Knowledge Base

Designer

Custom Field Types

Custom Field Types – How To

Custom Field Types (CFT) are designed to help users when developing multiple Data Types with the exact same Type and options; Lists, Formula or URL as an example. Once a Custom Field Type has been created it can be used repeatedly as you create new Data Types within Designer. An example of using a Custom Field Type is a List with a set of answer selections that will be used in multiple Assessment questions. Instead of having to enter the answer selections multiple times for each Data Type, you can now select the Custom Field Type to prefill all the List Options.

To create a Custom Field Type follow the steps below:

  1. Sign into Designer
  2. Create a Draft
  3. Find or search, Custom Field Type under Custom Data
  4. Select + New at the top right
  5. Next, create a name for your CFT and select the desired Type with their specifications
  6. Select Save and Publish

To use a Custom Data Type you will need to follow the steps below:

  1. Find or search Data Types in Designer
  2. Select +New or edit an existing CDT
  3. Create a name for your CDT and/or CDTF
  4. When selecting the Type, scroll down to Custom Data and select the Custom Field Type
  5. Once selected the Custom Field Type will prefill the remaining values for you
  6. Select Save
  7. Update Security Policies and Publish draft

More Questions?

If you have any questions, please visit the Welkin Health Knowledge-Base or contact your Implementation/CSM for more information.