Creating Custom Record and Report Types
Learn how to create custom record and report types for your community!
Custom record and reports are limited based upon your subscription version.
For more information, please view our pricing page.
Sonoran CAD allows your community to create custom records and incident reports for police, fire, and EMS services. This tutorial will cover the basics of creating a new custom report or record and general usage of the system.
Navigate to
Admin > Customization > Custom RecordsFrom the "New Record Type" dropdown, select the desired record type.
Records follow the standard record editing and lookup system, and require a civilian or vehicle field to be searched.
Reports can be searched in the unit's report center via number or identifier.
Sonoran CAD's Custom Record Types
Add your desired custom and premade sections, edit fields, and more!
Select custom or premade sections from the dropdown buttons
If your section is a custom character or vehicle field, you can toggle on the search button. This allows the section to be filled via when creating a new one. Learn more about ensuring civilian and vehicle searches link to your custom record fields.
The enable duplicate button allows users to click and create a new copy of the section while filing the record.
Sonoran CAD: Custom Record Section Options
Text
These fields are generic text boxes.
The select field allows you to customize a dropdown box.
The text area field allows you to create a large text area.
The checkboxes type allows you to create multiple checkboxes.
The date field allows you to specify a date field. You can also specify the formatting in the mask column.
When
readOnly is selected, this field will auto-fill the current date for new records.
The time field allows you to specify a time field.
The image field allows you to specify an image to be displayed.
The linked records field allows you to link and cross-reference other records and reports to this record.
Custom flag options can be added to every record template. When checked, these flags will show up as alerts on any lookup. Similar to a checkboxes section, you will need to expand the section and add options.
Labels can display static text, along with color attributes.
Unit Information
The
UNIT_NUMBER, UNIT_NAME, UNIT_RANK, UNIT_AGENCY, UNIT_DEPARTMENT, UNIT_SUBDIVISION, UNIT_AGENCY_LOCATION, UNIT_AGENCY_ZIP, and UNIT_LOCATION field types will all automatically insert the unit's information when they create a new record.
This will show the field label and value in the lookup table preview.
This will disable the field for all non-supervisor unit identifiers.
Your unit's supervisor status can be set in the unit identifier editor.
Required fields will require the unit to enter something into the field before the record can be submitted.
Unique fields enforce that no duplicate values for this field are stored in the database. These values are enforced for the specific record template only.
Unique fields can only be on non-DB Sync records and in custom sections.
Read Only
Read only fields prevent the user from entering new or modified text. This is used for auto-filled fields like unit information when a new record is created.
Note: The
date and time fields will auto-fill with the current date/time if readOnly is toggled, based on the community's timezone.
Dependencies allow you to make an individual field or entire section visible based on conditions.
Copy Parent Field ID
Expand a field and copy the unique
Field Mapping ID.
Set Child Dependency
On a section or field, click the dependency button to open the editor.
Paste the unique
Field Mapping ID from before. The box will light up green when a valid ID is entered.
Checkbox or Select fields as the dependency parent will allow you to select what values will display this section or field.
Text fields as the dependency parent will allow you to enter what text values will display this section or field.
There are multiple options for dependency types.
Equal- Dependency will display if the entered content are an exact match to the specified value(s)
Not Equal- Dependency will display if the entered content is NOT equal to the specified value(s)
Contains- Dependency will display if the entered content contains any of the specified values(s)
Be sure to set the record name, and press SAVE
Saving your new custom record
In the police, dispatch, fire, or EMS page, select "REPORTS" in the top action menu bar
From here, you can create a new report, search existing reports, and view reports requiring supervisor actions.
Sonoran CAD Reports Center
Select "New Report" and the desired custom report type from the dropdown button
From there, you can fill out the fields and add the record.
If the "NEW REPORT" button, or actions on the report viewer are disabled, you are missing the permissions to do so.
The supervisor panel shows all reports that have a blank field that requires supervisor permissions.
If you do not have the supervisor panel enabled, you will need to have the supervisor permission granted on your account.
Many communities decide to enable a custom field for preview after many records of that type have already been created.
Ex: Adding a previewed field to show the license "Type"
Communities can process a manual updating of historical records in the custom records menu.
Resync Preview Fields
Resync Preview Fields - Confirm
Sonoran CAD will search for all records of this type and attempt to automatically update any historical records with the latest preview field preferences.
Because Sonoran CAD records are entirely customizable, changing the field UID (unique ID) from one revision to the next will result in a failure to match and update the preview field.
Database sync records do not have the option to re-sync, as they will always be up-to-date.
A re-sync is only available once per 10 minutes.
Custom records allow the addition of a character and vehicle search button in sections. Clicking these allows the user to search and import a vehicle or character into the record section.
Custom Record - Vehicle and Civilian search sections
Character and vehicle searches will not fill out fields in your record if the record field UIDs are incorrect.
In order for these searches to properly place the vehicle and civilian record in your custom record fields, specific field
uid values must match.The default
Civilian record has the following field UIDs:first last mi dob age sex aka zip occupation height weight skin hair eyes emergencyContact emergencyRelationship emergencyContactNumber residence
When creating your custom record section with civilian search imports, those field UIDs will also need to match. The image below shows a custom record with the civilian search section toggled with the matching field UIDs.
The default
Vehicle Registration record has the following field UIDstype plate make model color year
When creating your custom record section with vehicle search imports, those field UIDs will also need to match. The image below shows a custom record with the vehicle search section toggled with the matching field UIDs.
Last modified 7d ago