Get Empowered: Review Window and the Processing Method | Tip #82, Custom Fields

By August 15, 2018


Tip #82: How to create a Custom Field in Empower

Welcome back to Get Empowered! In the last Empower tip-of-the-week post for Empower CDS Software, we learned about using the Result Audit Viewer to understand the differences between multiple results for a sample. (Tip #81)

This week, we will begin a short series on Custom Fields.

A Custom Field is a user defined field (or column) of information in a table. Creating Custom Fields gives us the ability to create tailored sample identifiers and calculations beyond what Empower provides by default. During this series, we will explore the various types of Custom Fields that can be created and provide some practical examples.

Let’s get started.

Step 1

When you create a new project, there are already seven Custom Fields created for you (Figure 1).

Empower Tips: Create a new project/Standard Custom Fields | Figure 1

Figure 1

Step 2

To create a new Custom Field, close the project, go to Configuration Manager, right-click on the project and select properties (Figure 2).

Empower Tips: Create a new Custom Field | Figure 2

Figure 2

Step 3

Click the Custom Fields tab and click New to launch the Custom Field wizard (Figure 3).

Empower Tips: Click New to launch the Custom Field wizard | Figure 3

Figure 3

Step 4

On the Data and Type Selection screen, you are prompted for two important things – the type of Custom Field you want to create and the data type for that field. Sample fields are typically used as sample identifiers. For this example, let’s create a simple Custom Field for batch number. Select Sample for field type and Text for data type. Click Next (Figure 4).

Empower Tips: Data and Type Selection screen | Figure 4

Figure 4

Step 5

On the Source selection screen, select where the information comes from, i.e., keyboard entry or an external source like a Tookit application, the option to make entry in the field mandatory and the option to have a default value appear for this field. For this example, we will leave the default selections and click Next (Figure 5).

Empower Tips: Source selection screen | Figure 5

Figure 5

Step 6

On the Text Parameters screen, enter the desired width for the column of information and click Next (Figure 6).

Empower Tips: Text Parameters screen | Figure 6

Figure 6

Step 7

On the final screen, enter a name for the Custom Field. You cannot use spaces in Custom Field names but you can use shift + underscore as in the example. Click Finish to save the Custom Field in the project (Figure 7).

Empower Tips: On the final screen/enter a name for the Custom Field. | Figure 7

Figure 7

Step 8

Every time you create a Custom Field and click Finish, you will see this warning message. This means that you have changed the properties of the project and you should close/reopen the project for these changes to take effect. Click OK (Figure 8).

Empower Tips: View warning message | Figure 8

Figure 8

Step 9

Reopen the project and the new Custom Field will appear in several places. For example, when we go to the Run Samples window and create a Sample Set Method the new Sample field will appear on the far right side of the Samples table (Figure 9).

Empower Tips: Reopen the project/ View new Custom Field | Figure 9

Figure 9

Step 10

You can include tailored sample identifiers in view filters to make finding specific samples easy (Figure 10).

Empower Tips: View tailored sample identifiers in view filters | Figure 10

Figure 10

It’s that easy!

Final Notes:  

  1. Sample fields can be included in the report method as well.
  2. This procedure can be followed using the QuickStart or Pro interface.

 

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Next week in Empower Tip #83 – We’ll continue our series on Custom Fields and learn how to create a custom Sample Set field.

 

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