Creating a customized field

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Creating a customized field

Access: Configuration > Business > Configuration > Customized fields

1Under Field list, click on Create a new field.

2In the Customized field definition, select the Function for which you want to create a customized field.

3Select the Section.

If you select “Other fields”, the customized field will be displayed in a new section Other fields. This section will be added at the bottom of the other sections of the function or below Notes, if there is one.

The customized field is added at the end of the selected section.

When many customized fields are created in the same section, they are displayed according to their order of creation. It is possible to modify this order, see Modifying the display order of a customized field.

4Enter a French label and an English label.

5Under Format, select the Type.

Things to remember

If you select:

“Alphanumeric”: you must enter the desired length of the field.

“Numeric”: you must enter a value for the number of integers and for the number of decimals.

“Value table”: you will have to create the elements you want to include in the customized field drop-down list. To do so, access the function in which the field was created. In the customized field drop-down list, select “Add item” and complete the fields. You can create a maximum of ten fields of the same type within the same function.

“Text area”: the user can enter up to 2000 characters.

6Click on Save to complete the procedure.

It is possible to delete a customized field, see Deleting a customized field.

For more information

Creation of customized field - Additional information