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Data Dictionary Management - Fields

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The Data Dictionary Field Management Grid (Admin tab > Configuration Data Management section > Data Dictionary Management – Fields link) provides the ability to create and manage UDFs and manage standard fields that are displayed on standard and UDOs throughout the application and made available for reporting.

RA - Data Dictionary Add Object.png

Grid functionality includes:

  • Manage Fields: Edit and Create
  • Localize Fields (customization/translation): Display Name, Reporting Display Name, Help Text, Enter a List of Values
  • Search/Filter by Column
  • Add/Remove a Column
  • Sort by Column
  • Save Filters
  • Export Grid contents to Excel
  • “Save As” for user defined fields

By default, the following columns are displayed on the Data Dictionary Field Management grid:

  • Field Name - Name of the UDF
  • Object Name - Name of the object with which the field is associated
  • Display Name - Display name for the field

Changing the Display Name of an existing UDF that is being used in a program as an Info Management (IM) component will change it on all past Evaluations as well.

  • Reporting Display Name – Display (column name) for the field in reporting
  • Component Type – The field format; once selected, further configuration options will be displayed based on the type of field. Please refer to the Program Component Guide for a detailed description of UDF component types.
  • Field Type
    • Standard – Standard fields in Risk Assess (displayed on Supplier, Relationship, Engagement, Candidate Supplier, Locations, etc.)
    • UDF – Client-specific custom fields
  • Field Status – Indicator of whether the field is available for display on the parent objects, widgets and grids (Active/Inactive)
  • Culture – Language in which the field should be displayed

The following fields can be added to the Field grid:

  • Tab Order - Numeric value for the order the field should display in the object
  • Culture Status – Indicator of whether the field culture is available for display on the parent object (Active/Inactive)
  • Admin Only – Indicator of whether the UDF will only be editable by administrator users
  • Include In Standard Page – Indicator of whether the field should be displayed on the object page
  • Included in Warehouse  - Indicator of whether the field should be available to the data warehouse for reporting
  • Internal Only – Indicator of whether the field will be accessible to both internal and external users when included in a program and on pages
  • Default Value - Value populated into the field when a value has not been entered by the user (UDFs only)
  • Display in Grid – Indicator of whether the UDF should be available to the "show fields" list on the management page for the selected object type
  • Group - Filter that organizes the display of UDFs in the associated object record; all UDFs in the same group are displayed together in a separate section
  • Required - Indicator of whether the user will be required to enter a response before they can save their updates to the object
  • Show Field in UDO Information Management - UDFs associated with UDOs – Indicator that the UDF should be included as an information profile field for the UDO
  • UDO Unique Field - UDFs associated with UDOs – indicator that the UDF is a unique identifier (key) for the user defined object; this field is used in UDO imports to define unique records, and must be unique across all records, with duplicate instances  treated as updates.