The loan log is a tab on the overview page of a loan. It contains date fields specific to the type of loan, and what status the loan is in. As the loan moves through statuses, the loan log will update with relevant date fields. You can add additional fields to the loan log.

To add a custom field to the Loan Log, you will need to be a site administrator.

• Log in with a site administrator account. 
• From the home page of Ventures, click Administration in the menu at the top of the screen.
• When the Administration page loads, click custom data in the menu on the left.
• A table will load with standard and custom objects. You can use the search bar to search for the object by name or description. Click on the Loan Log

 

• A pop up will appear, you will see the existing fields listed in the pop up. Click add.

 

• Create the custom field. Since you are adding a field to the Loan Log, the system knows it should be a date field. You will not need to select the field type as you normally would when creating a custom field. 

 

 

To set conditions for when the field becomes available, types of loan the field should appear for, and various other settings, click on the Loan Workflow tab. 

• The required before status field tells the system that when the loan is moved to the status selected in the field, before the status changes, check to see if there is any data in the field. If there is not, the system will prompt the user to enter data. This does not stop the user from continuing with updating the status, it just prompts them to enter a value. For example, if we set the required before status field to open, when the user moves the loan to open status, they will be prompted to fill the custom field if it is not already filled.

 

• The available after field, if set, locks the custom field until data has been entered into one of the other custom fields in the same standard object. For example, when I click the available after drop down, I can see other custom fields in the same standard object. Selecting one means that the selected field will have to be filled out, before the field we are creating will be editable.

 

• The loan status, if left blank, will allow the custom field to be available in ALL loan statuses of record. If set, then the field will be available only when a loan is in the selected loan status and any statuses that come after the selected status. For example, if I only add the "Open" status to the field, I will see the custom field when the loan is moved to open status, and the field will remain visible for subsequent statuses.

 

•  The loan type field, if left blank, will result in the custom field being available in ALL loan type records. If set, then the field will be available for the specified loan types only.
• When you finish filling out both tabs and have reviewed your selections, click save.

 

 

• You will return to the previous Edit Object pop-up. Click Save again.

 

 

 The field will have been created, and will appear in your loan log based on the settings in the loan workflow tab.