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Document Custom Fields: Searching, Reporting, and Creation

Learn how to use and manage document custom fields in Qualtrax for basic and advanced searching, reporting, filtering, and sorting. Create templates and administer custom fields for documents and personnel.

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Document Custom Fields: Searching, Reporting, and Creation

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  1. Intermediate DocumentsSession 2

  2. Agenda: • Document Custom Fields Usage: • Searching – Basic, Advanced • Reporting – Fields, Filtering, Sorting • Templates • Custom Field Creation • Applying Document Custom Fields https://quc2019.qualtraxcloud.com

  3. Custom Field Creation/Management • Requires a permission: Custom Field Administration • Unlocks the Administration > Custom Fields page, allowing you to create, edit, and remove Custom Fields used in workflows, documents, personnel custom fields.

  4. Document Custom Field Usage • Searching • Basic • Advanced • Reporting • Fields • Filtering • Sorting • Templates

  5. Basic Searching

  6. Advanced Searching

  7. Report Fields and Sorting

  8. Report Filtering

  9. Templates

  10. Custom Fields Creation • Where to Create Custom Fields: Administration>Custom Fields • Available Custom Fields for Documents • Date • List • Text • Prefix Title with - DOC (optional) • DOC = Document • Purpose: Ease of finding fields specific for documents in the entire list of system custom fields. • Example: DOC - Department

  11. Take the Survey! https://qualtrax.wufoo.com/forms/2019-user-conference-session-survey Also found in Favorites

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