User Defined Fields (UDF)
User Defined Fields (UDFs) allow you to create unique fields and page layouts for the Building and Equipment record pages. This functionality allows you to enter additional information and/or customize the page beyond its default appearance. To accommodate various types of data, fields can be created as a text field, text area, numeric field, radio buttons, select list, multi-select list, checkbox, and date picker. This section describes the process of creating custom fields and page layouts, and then applying both to the desired area within the application.
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User Defined Fields User Guide
User Defined Fields (UDFs) allow you to create unique fields and page layouts for the Building and Equipme...
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How Do I Associate a Page Layout to Building Pages?
After creating the User Defined Fields (UDFs) and page layouts you need to associate your page layout to an...
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How Do I Associate a Page Layout to an Equipment Category?
After creating the User Defined Fields (UDFs) and page layouts you need to associate your page layout to an...
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How Do I Delete a Section from a Page Layout?
This section describes the process of deleting a section from a page layout. Note: Deleting a section ONLY ...
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How Do I Add a Section to a Page Layout?
This article describes the process of creating another section to a page layout. To add a section to a page...
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How Do I Edit a Page Layout?
After an equipment or building page layout has been created you can organize your User Defined Fields (UDFs...
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How Do I Create a Building Page Layout?
After your building specific User Defined Fields (UDFs) have been created, you have the ability to organize...
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How Do I Create an Equipment Page Layout?
After your equipment specific User Defined Fields (UDFs) have been created, you have the ability to organiz...
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How Do I Deactivate a User Defined Field?
This article describes the process of deactivating a user defined field. Note: Deactivating a field that co...
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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 B...
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How Do I Edit a User Defined Field?
A User Defined Field (UDF) allows you to create a custom field that captures important information on the B...
Client Success