How Do I Create a User Defined Field?

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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.

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