To create a custom field, first go to Settings > General Settings > Custom Fields and then click on Configure. Click on the appropriate location for the custom field and then click on Add in the upper right corner.
Custom Field General view:
When creating a custom field, you have several configuration options to choose from. The screen for configuring a custom field will have different options depending on what it is being created for (i.e. projects, orders, etc.). It will appear as shown below when creating a custom field for a project:
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Custom Fields for Company Information
When creating custom fields for company information in the system, an additional choice is provided above the Type of Field option titled Used with:. This setting determines if the field will be used for clients, suppliers, or both in the system. The default choice is Both and you can change this by ticking the appropriate radial.
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Custom Fields for Resources
Resources consist of the translation/project memories and terminology databases used for client projects in the system. When configuring a custom field for resources, you have an option to configure the field to be used with one or both of these.
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Custom Fields for Segments
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Custom fields may also be created for segments any linguistic resources (translation memories/project memories, terminology databases or both). These will help you to include meta information for each entry, which may be relevant for the context or its different uses.
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By default, Both is the chosen setting for these custom fields. To change this, just click on the radial next to the desired option.
Custom fields for segments can be of different types, allowing you to attach non linguistic information to a given entry (like hyperlinks and images that will provide useful information to the user)
Next you will need to select the Type of Field that will be used for the custom field. The type may be one of the following:
- Text - A simple text entry field, which may be limited by setting a maximum number of characters and number of rows.
- Pick List - Enter options per line to provide a list of choices to the person filling in the information. Only once choice can be selected when this field type is used.
- Pick List, Multiple Choice - Same as above; however, the user can select more than one option in the list by ticking on each checkbox.
- Hyperlink - Field appears as a text box with http:// to show that a hyperlink must be entered.
- Image - Field consists of a button for uploading an image to the Linguistic resource.
- Checkbox - This field provides a single checkbox. If ticked, the related value will be considered 'True' by the system, and 'False' if not. Note that by default, the field value is not ticked.
Custom fields for segments have two additional fields for determining where the information in the system may be searched for and whether or not this information must be displayed in the Translation Finder hints. To setup the way the information is displayed, just tick the checkbox next to the appropriate option on the configuration form. One or all options may be chosen depending on your search needs. You can look up Custom field information within:
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