Add new user-defined fields

User fields allow departments to track extra data not tracked by FH, and to associate these extra values with specific records.

  1. From the Administration menu, select the User-Defined Fields option.

  2. Select the module and area you wish to add user fields to.

    The area you select determines where the user fields will be entered.

  3. Press Setup.

    The User Fields form for the selected area is displayed.

  4. Use the toolbar to specify or add the following.

    Icon Name Does this
    Form & Tables Properties Defines properties for the entire form.
    Label

    Creates text that can be placed anywhere on the form.

    This text can not be modified or included in report forms.
    Text Box

    Adds basic data entry fields to the form.

    Text boxes allow entry of a variety of data types, including dates, formatted time, and lookup-driven fields.

    Information on making user-defined fields lookup driven is available in Lookup Driven User-Defined Fields.
    Edit Box

    Adds unlimited text to these fields.

    You can spell check entries into this field.
    Option Group Adds an option group, which allows you to select a single option from group of options by clicking a radio button that precedes the option.
    Check Box Adds a check box.
    Combo Box

    Adds a combo box to your field.

    This box is a combination of a list box and text box, allowing you to either type in a previously defined value or select it from the list. Combo boxes take up less space than list boxes since only one selection at a time is displayed. If you want to limit users to a list of valid choices, consider using a lookup-driven text box for more flexibility.
    List Box

    Adds a list box to your form.

    List boxes allow you to either type in a previously defined value or select it from the list. If you want to limit users to a list of valid choices, consider using a lookup-driven text box for more flexibility.
    Spinner Adds a numeric field that includes arrows to increase or decrease the numeric value.

  5. Press Save after you have added all the fields to the form.

    The user field form you have designed is accessible from the Other section of the respective report form by pressing User Fields

 

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