Managing custom fields

As an administrator, use the Custom Fields tab to add, modify, or remove custom fields for users employed or managed by your company.

To add a custom field:

  1. Click Company Settings | Settings in the left navigation pane.
  2. Click the Custom Fields tab and click + Add.

    The Custom Field section appears.

  3. In Field Name, enter a user-defined name.

    Optionally, in the Description field, enter a brief description or purpose for the field being added.

  4. In the Type field, select one of the following field types:
    • Text — Creates a text field.
    • List — Creates a drop-down list item selector field. If selected, click the Add + button to add one or more "Enum" values to the list.
    • Boolean — Creates a checkbox field.
    • Date — Creates a date selector field.
  5. Check one or more of the following options as needed:
    • Required — Defines the field as being required for users.
    • Appears on Invoice — Sets the field to display on TT billing invoices for use by TT administrators.
    • Include on FIX Dropcopy — Sets the field to be included on FIX Drop Copy messages as tag 18221.

      Note: The Include on Fix Dropcopy functionality will be supported in a future release.

    • Appears in User Data Grid — Sets the field to display for each user in the data grid on the Users tab.
    • Appears in User Creation Screen — Sets the field and settings to appear on the "New User" screen when adding a user to your company.
  6. Click Save Changes.

Modifying a custom field

On the Custom Fields tab, you can modify the fields provided by TT as well as your own custom fields.

  1. Click Company Settings | Settings in the left navigation pane and select the Custom Fields tab.
  2. To modify the Organization or FIX Company ID field, select it in the grid and click ADD + in the Custom Fields section to add a list value (Enum Value), or click the X next to a value to remove it.

    Note: You can add one of more list values to these fields, but all other settings cannot be modified.

  3. Modify all other custom field settings as needed in the Custom Field section.

    To remove a list field, click the X next to an "Enum Value" to remove it from the list selector on the Users | Custom Fields tab.

    Note: Once a field type is set and the field is assigned to a user, the Type value cannot be modified.

  4. Click Save Changes.

Removing a custom field

Caution: The custom field and all of its associated data will be permanently removed from the TT system.

  1. Click Company Settings | Settings | Custom Fields using the left navigation pane.
  2. Select a field in the Custom Fields data grid and click Remove.