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 as « Power user » (Professional seat)
• Idea around names for the custom fields/relations and what type of fields you want to add in what section

Fast-track to Brilliance

• Open the sub-module you want to edit
• Open any item
• From the « Three dots » menu in the top right, select « Customize sub-module »
• You will enter the « Edit » mode for that sub-module.
  Note: All changes made here will be applied to all items of this sub-module
• It will show all sections on the left and allow you to add new sections. Clicking any existing field will open it’s properties in a sidepanel on the right.
• If you hover in between existing fields or scroll to the bottom of a section, you will get a « Add field » button, when clicked it will allow you to add a custom field in that location. Once clicked, a new pop-up will open to add the custom field:
  • For a custom field you:
    • Select « Simple »
    • Select a « Unique field name » for the field (Only editable until initial save)
    • Select the field type
    • Press « Save »
  • For a custom relation field you:
    • Select « Relation based »
    • Select a « Unique field name » for the field (Only editable until initial save)
    • Add any labels/translations for the new field
    • Select the field type
    • Select either an existing relation between sub-modules or use the « + » to create a new relation
    • Press « Save »
• Once the field is added, it will be put in the place you selected. However, drag and drop can be used to re-order the field to a different section afterwards.
• Press « Save » on the top right to save your changed sub-module configuration

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, but next to that custom fields and relations can be added and distributed over the sections and sub-sections.

Add a section

• After going into sub-module customization mode for a specific processing activity, select « Add section » in the left side menu
• Give the section a name
• Press « Create new section »
• Sub-sections can now be added to this main section

Add a sub-section

• In an existing section, scroll to the bottom of the section and press « Add sub-section »
• Give the sub-section a name
• Press « Create new »
• Fields can now be added in the sub-section

Create a custom field (Simple)

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 field » button in the bottom of the section or by hovering between existing fields if you want to place it in this location.
• A pop-up opens
• Select a « Unique field name for the field (Only settable on create)
• Select the field type based on how you want to use the field
• Save the new field
• Once the field is added, it will be put in the place you selected. However, drag and drop can be used to re-order the field to a different section afterwards.

Create a custom relation (Relation based)

Custom relations allows you to create links between any sub-modules in RESPONSUM. You create a custom field that you link to a custom or system defined (Default) relation

• Press the « Add field » button in the bottom of the section or by hovering between existing fields if you want to place it in this location.
• A pop-up opens
• Select a « Unique field name for the field (Only settable on create)
• Select the link field type based on how you want the relation to be visualised (Dropdown or Card view)
• Select an already existing (system or custom) relation or use the « + » button to create a new relation
  • For creating this relation it will ask to fill out a few properties of the new relation:
    • A name to easily identify the relation later
    • Sub-module 1 will be pre-filled with the sub-module you are adding the custom field to
    • Sub-module 2 is the sub-module you want to link to
    • Two relation properties can be set in both link directions
      • If multiple items can be selected
      • If at least one item needs to be selected (Make the relation field required)
• Save the new field
• Once the field is added, it will be put in the place you selected. However, drag and drop can be used to re-order the field to a different section afterwards.

Manage and use existing relations (Custom/System)

Relations created by custom fields between sub-modules can be found as part of « My fields ». From here you can find an overview of all system and custom created relations and update their properties. Next to that, existing relations can be re-used to create links in both directions.

Overview of relations between sub-modules

• Navigate to Settings >> My fields
• Press the « Relations » view on top of the page
• Get an overview of all existing relations between sub-modules
  • These are either created by the system or created by a user when setting up a custom relation field.
• You can click through on a relation to find it’s details, if it is in use and edit the properties related to the relation.

Using an existing relation in a new custom relation field

In some cases, you created a relation between sub-modules that can only be seen/adapted from within the sub-module you created the custom relation field in. However, you can now reference this same relation to create a custom relation field in another sub-module to create a bi-directional link.

• Navigate to Settings >> My fields
• Select the « sub-modules » tab
• Search for the sub-module you want to also make a prior created relation visible in
• Select « Add custom field »
• Select the « Relation based » tab
• Select a name for the field
• Add any labels/translations for the new field
• Select the link field type based on how you want the relation to be visualised (Dropdown or Card view)
• Select the already existing relation used for the other custom field created earlier
• Save the new field
• Use drag and drop to put the new field under the correct sub-section

When navigating to both sub-modules as part of this relation, you will now find that if the field is updated in one sub-module, it’s updates get displayed in the other.

If you have any questions related this guide or way of working, please reach out to support@responsum.eu for assistance.