Main Menu > Utilities Menu

Adding a New User Field

Text User Field

To add a new text user field:

1. In the User Field Management window, click Add User Field.  The User Field Properties window is displayed.

2. Enter a name for the new user field to the right of Caption.

3. Select Text from the DataType drop-down list.

4. Select an option from the Align drop-down list.

5. Select a BackColour from the Colour palette.

6. Select a ForeColour from the Colour palette.

7. Select an option from the Mandatory drop-down list.

8. If required, enter the default text to the right of Default Value.

Number User Field

To add a new number user field:

1. In the User Field Management window, click Add User Field.  The User Field Properties window is displayed.

2. Enter a name for the new user field to the right of Caption.

3. Select Number from the DataType drop-down list.

4. Select an option from the Align drop-down list.

5. Select a BackColour from the Colour palette.

6. Select a ForeColour from the Colour palette.

7. Enter the lowest permitted number in the field to the right of Range(From).

8. Enter the highest permitted number in the field to the right of Range(To).

9. Select an option from the Mandatory drop-down list.

10. If required, enter the default number to the right of Default Value.

Currency User Field

To add a new currency user field:

1. In the User Field Management window, click Add User Field.  The User Field Properties window is displayed.

2. Enter a name for the new user field to the right of Caption.

3. Select Currency from the DataType drop-down list.

4. Select an option from the Align drop-down list.

5. Select a BackColour from the Colour palette.

6. Select a ForeColour from the Colour palette.

7. Select an option from the Mandatory drop-down list.

8. If required, enter the default amount to the right of Default Value.

Date User Field

To add a new date user field:

1. In the User Field Management window, click Add User Field.  The User Field Properties window is displayed.

2. Enter a name for the new user field to the right of Caption.

3. Select Date from the DataType drop-down list.

4. Select an option from the Align drop-down list.

5. Select a BackColour from the Colour palette.

6. Select a ForeColour from the Colour palette.

7. Select an option from the Mandatory drop-down list.

8. If required, click the icon to the right of the Default Value and select the default date.

Yes/No User Field

To add a new Yes/No user field:

1. In the User Field Management window, click Add User Field.  The User Field Properties window is displayed.

2. Enter a name for the new user field to the right of Caption.

3. Select Yes/No from the DataType drop-down list.

4. Select an option from the Align drop-down list.

5. Select a BackColour from the Colour palette.

6. Select a ForeColour from the Colour palette.

7. Select an option from the Mandatory drop-down list.

8. If required, select  the default option from the Default Value drop-down list.

List User Field

To add a new list user field:

1. In the User Field Management window, click Add User Field.  The User Field Properties window is displayed.

2. Enter a name for the new user field to the right of Caption.

3. Select List from the DataType drop-down list.

4. Select an option from the Align drop-down list.

5. Select a BackColour from the Colour palette.

6. Select a ForeColour from the Colour palette.

7. Click the ellipsis button to the right of List.  The Edit List Item window is displayed.

8. Click Add.  The User Fields window is displayed.

9. Enter the new list item and click OK to return to the Edit List Item window.

10. Repeat until all list items have been added.

11. Click OK to return to the User Field Properties window.

12. Select an option from the Mandatory drop-down list.

13. If required, select the default item from the Default Value drop-down list.

Option User Field

To add a new option user field:

1. In the User Field Management window, click Add User Field.  The User Field Properties window is displayed.

2. Enter a name for the new user field to the right of Caption.

3. Select Option from the DataType drop-down list.

4. Select an option from the Align drop-down list.

5. Select a BackColour from the Colour palette.

6. Select a ForeColour from the Colour palette.

7. Enter text to the right of Option(1)Text.

8. Enter text to the right of Option(2)Text.

9. Select an option from the Mandatory drop-down list.

10. If required, select the default option from the Default Value drop-down list.

Remote Contact User Field

To add a new remote contact user field:

1. In the User Field Management window, click Add User Field.  The User Field Properties window is displayed.

2. Enter a name for the new user field to the right of Caption.

3. Select Remote Contact from the DataType drop-down list.

4. Select an option from the Align drop-down list.

5. Select a BackColour from the Colour palette.

6. Select a ForeColour from the Colour palette.

7. Select an option from the Mandatory drop-down list.

 

Related Topics

User Field Management

Editing an Existing User Field

Deleting an Existing User Field