×
Menu
Search
 
   
   
   
 

User Defined Fields

User Defined Fields allows you to create custom fields in form grids.
 
Navigation Path:  Portfolio>Lists>User Defined Fields
User Defined Fields
 
1

Select Entity

Select the area (program, system etc.) that the UDF applies to.
2

Record Type

Select the area (invoice, RFI etc.) where the UDF is being added.
3

Header

Enter the Name of the User Defined Field.
4

Visible

Check the box in order to make the User Defined Field visible in the Record.
5

Type

Select the data type for the User Defined Field.
6

Update Records

Click on the Update Records button to save the User Defined Field.
7

Calculation

Click to enter a calculation.  This must be based on available fields from the record type and field type.  For those fields with integers or currency fields, a calculation helper icon appears when the field is highlighted for editing. In the calculation helper pop up, click on the fields required to build the calculation.  Click Save & Close when complete.