Add or Modify Fields in Standard and User-Defined Components

You can add user-defined fields to standard and user-defined tabs in the Equipment hub in the desktop application.

However, only user-defined fields display on the Custom Fields tab; standard fields do not display on this tab. After you add user-defined fields, use Screen Designer to re-arrange and resize them.

To add or modify fields:

  1. On the Navigation menu in the desktop application, click Settings > General > User Defined Components.
  2. In the Application field on the User Defined Tabs form, select Equipment.
  3. In the Custom Fields grid on the Custom Fields tab, position the cursor on the row above the row at which you want to insert a field and click Insert. When you add fields, the fields are positioned on the Equipment hub tab in the order in which you enter them in the grid on the Custom Fields tab, starting in the top left corner of the tab.

    When you add fields to standard tabs, the fields are positioned beneath existing fields on the tab, outside of the main area.

    If you add both fields and grids to a tab, fields are listed first, then grids.

  4. Complete the information for the custom field in the row in the grid.
  5. To specify the type of information that users must enter in the field, select a data type in the Data Type field. If you select Dropdown or Lookup, click the ellipsis in the List of Values field in the grid, and complete the following actions on the Drop-Down Type Values dialog box:
    1. Click Insert to add a new item to the list.
    2. In the Value column, enter the value to display in the drop-down list or on the lookup for the field.
    3. In the Code field, enter a code for the item.
    4. Use the Move Up and Move Down buttons to establish the order of the items in the list.
    5. If you are setting up values for a drop-down list and want to require that users select from those values, only, select the Limit entry to values in list check box.
    1. Click OK to return to the Custom fields grid.
  6. To move a field from one tab to another, select a different tab in the Tab field for a field in the grid. You can move fields from one tab to another without losing the data in the field.
  7. Click Save.
Postrequisite: Use Screen Designer to move fields to new positions or to group user-defined fields together in a group box.