ClearPoint Setup - Custom Fields
Fernando Montenegro
21 steps
5 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding a Custom Field
2
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Fields** under Standard Features
3
- 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**
4
- 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
5
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Fields** under Standard Features
6
- 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**
7
- 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.
8
- 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.
9
- 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**
10
Note: If you select specific scorecards here, the custom field will not be available in scorecards that are not selected.
Reordering Custom Fields
11
- 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
12
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.
13
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Fields** under Standard Features
14
- 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**
15
- 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
16
- 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’.
17
- 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
18
- 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’.
19
- 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
20
- 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’.
21
- 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**
ClearPoint Setup - Custom Fields
Fernando Montenegro
21 steps
5 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding a Custom Field
2
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Fields** under Standard Features
3
- 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**
4
- 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
5
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Fields** under Standard Features
6
- 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**
7
- 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.
8
- 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.
9
- 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**
10
Note: If you select specific scorecards here, the custom field will not be available in scorecards that are not selected.
Reordering Custom Fields
11
- 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
12
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.
13
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Custom Fields** under Standard Features
14
- 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**
15
- 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
16
- 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’.
17
- 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
18
- 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’.
19
- 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
20
- 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’.
21
- 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**
