A custom page can simplify data entry for a specialty property type. Custom pages support user-defined fields and standard fields, which are covered in detail below.
To access the customization tools, click on the Settings button in the navigation bar on the left side of the Report Writer web application, then click Customize Pages.
To edit a page name, select it from the dropdown menu and then click the Edit button.
Enter a page title in the Page Name field and then click Save Changes.
To assign a field to a page, select that page from the dropdown menu.
A list of available fields appears in the User Field List box on the left. This list includes all default fields, as well as any user-defined fields. A field can only be added to each page once.
Click a field in the User Field List box, then click Add to add it to the Assigned Page Fields box on the right. This box lists all the fields that will appear on the custom page.
Once a custom page has been given a custom title, or at least one field has been assigned to it, that page will appear with the other data pages after changes have been saved.
Note that the Improvements page has an additional list of options to the right, under the Views heading.
Select a View from the list to see what fields are visible in that view, and to add or remove fields from that view.
Custom Fields, also called user-defined fields or UDFs, supplement the default data fields provided by Report Writer.
Click Create Field to create a new user-defined field.
Enter a Display Name.
Optionally, enter comments that explain the purpose of the user-defined field. Comments are only visible in the Edit Field modal and cannot be seen in the Report Writer database frontend.
The Edit User Field modal appears. Select a field to edit from the dropdown menu at the top of the modal.
Note: If a user has an existing custom field with the preferred name, they should rename the field, re-create the field as a custom list and send a support request to migrate the previous field's data. Once the user is satisfied, they can delete the previous field.