Who Is This For?
System Administrators – configuring fields and validation rules
QA Administrators – enforcing GxP-required metadata and completeness
Process Owners – defining the data model for their processes
How to Do It?
Step 1: Add a Custom Field
Add a field to an existing Entity Type.
Go to Settings in the sidebar and select Types.
Search and select the Entity Type you want to configure.
Under Custom Fields, click Add Field.
Enter a Label for the field.
Set Required → toggle On/Off to enforce mandatory completion.
Select the Data Type from the dropdown.
Configure any additional options depending on the data type (see next step).
Click Save to finalize.
💡 Set clear labels (e.g., “Planned Implementation Date”, “Risk Priority Number”) so users know exactly what to enter.
📎 Reference: Configuring Entity Types
Step 2: Configure Custom Field Options
Choose the right data type and configure its options.
❗ Compliance: Mark GxP-critical metadata as Required. Use validation (limits, options) to prevent data-entry errors.
Data Type | Configurable Options | What It Does |
Boolean | Label for True Value, Label for False Value | Renames True/False to user-friendly states (e.g., Yes/No, Approved/Rejected). |
String | (No options) | Single-line text for short codes/IDs. |
Text | (No options) | Multi-line text for longer notes or comments. |
Integer | Default Value, Minimum (or No Limit), Maximum (or No Limit), Step (interval) | Numeric inputs with optional range and increment (e.g., only even numbers, multiples of 5). |
Timestamp | Display as Date or Date & Time, Empty Text, Timezone, Limit time range | Controls date/time display, placeholder text, timezone handling, and restricting to past or future dates. |
Relation | Allowed Relation Types, Multiple Selection | Links to other records; restrict by type and allow single vs. multi-select. |
Options | Define Option Values, Multiple Selection (On/Off) | Creates a dropdown (single-select) or checkboxes (multi-select). |
Examples and setup tips by data type
Examples and setup tips by data type
Boolean: Set True = “Compliant”, False = “Non-Compliant” for audit checks.
Integer: Use Step = 5 for scoring scales (e.g., 5, 10, 15…).
Timestamp: Set Limit time range = Future only for planned go-live dates.
Relation: Restrict Allowed Relation Types to “SOP” for fields like “Related SOP”.
Options: Predefine values (e.g., Low, Medium, High) and set Multiple Selection = Off to enforce a single risk level.
Tips
💡 Keep field names concise and consistent across Entity Types to improve search and reporting.
💡 Prefer Options over free text for values you want to filter or report on.
💡 Use Relation for traceability (e.g., link a Deviation to its CAPA) instead of duplicating IDs in text fields.