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DSAR Register Management - How do I add, delete and hide Register fields?
- To add or delete register fields, navigate to Tools > Privacy > DSAR Register Management.
- 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.
- Select a relevant field type from the available list:
- Text Input
- Textbox
- Single Select
- Multi Select
- Radio Button
- Date Picker
- File Upload
- Once the field has been added, click the 'Pencil' icon to edit it.
- From here, you can now edit the Field Name.
- Also, for Single Select, Multi Select, and Radio Button field types, you can also enter new drop-down options for the register text.
To add new drop-down options:
- Click the green 'Add Option' button - 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' button to add your new option, followed by Save & Close.
2. Delete a Field
- Select the 'Dustbin' icon beside the relevant field.
- A warning message will appear asking you to confirm the deletion.
- Note: If the field you are deleting has already been responded to, the associated data will be lost.
- Tip: You can check if the field has previously been responded to by searching within Subject Access Request Reporting.
3. Hide a Field
- Click the 'Pen' icon, then uncheck the 'Visible' button in the Edit Field pop-up window.
- Remember to Save & Close.
- Hiding a field removes it from view within the main register page.
- Within Register Management, fields with a green spot are visible, and any with a red spot are hidden.
- Final Note: When you are finished customising the register, remember to save the overall register by clicking Save at the top or bottom of the Register Editor.