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Intermediate Certificate on pass

Custom Field Options

Option governance, ordering, restore, delete, and reporting impact.

3 lessons 40 min 5-question assessment 70% to pass

What you’ll learn

  • Explain the configuration and custom fields control purpose behind custom field options
  • Configure custom field definitions, validation parameters, and module rollouts
  • Handle configuration settings overrides, options cleanups, and security controls
  • Provide audit-ready change logs and configuration histories

Course content

3 lessons · 40 min of reading
01
Lesson 1 of 3 Reading 12 min

Set option parameters

Custom Field Options focuses on dropdown option governance, ordering criteria, restoring deleted options, and reporting data quality. In AWRA, custom fields and configuration parameters allow tenants to adapt database tables to unique business operations without breaking data structure.

The primary objective is database stability and change control. Configuration admins should test definitions and validation rules before wide deployment.

In practice, a database lead edits dropdown items, rearranges option orders, and restores a deleted choice.

Option management path

1

Audit

Scan active dropdown option lists for stale or duplicate values.

2

Update

Add, edit, or rearrange option orders in settings.

3

Deactivate

Soft-delete or restore options to protect historical reports.

4

Sync

Confirm that dropdown choices reconcile across branches.

Configuration model

  • Custom field definitions modify active database schemas.
  • Input validation rules protect data value format and type.
  • Settings overrides require security controls and approvals.
  • Always verify template layouts before run-time value imports.
02
Lesson 2 of 3 Workshop 14 min

Arrange option ordering

The operating routine is to configure dropdown option lists, set ordering parameters, audit deactivations, and check report impacts. That sequence prevents data formatting errors and keeps parameters aligned with policies.

Before publishing configuration updates, check option key fields, display values, order indexes, deactivation logs, and report filter outputs. These safety gates protect data values, user inputs, and reporting stability.

An administrator can verify active parameters, clear settings caches, or run cleanups directly from the builder.

Option adjustment guide

Signal Check Action
Stale dropdown item No transaction usage Soft-delete option to protect reports
Incorrect list order Workflow access delays Rearrange order indexes in console
Option restore request Historical data match Restore deactivated option profile
Duplicate list option Check reference codes Merge options and update logs

Admin decisions

  • Restrict layout changes to certified system administrators.
  • Lock global defaults using security approval overrides.
  • Resolve values validation errors during template imports.
  • Ensure data cleanups occur on a regular cadence.
03
Lesson 3 of 3 Practice 14 min

Audit option updates

Configuration updates and field overrides should leave proof. Useful evidence includes dropdown value profiles, order index tables, soft-delete registers, and restoration approvals, which is required for audit logs reviews and system restores.

Management should review configuration drift: stale custom fields, broken dropdown options, or unapproved overrides point to settings reviews needs.

In practice, closure means dropdown lists present correct choices, ordering indexes save cleanly, and changes are logged.

Field options checklist

Dropdown values are current
Order indexes are set
Restore triggers are tested
Report impact is reviewed
Change history is saved

Oversight validation

  • Confirm that change logs record configuration updates.
  • Verify that database constraint tests are successful.
  • Validate that custom options match active guidelines.
  • Ensure configuration rollbacks are tested and ready.

Finished the material?

Take the 5-question assessment and earn your certificate — 70% to pass.

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