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What Are Custom Fields?

What Are Custom Fields?

Owned by Susannah Bear Garlid (Unlicensed)
Last updated: Mar 27, 2023 by Stephanie Smith
1 min read

Custom fields are a way to add any information the company requires that is not already listed in one of the DCI form wizards.

To View Custom Field Values:

  1. Log in to DCI with personal profile

  2. Navigate to the desired details page

  3. Select the Custom Fields tab on the details page

  4. This will display the Custom Fields table where the user can view and filter the values for the desired object

Please note:

  • Users who have access to the Reports Module can view Custom Field Values across multiple objects on the Custom Field Values Report

  • The results can be compared to the appropriate item type report using Excel Vlookup

  • For example, to see all custom field values for Employee Profiles, the user would run a Custom Field Values Report and an Employee Report and compare the ItemID on the Custom Field Values Report to the ProfileID column on the Employees Report

Customer Fields can be created for the following items:

  • Client Profile

  • Employee Profile

  • Funding Source

  • Authorization

  • Residential Program

  • Day Program

  • Case Worker

  • Group Service

  • Parenting Program

  • Guardian

  • Vendor

  • Cost Center

  • Service Code

  • Regions

  • Client Funding Account

  • Employee Service Account

  • Client Service Account

  • Vendor Service Account

See the Custom Fields article for information regarding when custom fields can be created, how to add, search, view, edit, or export a custom field, and how to add or edit custom field values for a specific object.

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