Patron Registration Options Dialog Box

To open this dialog box:
In the Polaris Administration Explorer, select Parameters, Patron Services, Patron registration options.

Use the Patron Registration Options dialog box to set up certain fields in the Patron Registration workform with default values or require a value in the field to save the record. See Setting Patron Registration Required Fields and Defaults.

The dialog box contains the following tabs:

• General defaults - Set default values for patron registration fields.

• Data Field Defaults - This tab contains the following subtabs:

•  UDFs - To indicate a UDF field is required, select the check box. To set a default value for a UDF, type the value for text fields or select a value for a drop-down list field.

• Custom Fields - To indicate a patron custom data field (PCDF) is required, select the check box. To set a default value for a PCDF, select the field, enter a default in the box, and click Set Default.

Note:
Boolean fields cannot be required, and date fields cannot have defaults.

• Required Fields tab - Select the general information fields to require for patron registration.