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 If you need any non-standard field in any area of the Home Portal, you can add it in the Custom Fields subsection of the configuration accordion menu. The custom fields can take every possible form and can be added in various areas of the Home Portal.
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In the Configuration accordion menu you can find Custom Fileds section in which you can view and edit custom fields currently available in the Home Portal as well as add new custom fields. |  | Search field | As soon as you start typing a search query, XTRF Platform returns the list of search results. It is an easy and convenient way of finding the required section in the Configuration accordion menu. | | Custom Fields section | In the Configuration accordion menu go to the Customization section, Custom Fields subsection to get displayed the list of all custom fields currently available in the Home Portal of XTRF Platform. | |
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Search Filter panel |
| You can limit your search results for desired entity with the search filter. | Search Filter panel | | | You can limit your search results for desired entity within the Search Filter settings. |  | Search button
| Click to begin filtering the data. | | Reset Filter button | Click to restore the default settings of the Search Filter. | Search Filter options
| Search Filter options are available on the display to narrow down your search results. You can use one or, if specified, more options within one operation. All Search Filter options are fully configurable for a given object. For example, you can provide only a part of a name phrase in the Name field at the same time selecting only active entities. | | Displaying Search Filter panel | To adjust the width of the filter, click and hold  icon. While holding the icon, move your cursor to the left side of the screen to decrease or to the right side to increase the size of the filter. - To close the filter, click the highlightable area below the icon.
- To open the filter, click the highlightable area below the icon.
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Custom Fields list |
In the Custom Fields list you can browse custom fields available in the Home Portal. You can add new custom fields as well as edit existing ones or remove unnecessary ones. The default view columns provide the following pieces of information: - Label : The name of the custom field.
- Type : Type of the custom field. The available types are as follows:
- Checkbox: Allows for choice between two mutually exclusive options.
- Date: Allows for providing a date manually or selecting it from the calendar menu.
- Date and Time: Allows for providing a date and time. The date and time can be provided manually or you can select it from the calendar menu.
- Multiple Selection: Allows for creating multiple selectable options. All of those options can be selected at the same time.
- Number: Allows for creating a field for providing numbers.
- Selection: Allows for creating a drop-down menu.
- Text: Allows for creating a field in which any kind of information can be manually provided.
- Scope : An entity for which the custom field is relevant.
- Default Value : The value or option which is set as a default for the particular custom field.
- Edit : Click the icon in the proper row to edit the properties of the custom field.
- Delete : Click the icon in the proper row to remove the custom field permanently from the system.
|  | | Add button | Click the button to add a new custom field. | | Page navigator | You can navigate comfortably through the pages of the Custom Fields list. - To advance to a desired page, click the available page number.
- To go to the first page, click the
 icon. - To go to the previous page, click the
 icon. - To go to the next page, click the
 icon. - To go to the last page, click the
 icon.
| | Export button | Click to format the data from the Custom Fields list. You can export data to a file, therefore you can use it in another application. When you click the button, the Export Data pop-up window appears.
Export Data Pop-up Window
 | | Entity Name drop-down menu | Select the required type of information, you want to have exported, from the drop-down menu. In some system areas you can only export one type of data. In others, you can select what type of data to export.
| | Name drop-down menu | Select the view you want to use from the drop-down menu. The view which includes the set of columns with data. This set of columns will be included in the formatted file.
| | Export type drop-down menu | To use the exported files with other applications select what column separator should be used in the exported file. From the drop-down menu select which separator might be used in .CSV files:: - A file where columns are separated by semicolons;
- A file where columns are separated by commas;
- A file where columns are separated by tabs.
| | Export button | Click to download the .CSV file. Depending on your Web browser settings a file manager window might appear asking you to choose the location where you want to download the generated file. If the file manager window does not appear, the file will be downloaded automatically to your predefined or default location. | | Cancel button | You can click this button to abandon data exporting action and close the Export Data pop-up window. |
| | Refresh button | Click to update the entities in the Custom Fields li st. | View: ViewName menu | Click the menu to decide what and how information is displayed in the Custom Fields list. You can use the default view or you can adjust it to your needs. |  sorting | You can click one of the icons to sort the entities in columns. Click the proper icon to set an ascending or descending sort order in a column. |  icon | Click the icon in the proper row to modify the details of the existing Custom Field. |  icon | Click the icon in the proper row to delete the Custom Filed. The confirmation pop-up window appears: - Click the OK button to delete the Custom Field from XTRF Platform.
- Click the Cancel button to abandon the delete action.
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