Custom Fields Tab of the User Defined Tabs Form

Use the Custom Fields tab to add, modify, or delete fields in the Equipment hub in the desktop application.

Contents

Custom Fields Grid

Grid Options

Field	Description
Custom Fields Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option to enter a new user-defined field in a blank row in the grid. The blank row is inserted below the selected field.
Find	Click this option to open the Find User Defined Field Label dialog box and search for specific text in the Label column on the Custom Fields grid.
Find Next	Click this option to locate the next instance of the text that you entered on the Find User Defined Field Label dialog box.
Move Up Move Down	To change the order of user-defined fields in the grid, select the user-defined field, and then click either of these options on the grid toolbar to move the field. Field position in the grid determines the sequence in which the fields display on lookups and reports.
Delete	To delete a user-defined field from the grid, select the row in the grid and click this option.

Grid Fields

Field	Description
Tab	Select the tab on which you want the user-defined field to display. Both standard and user-defined tabs for the selected application display in the list. You cannot change the tab for a previously saved user-defined field that has had Screen Designer changes made to it.
Label	Enter a name for the user-defined field, such as Birthday. This name displays as the label for the field on the tab. IMPORTANT: If data from a user-defined field will be merged throughout Custom Proposals or customized SF255, SF254, and SF330 Proposals, do not use any special characters or symbols (for example, !, @, (, ), `, ', [, ], {, }, or &) in user-defined field labels. If you do, an error displays when you attempt to save the user-defined field. If you modify a label name after the user-defined field has been used in saved searches, you may need to make changes in these saved searches.
Database Column Name	This is the name that is used internally for a user-defined field. It does not display on a tab. The name that you enter in the Label field prefills in the Database Column Name field and is preceded by Cust. You can modify the prefilled entry in the Label Database Code field, but it must begin with Cust. If you omit Cust, it is automatically inserted when you save the entry.
Data Type	Select the data type for the user-defined field. After a user enters data in the user-defined field, you cannot change the data type, with the exception of Character, Dropdown, and Lookup. These three types are compatible and interchangeable. If you want to change data types other than these, delete the user-defined field and re-add it. You have the following options: Account: Creates an Account lookup list field. Boilerplate: Creates a field in which you use the Boilerplate lookup to select a boilerplate in the field. Character: Creates alphanumeric values. CheckBox: Determines if the field is a Yes/No check box. Contact: Creates a Contact lookup list field. Currency: Select this option to create a currency field for a monetary amount. Date: Creates a field that contains a date value. Dropdown: Creates a drop-down list field. To specify the possible selections, use the List of Values field. Employee: Creates an Employee lookup list field. When you create an employee data type, you create two new fields, one for the employee name and one for the employee number. The employee number search field is compatible with the "is me" operator, so that you can use that operator for user-defined labor type fields. Equipment: Creates a field in which you use the Equipment lookup to select an equipment item in the field. Firm: Creates a field in which you use the Firm lookup to select a client or vendor type firm in the field. Lookup: Creates a lookup list field. To specify the possible selections, using the List of Values field. Marketing Campaign : Creates a Marketing Campaign lookup list field. Memo: Creates an RTF (rich text format) field for formatted text. Numeric : Creates a numeric field. When you select Numeric, specify the number of spaces to the right of the decimal point in the Decimals field. Opportunity: Creates an Opportunity lookup list field. Organization : Creates an Organization lookup list field. Project: Creates a Project lookup list field. URL: If you select this data type, you can enter and save a Web site address in the field, which you can then click to automatically launch the site in a new browser window.
Display Width	This setting determines the number of characters for the column. DPS calculates how wide the column should be on the screen based on the fonts that you use. DPS multiplies the number in this field by 6 to arrive at the number of pixels in the field.
Lines	If you set the Data Type option to Memo, specify the number of lines of text that users can enter the Memo field.
List of Values	If you set the Data Type option to Dropdown or Lookup, click the ellipsis in this field to display the Values lookup, on which you specify the selections that will be available to users when they click the drop-down list or display the lookup for the field.
Decimals	If you set the Data Type option to Numeric, specify the number of spaces to the right of the decimal point. in the number.
Minimum Value	If you set the Data Type option to Numeric or Currency, use this column to specify the minimum number that the user can enter in the field. If you leave this field blank, no minimum value is set and users will be able to enter a negative number in the field. To prevent users from entering negative numbers, without specifying a minimum value, enter zero here.
Maximum Value	If you set the Data Type option to Numeric or Currency, use this column to specify the maximum number that the user can enter in the field. If you leave this field blank, no maximum value is set.
Required	The options for this field are: CRM: Select this option if the field is required for CRM users. This option is only available if the CRM application is installed. Accounting: Select this option if the field is required for Accounting users. This option is only available if the Accounting application is installed. CRM & Accounting: Select this option to require the field for both CRM and Accounting users.
Default Value	Enter the default value that prefills for the user-defined field. This field is available only if you select one of the following settings in the Data Type field: Checkbox: The default value is Unchecked. You can change the value to Checked but you cannot leave the value blank. Date: You can specify the words Current Date or enter a date. Lookup: Use the Values lookup to specify the value. Dropdown: Use the Values lookup to specify the value. Currency: Enter a number. Numeric: Enter a number. Character: Enter alphanumeric characters. URL: Enter alphanumeric characters.
Include in Report Total	Select this option to display a total for numbers in reports. This option applies to Numeric and Currency data types only. If you plan to include a user-defined field on a report with a graph, you must select this option so that DPS is able to set the scale appropriately for the graph.
Required Level	This option is only applicable if the field is required. The options are: All Levels: Select this option if you want the field to be required at all levels (for example, project, phase, and task). Project: Select this option if you want the field to be required at the top level, only. Lowest: Select this option if you want the field to be required at the lowest level (the charging level) of any given node. For example, when a new phase is created for a project, the field is required even if the project has other phases that have tasks. If a specific phase already has a task, the field is not required at the phase level.