ClearPoint users have the flexibility to add qualitative and quantitative information to custom fields that are tailored to their organization's specific needs. These custom fields can be included in reports and dashboards for a more thorough analysis, beyond the default fields provided by ClearPoint.
Adding a Custom Field
From the Control Panel click on System Settings
Select System Setup
Click on Custom Fields under Standard Features
Each custom field can be associated with only one type of element
Click on the appropriate element tab, in this example, ‘Initiative’.
Click on the Plus icon
Under Custom Field Name, enter the name of the new custom field, in this example, ‘Project Type’.
Choose HTML Text as the Field Type
Once you are done with your changes, click Save
Editing a Custom Field
From the Control Panel click on System Settings
Select System Setup
Click on Custom Fields under Standard Features
Navigate to the appropriate element tab, in this example, ‘Initiative’.
Locate the Custom Field you are going to be working with
Click on the edit Pencil icon
Update the Field Type, find field type details below
String – A string (text) field of 150 characters or less.
Long Text – A string (text) field of unlimited length.
HTML Text – A HTML formatted text field of unlimited length. Displays the HTML editor.
HTML with Data – A HTML formatted text field of unlimited length. Data references can be pulled from other areas of ClearPoint through a wizard capability. Available to Professional and Enterprise Plans.
Image – A field where a .jpg, .gif, or .png file can be loaded and displayed.
Numeric – A numeric field with no specific formatting.
Currency – A numeric field with currency formatting (ex: $9,999.99).
Integer – A numeric field with whole number formatting (ex: 9,999).
Accounting – A numeric field with accounting-style formatting (ex: 9,999.99).
Percent – A numeric field with percentage formatting (ex: 12%).
Date – A date field. Displays the date picker.
User Picklist – A drop-down to select a user defined in ClearPoint. Available to Professional and Enterprise Plans.
Picklist – User-created drop-down list. Values should be separated by commas (ex: red, yellow, green).
Multiple Picklist – A user-defined list from which multiple choices can be selected. Values should be separated by commas (ex: red, yellow, green).
Boolean – Yes/No or True/False.
Chart Reference – References and creates a link to a chart elsewhere in ClearPoint. Available to Professional and Enterprise Plans.
Data Grid – References an existing summary report and includes it on a scorecard summary report or detail page. This allows for inline edits and updates to the summary reports that are referenced in a data grid. Available to Professional and Enterprise Plans.
External Link – A field that allows for a hyperlink with a custom name.
My Scorecard – A field that shows all of the elements you own.
My Favorites – A field that show all of the elements that you’ve added as a favorite.
If you mark the checkbox next to Update Mode then the Custom Field will be an Update field rather than an Edit field.
Please see this article for more information on the difference: Editing vs. Updating.
By default, the field is available in all scorecards. If you only want this field to be available in certain scorecards, select them from the Scorecards dropdown menu.
Once you are done with your changes, click Save
Note: If you select specific scorecards here, the custom field will not be available in scorecards that are not selected.
Reordering Custom Fields
From the Control Panel click on System Settings
Select System Setup
Click on Custom Fields under Standard Features
Locate the Custom Field you are going to be working with
Drag and drop the field to the proper place in the list
Once you are done with your changes, click Save
Archiving Custom Fields
Archived Custom Fields will be removed from Detail Pages, Summary Reports, Briefing Book templates, and any option selections. This will help you focus on the active Custom Fields.
You can easily unarchive a Custom Field.
From the Control Panel click on System Settings
Select System Setup
Click on Custom Fields under Standard Features
Click the Edit Pencil icon next to the Custom Field you want to Archive
Mark the checkbox next to Archived
You can follow the same process to unarchive a Custom Field, simply uncheck Archived.
Once you are done, click Save
Mark the checkbox next to Show Archived
You will find Custom Fields labeled as Archived for ease of access.
Using a Custom Field on a Detail Page
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Initiatives
Select the Initiative you are going to be working with, in this example, ‘Purchase 5 new planes’.
From the Detail Page click on the dropdown menu and choose Edit Layout
Locate the Custom Field on the left panel
Click on the Plus icon next to the Custom Field
Drag and drop the Custom Field to the desired location
Once you are done with your changes, click Save
Using a Custom Field in a Summary Report
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Initiative Reports
Select the Initiative you are going to be working with, in this example, ‘Upcoming Milestones’.
From the Summary Report page click on the dropdown menu and choose Edit Report
Navigate to the Columns tab
Click on Add Column
Locate the Custom Field under Initiatives
Click Save
Once you are done with your changes, click Save
Using a Custom Field in a Scorecard Summary Report
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Scorecard Reports
Select the Scorecard Report you are going to be working with, in this example, ‘Welcome’.
From the Scorecard Report page click on the edit Pencil icon
Locate the Custom Field on the left panel
Click on the Plus icon next to the Custom Field
Drag and drop the Custom Field to the desired location
Once you are done with your changes, click Save
