User-defined Fields

A user-defined field (UDF) is a customizable field that you can create to use in Connect Online and Connect applications. It captures additional information that is not saved by the application's default fields.

User-defined fields are

Customizable. You can defined the name, type (date, number, text, yes/no), and purpose of the field.
Flexible. You can decide what to track to support your organization's needs.
Scalable. You can add user-defined fields as they are needed without requesting a custom programming feature.
Integrated. You can view user-defined fields in Connect Online and Connect applications. You can include user-defined fields in reports and most forms.

In this section:

What is a user-defined field?

How do I add a user-defined field?

How do I set up a user-defined field for a large text entry? (2025.02)

How do I change the display order of user-defined fields?

How do I change the name of a user-defined field?

How do I change the user-defined field properties?

How do I delete a user-defined field?

How do I test a user-defined field?

User-defined fields glossary