What is a user-defined field?
Do you want to add a field that collects information that is not collected elsewhere in the application? A user-defined field is the way to go. You can view user-defined information in the file it was saved in, in Inquiry, or on reports that allow you to print user-defined fields.
All user-defined fields are set up in Organization. In Organization, you can determine where you want the user-defined field to appear in the application, what type of user-defined field to create, and how the user will be allowed to enter the information the user-defined field is requesting.
Before you get started, you'll need this information:
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What's the name of the routine where you want to create the user-defined field? The name of the routine, for example, Setup New Customer, will also be the name of the Table that you'll be asked to select when you set up the user-defined field.
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What's the name of the user-defined field? It should be descriptive enough to tell the person filling in the field what they should enter.
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What type of information will the user-defined collect? Some user-defined types, like Dates and Numbers are very specific. When in doubt, choose a Text field because a Text field allows text as well as dates or numbers. If you'd rather add a checkbox instead of a field, choose the Yes/No option.
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Do you want to provide users with a list of values to choose from? You can create a drop-down list for your users. A drop-down list will show a list of options which the user can choose from. The drop-down list can limit the user to the list or it can allow a user to type in a different value.
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Do you want to the user-defined field to show a default value? Of course, you can edit the default value but if you already know the value most users will pick then it might save time to use it as the default value.
Now, you're ready to use the options on the User-defined tab to create a user-defined field.
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