Encompass EPPS – Promote and Edit a custom field

To Promote 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. Locate the custom field definition you want to promote on the Custom Fields Versions page.
Note: You can only promote Test versions.
4. Click on Promote in the Actions column.
5. When prompted, click OK to promote the Test version to a Production version.
▪ If the Effective Date is blank, a message requiring a valid Effective Date is displayed.
▪ If the Effective Date is prior to the current date and time, a message stating the effective date and time cannot be prior to the current date and time is displayed.
▪ All Rules are scanned to identify references to custom fields not included in the promoted Custom Field Definition. A message stating there are Rules referencing custom fields not in the current Production version of the Custom Field Definition is displayed and a list of those Rules are provided.
To Edit 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. Locate the custom field definition you want to edit on the Custom Fields Versions page.
4. Click on Edit in the Actions column.
▪ In Test versions, the Effective Date and Expiration Date can be edited.
▪ In Production versions, only the Expiration Date can be edited.
▪ The Effective Date cannot be blank.
▪ The Effective Date cannot be identical to the Effective Date of any existing Production or Test version.
▪ 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.
5. Click Save to save your changes.