Adding New Fields with the Windows Admin Tool (PC Client)

Adding a new field to an Item.

You will need to access the Item Manager within the Windows Administrative Tool

• Open the Windows Admin Tool
• Navigate to the Admin Tab and then the Item Manager.

Note: The main menu displays all the items available in Centerbase. You may create new items or delete existing items from the Item menu in the lower left-hand corner of the dialogue. Some items are protected system items and cannot be deleted.

• To access the item you want to add a field to, double-click on the name of the item in the main menu. 
• This will bring up the "Edit Item Properties" menu. 
• Navigate to the Fields tab. 
• From here you will click on Add Field. 

• You will add a Name and choose a Field Type. 

*Once a field is created, the field type cannot be changed, so it is recommended that the type is selected properly before data is entered. In the event a field needs to be deleted, all associated data will also be deleted.

Centerbase supports 9 different types of fields:

1. Text: Generic text field allowing alpha-numeric data.
   • Allows for drop-down menu options.
2. Memo: Like a text field, but much larger in capacity and generally takes up more space on the item form.
3. Number: Field allowing numeric values only.
   • Allows for drop-down menu options.
   • Allows formulas.
   • Necessary for any calculations that need to be done besides Count. 
4. Address: Standard address field with individual nested fields for Address Line 1, Address Line 2, City, State, Zip Code, and Country.
5. Date/Date with Time: Standard date or date with time formats.
6. Email address: Supports email addresses as clickable links to send emails directly from Centerbase.
7. Phone: Standard phone field that will reformat numbers type as 1234567890 into (123) 456-7890.
8. True/False: Boolean values showing as a checkbox in the Centerbase Web.
9. Lookup: Creates a clickable link to another record in Centerbase by providing a one-to-one relationship between one record and another. Lookups can point to any other field in Centerbase.

• You will want to decide if you want this field to be required or not as well as if you want to track any changes made to the data of this field.
• You can add drop-down values or leave it blank for free text. Click on the Configure button to create the list of drop-down values desired. 

• If you choose Number as the Field Type, it will give you the option to add Formulas. 

• Once your field is set the way you want it - Hit OK. 

This field will now be available to be added to the form under the item type chosen with the Form Designer. It might be necessary to refresh if the Centerbase website was open before the change was made.

If it's not showing in the list of fields, double-check that the box is checked for it under Data Views.