Question
- How to create a new participant option
- How to create a new internal participant field
- Creating a new external participant field
- Editing or removing a custom participant field
Adding a New Field
Securities
The ability to add or edit custom participants requires proper security access. To grant access to this feature: 1. Hover over Administration and click on Employee/Security Settings 2. Click Security or Group Security. Select the employee's name (or title) in the upper-right hand corner. 3. Expand the Administration section 4. Expand Configure Custom Job Fields > ensure that the Custom Participants option is checked.
Note
This article covers how to create/edit custom participant options. If you are interested in instructions on how to add/edit participants to an already created field/dropdown, see this article for more information.
To add a new custom participant to your system, follow the steps outlined below:
- Hover over the Administration option on the blue navigation ribbon in DASH.
- Click on Configure Job Fields in the Administration dropdown menu.
- Click "Add Custom Participant Field".
- Select Internal or External and set a display name. NOTE: for External Participants you will also need to designate your mapping as well.
Edit/Remove Existing Field
To edit, or remove an existing field follow the steps outlined below:
- Hover over the Administration option on the blue navigation ribbon in DASH.
- Click on Configure Job Fields in the Administration dropdown menu.
- Click Delete next to the field. NOTE: at this time you cannot edit existing Fields, you can only Delete, then create a new one with the desired name/setting.
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