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Client Admin Center - System - Business Rules and Custom Fields

Client Admin Center - System - Business Rules and Custom Fields

In this article:

About Business Rules and Custom Fields

The Business Rules menu item under System in the Client Admin Center allows Administrators to not only make certain standard Lasso fields required (e.g. registrant email address) but Custom Fields can also be added and applied to specific projects or all projects. Required and/or custom fields are applied to projects by creating Business Rule Sets.

Required Fields: Specific registrant and/or inventory fields can be set as required, meaning the fields must be completed before the information can be saved. Required fields must also be entered when doing a registrant or inventory import.

Custom Fields: Custom fields can be used to capture additional information on registrants, inventory, sales rep and projects. Administrators have the opportunity to apply custom fields to specific projects or all projects, and the data entered can simultaneously update all applied projects if desired.

Available custom field formats are as follows:

  • Text Field (maximum 255 characters) - manually enter freeform text
  • Number Field (maximum 15 characters) - enter numbers only
  • Date - select date
  • Date/Time - select date and time
  • Radio Button - select only one answer via radio buttons
  • Check Box - select multiple answers via checkbox
  • Select List - select one answer via dropdown list
  • Multi-Select List - select multiple answers via dropdown list

Business Rule Sets: In order to apply required or custom fields to projects, a Business Rule Set must first be created. A Business Rule Set can include both required and custom fields but note that custom fields must be created before creating the Business Rule Set. Business Rules Sets can be assigned to specific or all projects but only one set can be assigned per project.

To manage required and custom fields:

In the Client Admin Center, click System and select Business Rules.

System Settings

Add Business Rule Set

In order to apply Required Fields and/or Custom Fields to projects, a Rule Set must be added. If you are applying Custom Fields, the Custom Fields must be created prior to adding the Business Rule Set.

1 - In the Client Admin Center, click System and select Business Rules.

System Settings

2 - Click on the Business Rule Sets tab.

System Settings

3 - Click on Add Rule Set or simply start entering a name for the Rule Set in the Name box under Rule Set on the right side of the page.

4 - Under Assign Projects, check the boxes beside the projects to which the Rule Set should be applied.

System Settings

5 - Assign Required Fields(s) and/or Custom Fields as needed.

Assign Required Field(s) to Project(s)

1 - In the Client Admin Center, click System and select Business Rules.

System Settings

2 - Click on the Business Rule Sets tab.

System Settings

3 - Click on Add Rule Set or simply start entering a name for the Rule Set in the Name box under Rule Set on the right side of the page.

4 - Under Assign Projects, check the boxes beside the projects to which you want to assign the Required Field(s).

Note: Only one Rule Set can be assigned per project. If a project is already assigned to another Rule Set, it will not be visible when selecting projects. You can add Required Field(s) to the existing Rule Set if they are applicable to all projects in the Rule Set. If not, you will have to unassign the project(s) from the existing Rule Set and create a new Rule Set for the project(s). 

System Settings

5 - Under Required Fields, check the boxes beside the fields you want to make required. Once you’ve set the required field(s), users will be unable to save the information until data has been entered for those fields. Registrant fields are on the left and Inventory fields are on the right. Required fields can be selected from both areas for a single Rule Set.

System Settings

Note: Under Registrant, the First Name, Last Name, and Source Type fields are already required in Lasso so the checkboxes are checked and greyed out. Likewise for Inventory, where Initial Price, Inventory, and Unique ID fields are required.

Add Custom Field

1 - In the Client Admin Center, click System and select Business Rules.

System Settings

2 - Click on the Custom Fields tab.

System Settings

3 - Click on Add Custom Field or simply start entering a name for the Custom Field in the Name box under Custom Field on the right side of the page.
4 - Click on the dropdown beside Display Type and select a format for the custom field. Your options are:

  • Text Field (maximum 255 characters)
  • Number Field (maximum 15 characters)
  • Date
  • Date/Time
  • Radio Button (single answer)
  • Check Box (multiple answer)
  • Select List (single answer)
  • Multi-Select List (multiple answer)

System Settings

5 - If you select a Display Type of Text Field, Number Field, Date, or Date Time, click Save when entries are complete.
If you select a Display Type of Radio Button, Check Box, Select List, or Multi Select List, an Answers section will be displayed under Custom Field. Click on Add Answer.
6 - To add answers, click on Add Answer. Enter in the space provided. Repeat the process as many times as you need to and Save.

System Settings

7 - Once the Custom Field is created, it must be added to a Rule Set in order to be applied to a project.

Assign Custom Field(s) to Project(s)

1 - In the Client Admin Center, click System and select Business Rules.

System Settings

2 - Click on the Business Rule Sets tab.

System Settings

3 - Click on Add Rule Set or simply start entering a name for the Rule Set in the Name box under Rule Set on the right side of the page.

4 - Under Assign Projects, check the boxes beside the projects to which you want to assign the Custom Field(s).

Note: Only one Rule Set can be assigned per project. If a project is already assigned to another Rule Set, it will not be visible when selecting projects. You can add new Custom Field(s) to the existing Rule Set if they are applicable to all projects in the Rule Set. If not, you will have to unassign the project(s) from the existing Rule Set and create a new Rule Set for the project(s). 

System Settings

5 - Under Custom Fields, select the area where you want to apply the Custom Field(s) - Registrants, Sales Reps, Inventory, or Components (part of Inventory).

6 - Check the box(es) beside the Custom Field(s) that you wish to include in the Business Rule Set. (Custom Fields must be created prior to adding them to a Business Rule Set.)

7 - In the Values are unique to the field, select Project or Client:

  • Project - Data that is entered or updated in a specific project will apply only to that project.
  • Client - Data that is entered or updated in a specific project will apply to all projects in the Business Rule Set.

8 - Check the box beside Required if you want the Custom Field to be required information.

required.jpg

9 - Click Save.

Update/Edit Business Rule Set

1 - In the Client Admin Center, click System and select Business Rules.

System Settings

2 - Click on the Business Rule Sets tab.

System Settings

3 - Click on the Business Rule Set that you want to change.

System Settings

4 - Update as needed and Save.

System Settings

Update/Edit Custom Field

1 - In the Client Admin Center, click System and select Business Rules.

System Settings

2 - Click on the Custom Fields tab.

System Settings

3 - Under Custom Field on the left side of the page, click on the Custom Field you want to change, update on the right, and Save.

Note: You cannot change the Display Type, only the Name and the Answers.

System Settings

Delete Business Rule Set

1 - In the Client Admin Center, click System and select Business Rules.

System Settings

2 - Click on the Business Rule Sets tab.

System Settings

3 - Click on the Business Rule Set that you want to change.
4 - Click on Delete Rule Set.

System Settings

5 - You will be asked if you are sure you want to remove this rule set. Click Yes.

Delete Custom Field

1 - In the Client Admin Center, click System and select Business Rules.

System Settings

2 - Click on the Custom Fields tab.

System Settings

3 - Under Custom Fields on the left side of the page, click on the Custom Field you want to delete.
4 - Click on Delete Custom Field.

System Settings

5 - You will be asked if you are sure you want to delete the selected item(s). Click Yes.

Warning: Once you choose to delete a Custom Field, all references to it will also be deleted. It is recommended that you create a new Custom Field and unassociate the old Custom Field from the project(s) rather than deleting an existing one.