Custom Fields Configuration Screen

In BaseSpace Clarity LIMS, custom fields are used to record information about a step, sample, or other LIMS component.

The default configuration includes both global and master step fields. You can add additional fields to meet the needs of your lab, and display those fields to the user at run time (see Configure Step Milestones).

• Global fields—Apply to the whole LIMS system. You can use these fields to record measurements and information about measurements, submitted samples, derived samples, accounts, containers, projects, and clients.
• Master step fields apply to the master step on which they are configured, and are inherited by all steps derived from that master step.

To access the Custom Fields configuration screen, the Configuration:update permission is required. Users who do not have this permission do not see the Custom Fields tab.

By default, only the Administrator role has the Configuration:update permission. For more on user roles and permissions, see User Roles and Configure Role-Based Permissions.

• View custom fields.

• Add new custom fields.

• Edit custom fields.

• Delete custom fields.

1. On the main menu, select Configuration.
2. On the LIMS configuration screen, select the Custom Fields tab.
3. On the Custom Fields configuration screen, select the Global Fields or Master Step Fields tab.

All global fields and master step fields configured in the system are listed on their respective tab, and are organized into groups.

• Global fields are grouped by object—Measurement, Derived Sample, Submitted Sample, Account, Container, Project, and Client.
• Global field groups are sorted by the number of fields each contains, starting with the group that contains the most fields. Groups with the same number of fields are sorted alphabetically.
• Master step fields are grouped by master step.
• Master step field groups are sorted alphabetically.
4. Select a group header to expand the list of fields it contains.

Each list item includes the name of the custom field and an icon to convey its field type (see Field Types and Additional Options).

Note the following additional details:

• An asterisk (*) displays if the custom field is Required.
• Secondary icons display if the custom field is Read-Only or a Dropdown list.

To maximize the number of field name characters displayed, the asterisk and secondary icons are hidden in smaller viewports (between 766 px and 875 px).

• Select a field to view its details in the Field Details area on the right (see Field Details).
• If viewing master step fields, there is also a Group of Defaults section. Select a group to see the fields and their prepopulated values. For details, see Configure Groups of Defaults.