Custom Fields are used to add additional text fields to the Checklist Template (either at the bottom of the Header or the top of the Footer). Custom Fields located on the Checklist Template are listed on the Custom Fields grid.

Custom Fields can be added to the Checklist Template by clicking on the “New Custom Field” button to access the Add Custom Field Form. Custom Fields can be edited by clicking on a specific Custom Field on the Custom Fields grid to access the Edit Custom Field Form.

Complete the fields on the Add / Edit Custom Field Form and click on the “Save Custom Field” button to save the Custom Field and return to the Custom Fields grid. Repeat these steps to add more Custom Fields.

Query icon:

The Query icon and its dropdown menu are found to the right and directly above all major grids. The Query icon opens the query form where queries of the data in the grid beneath are performed.

If you wish to save a query for use in the future, immediately click on the Active Query icon and a "Save As" link will appear on the top right of the Query form. Click on "Save As", name the query and click "Save". The name of the query will now appear under the Query icon dropdown. To activate the saved query, click on the triangle to the right of the icon and select the query. This is a friendly method to make frequently used queries easy to access with just a single click of the mouse.

Print icon:

The Print icon and its dropdown menu are found next to the Query icon directly above all major grids. The Print icon opens the print form where exports of the data in the grid beneath are performed.

Query Custom Fields Grid Form

Description

The Query Custom Fields Grid Form allows you to query/filter data in the grid by specific fields. Once you enter text into the text field and/or select a value from the dropdown list, click on “Search”, and the grid will filter to reveal your queried data.

Definitions

1. Custom Field Name: This field filters for the name of the Custom Field that will appear on the Checklist.
2. Location: This field filters for the part of the Checklist (Header or Footer) where this Custom Field will be located.