How do I add or modify Custom Fields in School Settings within SWIS?

To add or modify Custom Fields, in School Settings: 

1. Click SWIS the Applications. 

2. Click Custom Fields. 

To add a new custom field: 

1. Click Add 

2. Give your new Custom Field a name by entering it in the Label field. 

3. If integrating SWIS data with another system, type the identifier in the Identifier field. Otherwise, leave this field blank. 

4. Check the Display box to display the field on the referral data entry workspace. 

5. Check the Required box if this custom field must be entered with every referral entered. 

6. Click Add. 

7. Create a new item for the drop-down menu by entering the item’s name in the Label field under Add Field Item. 

8. Click Save. 

9. Keep adding new items until all information is displayed. 

10. Click Save at the bottom left-hand corner of the workspace. 

To modify an existing custom field: 

1. Double-click the custom field to modify. 

2. Modify any of the information displayed.

3. Click Save at the bottom lefthand corner of the workspace. 

To merge two labels: 

1. Double-click the custom field with labels to merge. 

2. Select the item to keep. 

3. Click Merge. 

4. Select the item to remove. 

5. Click Merge.

Note: Merging labels will update all existing referrals to use the item label retained.  

To delete a custom field: 

1. Click to select the field to delete. 

2. Click the Delete button. Deleting a field will remove the data for all existing referrals associated with the field. 

3. Click Yes to confirm the deletion. 

To hide a specific Custom Field rather than delete it: 

1. Click to select the name of the field to hide. 

2. Click Edit. 

3. Uncheck the Display box to hide the Custom Field. 

4. Click Save