What would you like to know more about?

Add a Missing Data Field

If the Data Field you need isn't currently in the drop-down list, a SPoC can add a field to the Default Field list on a Page.

If you add a Default Field to a Page, the field becomes available in the New Message Tool. For our example, we want to add the Statement Method's Description field to the Donors page.

  1. Determine the field name to add. If you don't know the exact field name, do the following:
    1. Go to the Page you want to add the field to.
      Donors
    2. Add a new View.
    3. Insert the field you want to add.
    4. Click the SQL Layout tab.
    5. Omitting the brackets, note the field name in the Field List dialog box.
    6. Without saving, close the View.

    In this example, you'd note "Statement_Method_ID_Table.Description" as the field name to add.Example of the Views window showing the field for Statement_Method_ID_Table.[Description]

  2. Go to System Setup > Pages.
  3. Locate and open the record of the Page you want to add the field to.
  4. Click Edit Record.
  5. In the Default Field List, add the field name. Include any underscores and periods, but don't include any brackets.
    Note: The order of the Field List is the order the fields display in the All Records view.
  6. Click Save.

The field is now available in the Data Fields drop-down list for that Page.