Create or edit a field set

To create or edit a field set for a page:

  1. Click the Field Set icon Field set menu icon. , and then select Manage Field Sets. The Manage Field Sets pop-up appears.
  2. Do one of the following:
    • To create a field set, click New.
    • To modify a field set, select the field set to highlight it, and click Edit.
  1. The Define Field Set pop-up appears.

  1. Type or edit the name for the field set.
  2. Click the Owner drop-down to select who will be given access to the filter:
    • User: to copy this field set for yourself or another user.
    • School: to copy this field set for all users at your school.
    • District: to copy this field set for all users in your district.
  1. Select the fields in the Available Fields list that you want to include in your field set, and click Add.
  2. Note: In the Available Fields list, fields within each reference table are listed from most commonly used to least commonly used. To change this order to alphabetical, click the Alpha Sort button Sort order menu icon. .

  1. To remove a field from the Selected Fields list, highlight it and click Remove.
  2. When the Selected Fields list contains all of the columns you want on your page in the order you want them to appear, click Save. The Manage Field Sets pop-up displays the field set you created or edited.
  3. Click Close.

To test your new field set, select it from the Field Set list. The page displays the columns you selected in the order you specified.

Note: If you display the Alerts column in your field sets, it makes for even quicker access to student alert content.

Field set as quasi template

Any field set you create can also be used as a quasi template on a details page. If you go to the Details side-tab, you can choose your field set from the Template drop-down. All the fields you had on your field set will show up, but as a list without the usual formatting that can be done with templates.

details page with user-created field set shown.

There are some benefits of having field sets show as templates. The first is that anyone can create one. You do not need access to the District view or know how to make new templates. Also, when you need to know the full name of the field and the table it is on for use in queries, you will get the full name on the template (unlike the abbreviation that appears on the field set).