Create custom data fields

You must have a role with Data Source Management permission to complete this procedure.

Note:

This procedure applies only to regular datasources. If your organization will use composite datasources, please contact your Oracle Project Manager for assistance.

If you can't find an appropriate Oracle Site Select standard field to map your source data field to, you can create a custom data field.

1. To create a custom field, first find your source data field in the left column of Step 2.
2. Click + drag your source data field onto the Create a custom data field section in the Step 2 middle column.
3. In the right column, Step 3, the name of the newly created custom field displays. You can change the column's Display name and enter a short Description.
4. By default, Oracle Site Select will pick a data type based on the sample value included in your CSV. Change the Data type, if necessary, by picking a different one from the drop-down menu.
5. Next, pick a Category and sub-category for the field. The categories determine if the field is just for searching or used for both searching and scoring. Click the computer monitors () to view category and sub-category descriptions.
6. Pick a section for your field. If none of the sections in the drop-down apply to your field you can create a new section by typing the section name in the free text field.
7. If you want to use your field for filtering, click the check box. This field will become visible in the search criteria.
8. If you want to use your field for investigator scoring, click the checkbox, and choose a scoring methodology. This field will affect the search criteria.

All changes are automatically saved. Click the computer monitor () at any time to view a setting's description.