoard, Contact Fields and Status Fields
- Contact Fields: The following fields appear in the “Contact Info” screen
- These are the fields tied to a single User Account, that can be edited on the Edit or Administer User Screens.
- Status Fields: The following fields appear in the “Update Status” screen
- These are the fields tied to a single Status Update, visible whenever you update your status on the web, or to be added as Status Fields with a Kiosk Sign-in.
Editing a Field
- Login to your EIOBoard account.
- Navigate to your Administrative Portal
- Select the Fields (Cloud Customers will see this address: https://cloud.savanceworkplace.com/Administration/ManageFields.aspx )
- Expand the Category for the type of the field you are looking to edit
- Click the Field you wish to edit and select ‘Edit’
- Once in the Edit screen, you can change the name, description, and display format of the field for the organization
Field Attributes
Data Types
When adding the field, you can chose it’s Data Type, and the format of that Data Type. The other options include:
Unique: Whether more than one person can have the same value in this field
Required: Whether a user has to fill out this field to update their status(status field) or edit their user info/create their user(contact field)
Visible: Whether users will be able to see it in the standard view and on their user page.
Creating a Custom Field
You can create a Custom Field either manually through the administration portal, or as you create the question when adding a new question.
Creating a Custom Field Manually
Prior to the Question Manager, a new question requires a custom field to be created beforehand to reference on the Kiosk.
- Login to your EIOBoard account.
- Navigate to your Administrative Portal
- Select the Fields (Cloud Customers will see this address: https://cloud.savanceworkplace.com/Administration/ManageFields.aspx )
- Right-click on Status Fields
- Add a Field under Status Fields
Creating a Custom Field in The Question Manager
In the Question Manager, a custom field can be create by pressing the + sign next the field when creating or editing a question
Also, you could create Custom Options as a list or button options in response to your new question if it is the custom options type.