Custom Fields
Use the Custom Fields tab to import additional Encompass fields (located in the Lock Request Additional Field setting) into EPPS and condition rules on the values in these fields.
Note: The Client Admin must be assigned with the Manage Custom Fields manager right in order to access the Custom Fields tab.
On the Custom Fields Versions page (displayed when you click on the Custom Fields tab), a list of custom field definitions is displayed. For each definition, the following information is provided:
▪ Effective Date – The date and time when the custom field definition will become active in EPPS.
▪ Actions – The actions available for each custom field definition (e.g., edit, promote, expire, etc.).
▪ Edit – Opens a Test or current Production version of the definition in edit mode.
▪ Promote – Enables you to promote a Test version of the definition.
▪ Delete – Enables you to delete a Test version of the definition.
Note: You cannot delete a Production version of the custom field definition.
▪ Expire – Enables you to expire the current active Production version of the definition.
▪ View – Opens a historical Production version of the custom field definition in read-only mode.
▪ Profile – Indicates whether the custom field definition is in Test or Production.
▪ Expiration Date – The date and time when the custom field definition will expire in EPPS.
▪ Last Change Date – The date and time the custom field definition was last modified.
▪ User – The user who created the custom field definition.
▪ Comments – Any comments added to the custom field definition.
To Create a Custom Field Definition:
1. Log into EPPS as a Client Admin.
2. Click on the Admin tab, and then click on the Custom Fields tab.
3. Click on the Import Custom Field Definitions button. The fields entered on the Lock Request Form tab of the Encompass Lock Request Additional Fields setting are imported into the Custom Field Definitions page.
4. In the required Effective Date field, enter the date and time when the custom field definition will become active in EPPS.
▪ The Effective Date cannot be blank.
▪ The Effective Date cannot be identical to the Effective Date of any existing Production or Test version.
5. In the optional Expiration Date field, enter the date and time when the custom field definition will expire in EPPS.
▪ The Expiration Date cannot be equal or prior to the Effective Date.
▪ The Expiration Date cannot be identical to the Expiration Date of any existing Production or Test version.
6. Click Save to save your changes.
