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Register Management - How do I add, delete and hide Register fields?

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Stephen Crumley

Updated

To add or delete register fields, navigate to Tools > Privacy > Register Management where you will be presented with a list of existing registers. 

  • Click on the 'Edit' button beside the relevant register to open the 'Register Editor' page. 
  • Next, click on the relevant tab that you want to customise.

1. Add a New Field

At the bottom of each section, you will see a blue 'Add field by type' button. 

  • Simply select a relevant field type from the available list, as shown below:
    • Text Input
    • Textbox
    • Single Select
    • Multi Select
    • Radio Button
    • Date Picker
    • File Upload

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  • Once the field has been added, select the 'Pencil' icon to edit the field:

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  • From here, you will be able to edit the Field Name. 
  • Also, for Single Select, Multi Select and Radio Button field types, you can enter new drop-down options for the register and survey text.

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  • To add new drop-down options, click the green 'Add Option' button, and a new 'option' drop-down will appear. 
  • Click on Register Text and Survey Text; delete the information shown and add your own text.
  • Remember to click the blue 'Tick' icon to add your new option, followed by Save & Close.

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2. Delete a Field

  • Simply click the 'Dustbin' icon beside the field:

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  • A warning message will appear asking you to confirm deletion. Be aware that, if the field you are deleting has already been responded to in a survey/data entity, the data will be lost.
  • Tip - you can check if the field has previously been responded to by searching within Privacy Reporting. 

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3. Hide a Field

  • Click the 'Pen' icon, and then uncheck the 'Visible' button which appears in the Edit Field pop-up window. 
  • Remember to click Save & Close. 

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  • Hiding the field will remove the field from view within the main register page. 
  • Within Register Management, any fields that have the green spot are visible, and any with the red spot are hidden. 

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  • Note: When you are finished customising the register, remember to save to overall register by clicking Save at the top or bottom of the Register Editor.

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