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Manage custom fields

Learn how to manage custom fields in SAM Core on Snow Atlas.

Add custom fields​

  1. On the SAM Core menu, under Home, select Administration.
  2. Select Custom fields.
  3. Select Add custom field.
  4. Enter a Name for the custom field.
    note

    Do not use the same name as one of the standard fields in SAM Core. This can cause conflicts, for example, when importing data.

  5. Select for which Category the custom field should be available.
  6. Select the Type of content that can be entered in the custom field.
  7. Optionally, enter a Description of the custom field.
  8. To create a pre-defined list of values, enter a value in Multi select, and then select Add. Repeat for all the values you want to have on the list. Use the arrows to move the values up and down the list.
    note

    This option is only available for custom fields of the type Digit and Text.

  9. Select if the custom field is Mandatory information or not.
  10. If Mandatory is selected in the previous step, enter a Default value for the custom field.
  11. Select Save.

Edit custom fields​

  1. On the SAM Core menu, under Home, select Administration.
  2. Select Custom fields.
  3. Select the custom field you want to edit.
  4. In Edit custom field, add or edit the applicable information, see Add custom fields.
  5. Select Save.

Add custom fields on the Custom information tab​

The Custom information tab is available for the Agreement, Application, Computer/Mobile device, License, Oracle order, Oracle order product, and User categories. The tab is available when you add or edit the object.

This is an example of how to add custom fields while editing a User:

  1. On the SAM Core menu, select Users.
  2. Find and select the user you want to edit. For information on how to filter, sort, and group the list of users, see Manage lists.
  3. Select Edit user.
  4. Select the Custom information tab.
  5. Do one of the following:
    • To add one or several of the available Custom fields one at a time, select the custom field from the list, and then select Add.
    • To add all of the available Custom fields at the same time, select Add all.
  6. For each custom field, enter a Value. Depending on the type of the custom field, you can either type a value or select a value from a list or calendar view.
  7. Select Save.

Delete custom fields​

  1. On the SAM Core menu, under Home, select Administration.
  2. Select Custom fields.
  3. Select the delete icon next to the name of the custom field you want to delete.
  4. Select OK to confirm.