Modifying custom fields

2024-07-24Last updated

You can modify Genetec ClearID™ custom fields in Genetec™ Configuration desktop so that they are displayed to specific groups or users. For example, you might display visit reason, registration code, expected arrival, and expected departure to a group that contains your security team or building reception team.

What you should know

Only users with the privilege to Modify custom field definitions can view custom fields.
  • At least one identity must have been synchronized before any custom fields are displayed.

Procedure

  1. In Genetec Configuration desktop, Open the System task.
  2. Click Custom fields.
    System task in Genetec Configuration showing the Custom fields page.
  3. In the Custom fields tab, double-click a Field name to select the custom field that you want to modify.
  4. In the Edit custom field dialog, make any changes that you require.
    1. In the Definition section, make any changes that you require.
      Important: Do not select the Mandatory checkbox for custom fields. In ClearID, custom fields must not be mandatory or unique otherwise synchronization issues can occur.
      Edit custom field dialog in Genetec Configuration showing the Custom field settings with the Mandatory checkbox highlighted.
    2. In the Layout section, make any changes that you require.
      For example, you could add a group name to categorize your custom fields. Alternatively, you could remove a custom field from a group when a grouping is no longer applicable.
    3. In the Security section, make any changes that you require.
      For example, you might add users or user groups in the Security section so that the custom field is displayed to them.

      For more information about user groups or custom fields, see "Creating user groups" or "About custom fields" in the Security Center Administrator Guide.

    4. Click Save and close.

Example

The following example shows the Expected arrival custom field. Using the Security section of the Edit custom field dialog, the Genetec Receptionists user group has been added so that the Expected arrival custom field can be displayed to members of the group.
System task in Genetec Configuration showing the Custom fields page with the Edit custom field dialog open.