Customising RESPONSUM sub-modules to your needs

Contents

RESPONSUM allows users to for each sub-module tailor what fields are available. You start off with a default set of fields provided by RESPONSUM, but you can add additional fields, relations and hide existing fields that are not applicable.

See it in action

Pre-requisites to get started

Permissions on the “Customizations” sub-module as accountable
Idea around names of fields and what type of fields you want to add in what section

Fast-track to Brilliance

Open the “Settings” menu in the main menu bar (shown as a gear icon in the top right)
Select “Customizations” and below that select “Custom fields”
On the Custom fields page, pick a sub-module to customize the fields for
Once selected, it will show all sections and the fields below them in the sub-module
Use the main buttons on the top right to add sections, fields and relation fields
- For a custom field you:
  - Select a name for the field
  - Add any labels/translations for the new field
  - Select the field type
- For a custom relation field you:
  - Select a name for the field
  - Add any labels/translations for the new field
  - Select the field type
  - Select a sub-module to link to
  - With the Yes/No toggle, select if you also want to show the new relation field on the sub-module you are linking to.
Once the field is added, use drag and drop to re-order sections, sub-sections and fields to the correct location in the UI
Watch the result in the UI

Step-by-step guidance

Manage sections, fields and their parameters

Each sub-module contains Sections, Sub-sections and fields below each of them. RESPONSUM comes with a set of fields pre-defined for each sub-module.

Add a section

Select “Add” on the top right of the screen
Give the section a name
Press “Create new section”
Sub-sections can now be added below

Add a sub-section

In an existing section, select the “+” button below it
Give the sub-section a name
Press “Create new sub-section”
Fields can now be added below in the sub-section

Create a custom field

Custom fields can be added to any sub-section available in RESPONSUM. The custom field can be of a few specific types like a file upload field, free text field, dropdown etc.

Press the “Add custom field” button on the custom fields page
A pop-up opens
Select a name for the field
Add any labels/translations for the new field
Select the field type based on how you want to use the field
Save the new field
Use drag and drop to put the new field under the correct sub-section

Create a custom relation