Administrative Console

Custom Field Configuration

2 min read

On this page
  1. To add custom fields
  2. To edit a custom field
  3. To delete a custom field

OpenEMPI users that have the administrator role can use the Custom Field Configuration view to configure the custom fields. The configured custom fields can be used in the Blocking and Matching configuration for the Blocking and Matching algorithms.

To add custom fields

Note

A custom field is not added to the configuration until you save your settings on the Custom Fields Configuration window.

  1. Log into OpenEMPI and select Custom Field > Configure Fields from the menu. The Custom Field Configuration window is displayed, as shown in the following image:

    Custom Field Configuration screenshot

  2. To add a new custom field, click the Add Field button. The Add/Edit Custom FIeld dialog window is displayed with a list of empty data fields for the custom field. 

  3. Select values for the following fields:

    • Custom Field Name
    • Custom Field Name Description
    • Source Field Name
    • Transformation Function Name. 

Custom Field Configuration screenshot

To edit a custom field

Note

The changes you make to a custom field are not saved to the configuration until you save your settings on the Custom Field Configuration window.

  1. Log into OpenEMPI and select Custom Fields > Configure Fields from the menu. The Custom Field Configuration window is displayed.

  2. Select the custom field you want to edit from the list, and then click the Edit Field button. The Add/Edit Custom Field dialog box is opens with the custom field information.  Custom Field Configuration screenshot

  3. Make your changes. Custom Field Configuration screenshot

  4. Click OK .

To delete a custom field

Note

The custom field is not permanently deleted from the configuration until you save your settings on the Custom Fields Configuration window.

  1. Log into OpenEMPI and select Admin > Custom Fields Configuration from the menu. The Custom Fields Configuration window is displayed.
  2. Select the custom field you want to delete from the list. Custom Field Configuration screenshot
  3. Click the Remove Field button. Custom Field Configuration screenshot
  4. Click Save Settings on the Custom Fields Configuration window. A message will appear confirming your actions.

Custom Field Configuration screenshot

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