Custom Fields Overview

You can add Custom fields for better project classification. The fields can be Required or Optional. Required custom fields must be chosen specifically for each project.

• Go to Admin > Projects > Custom Fields.

The Custom Fields list opens. This list may be empty, or if some custom fields have been defined previously, they will be listed here.

Figure 1 - Custom fields list, empty

Creating a New Custom Field

1. In the Custom Fields list, click New.

The Manage Custom Fields page opens.



Figure 2 - Custom fields management

2. Define the specifications of the new custom field.

The fields marked with the red asterisk are required fields. The fields are as follows:

• ID – enter the ID name or number of the custom field.
• Name – enter the name or a short description of the custom field.
• Required – select this box if the new custom field is to be a required field in each project.
• Type – select between Open-Text and Drop-down. If you specify the custom field type to be Drop-down, you must then define the options that are to be shown in the drop-down list (see the figure below for an example).
• Options – is displayed when Type is set to Drop-down. Use this field to define the options that are to be included in the drop-down list.
• Length – This field is displayed and made required if you have specified Type to be Open-Text. Specify the maximum number of characters that can be written into this field in the Project Management > Overview page.



Figure 3 - Example of a custom field type drop-down list

3. Click Save to save the changes.

When a new custom field has been created, it will be displayed in the custom field list.

Adding a New Option to the List

1. Click the New button or press the down-arrow key on your keyboard.

A new row is added to the list.

2. Type in the appropriate text for the option.
3. Click Save to save the changes.

Deleting an Option from the List

1. Click in the check box beside the option you wish to delete.
2. Click the Delete button.

The custom fields are displayed in the Project Overview page. Only a user with Administration permissions to the project will be able to see the custom fields.

Figure 4 - Custom fields in the Project Overview window

Administrator Project Overview

The Software Administrator and users with Administrator permissions to a project will have the following frames and fields on the Project overview page in addition to the Project Details frame (go to Code Check for more information):

Figure 5 - Project info fields

Figure 6 - Administrator information

Figure 7 - Growth information

The fields are as follows:

• Start date - Info field describing the start date of a survey.
• End date - Info field describing the end date of a survey (Note: Will not close the survey automatically.)
• Complete responses - Number of complete responses in the survey.
• Incomplete responses - Number of incomplete responses in the survey.
• DB server name - Name of the DB server where the project DB is located if multi server installation.
• Size of database data - Current size of database data.
• Size of database log - Current size of database log.
• Questionnaire last modified - Last time the questionnaire was modified.
• WI last generated - Last time the web interview was generated.
• DB last generated - Last time the database was generated.
• Last response - Last time a respondent accessed an element in the survey.
• Reporting last accessed - Last time someone accessed the online reporting module.
• Project info last updated - The last time all the project admin info fields were updated.
• Data growth last day - Growth in database data size during the last day.
• Log growth last day - Growth in database log size during the last day.
• Data growth last week - Growth in database data size during the last week (7 days).
• Log growth last week - Growth in database log size during the last week (7 days).
• Data growth last month - Growth in database data size during the last month (same day last month).
• Log growth last month - Growth in database log size during the last month (same day last month).
• Custom fields (if defined) - All defined custom fields.
• Refresh - Click to update all the administrator information above.
• From date - Use to specify the from date when checking the growth within a specified range.
• To date - Use to specify the to date when checking the growth within a specified range.
• Data size - The calculated database data growth from the range specified above.
• Log size - The calculated database log growth from the range specified above.
• # Complete - The calculated growth in complete responses from the range specified above.
• # Incomplete - The calculated growth in incomplete responses from the range specified above.
• Calculate - Perform the calculation and display the results on the page.
• Recurring tasks - A link to the recurring tasks for this project, if there are any.