A User Defined Field (UDF) allows you to create a custom field that captures important information on the Building and Equipment record pages. This article describes the process of creating a User Defined Field.
To create a User Defined Field (UDF):
- Click Admin > User Defined Fields.
- Click the FIELDS tab.
- Select a field TYPE.
- Enter a field LABEL.
- (Optional) Use the TOOLTIP field to enter additional information or field guidance to the end-user.
- (Optional) Click Required to make the field required before saving.
- (Optional) Click Read Only to make the field a read only field.
- Click SAVE.
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