How Do I Create a User Defined Field?

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):

1. Click Admin > User Defined Fields.
2. Click the FIELDS tab.
3. Select a field TYPE.
4. Enter a field LABEL.
5. (Optional) Use the TOOLTIP field to enter additional information or field guidance to the end-user.
6. (Optional) Click Required to make the field required before saving.
7. (Optional) Click Read Only to make the field a read only field.
8. Click SAVE.