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Rename a field or object

A carrier may require a roster be formatted in a specific way, like the naming convention or order of columns. For example, Clearpath may have a field named Birthdate but the carrier requires a column named Date of Birth. You can rename a field or object to align with a carrier's requirements.

Rename a field or object​

  1. Click the pencil icon () next to a field name in the box on the Outline tab of the center panel (also called Templates Columns).

  2. Replace the name in the Override label field and click Save.

  3. See the change reflected in the Preview panel.

Rename a field in an object​

If an object contains fields, the object name in the box on the Outline tab of the center panel (also called Templates Columns) will have a number next to it, like E&O Insurance - 6. This means there are six fields in the E&O Insurance object.

  1. Click the pencil icon () on the left side of an object's name in the box on the Outline tab of the center panel (also called Templates Columns).

  2. In the Selected box, click the pencil icon () on the left side of a field's name.

  3. Replace the name in the Override label field and click Save.

  4. Click Save.

  5. See the change reflected in the Preview panel.

Remove a field or object​

  1. Click the close icon () next to a field's name in the box on the Outline tab of the center panel (also called Templates Columns).

  2. See the change reflected in the Preview panel.

Remove a field in an object​

If an object contains fields, the object name in the box on the Outline tab of the center panel (also called Templates Columns) will have a number next to it, like E&O Insurance - 6. This means there are six fields in the E&O Insurance object.

  1. Click the pencil icon () on the left side of an object's name in the box on the Outline tab of the center panel (also called Templates Columns).

  2. In the Selected box, click the pencil icon () on the left side of a field's name.

  3. Click the close icon () next to a field's name in the Selected box and click Save.

  4. Click Save.

  5. See the change reflected in the Preview panel.