Configure custom eTMF attributes

Create up to 10 custom fields to capture document data and send that data in an eTMF publish message.

You must have a business role with “Enable endpoint management” permission to complete this procedure. All fields in this procedure are required.

1. From the top navigation menu, hover over More and click Manage publish endpoints.
2. In the left navigation panel, click Custom eTMF Attributes.
3. Click Add a new field +.
4. Enter a unique Display name to display in the document modal and a unique eTMF label to include in the eTMF publish message.
5. If enabled for your organization's account, use the Category drop-down control to select one or more categories for the attribute.
6. At Values separated by a comma, enter a comma-separated list of acceptable field values.
7. Optional: If users should always complete this custom field, check the box for Require this field be complete when saving an artifact.
8. Click Save.

Configured custom TMF fields display in a document modal’s TMF Data section in the order of field creation. On the last item activity, when a required custom field is incomplete, Oracle Site Activate displays a reminder note in the item's Activity completion panel, “Additional fields need to be completed. Go to the Info tab.” The reminder includes a link that directs you to the current modal's Info panel (e.g., Document Info, Budget Info, Contract Info, etc.) where you can then complete the required custom field in the TMF Data section.

Where custom eTMF attributes exist and eTMF publishing is configured, the custom fields are sent with the publish message using the specified “eTMF label” field name and the value you selected. If the custom field is not required, and you do not select a value in the item modal's TMF Data section, Oracle Site Activate sends the specified “eTMF label” field name with a null value. When no custom fields are defined, the message includes the object: "custom_etmf_fields": null.