Edit User Defined Fields

Form ID: (CS205020)

You can use this form to add, edit, or delete user-defined fields for the form from which this form was opened. User-defined fields are based on attributes that have been defined in the system. Thus, before adding each new field to a form, you should define the attribute for the field or be sure it is already defined on the Attributes (CS205000) form.

This form opens when you click Customization > Manage User-Defined Fields on the form title bar of a form that supports the addition of user-defined fields. For a list of forms that support this functionality, see User-Defined Fields.

Note: You cannot navigate directly to this form from a workspace or through a search.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Add User-Defined Field	Opens the User-Defined Field Parameters dialog box, so that you can specify the attribute that corresponds to the field you are adding and the field’s location on the form.
Manage Attributes	Opens the Attributes (CS205000) form in a pop-up window so that you can manage attributes.

Table 1. User-Defined Field Parameters Dialog BoxIn this dialog box, you can specify the basic settings of the user-defined field you are adding or editing.
Element	Description
Attribute ID	The attribute corresponding to the field. Attention: We do not recommend that you use an attribute of the Selector type as a user-defined field if the values of the data field that corresponds to this attribute depend on the values of other fields.
Column	The column number of the User-Defined Fields tab where the field will be placed.
Row	The row number of the User-Defined Fields tab where the field will be placed.
The dialog box has the following buttons.
OK	If the dialog box was opened to add a field, saves your changes, creates the field with the specified attribute and position, and adds the field to the User-Defined Fields and Properties tabs of the current form, as well as to the form for which the user-defined fields are being defined. If the dialog box was opened to edit an existing field, saves your changes and reflects them on the User-Defined Fields and Properties tabs of the current form, as well as to the original form.
Cancel	Closes the dialog box without saving any changes.

User-Defined Fields Tab

Here you can see the added user-defined fields as they are displayed on the User-Defined Fields tab of the original form (that is, the form for which you are editing user-defined fields) and edit or delete the fields.

Table 2. Elements
Element	Description
User-Defined Field Name	Name of the user-defined field that coincides with the corresponding attribute name.

Table 3. Buttons
Button	Description
Edit	Opens the User-Defined Field Parameters dialog box so that you can edit the field's attribute ID and position on the form.
Delete	Removes the user-defined field from the form.

Properties Tab

Here you can specify the settings for the added user-defined fields.

Table 4. Tab ElementThe name of the element above the table may be *Document* or it may be a name, such as *Type* or *Class*, that appears on the original form and categorizes the documents or entities. Regardless of the name of the box, the value you select determines which documents or entities are affected by the settings in the table. If the functionality of the original form does not split the records into categories, this element does not appear on the tab.
Element	Description
Document (or a form-specific name)	The document or entity category to which the settings in the table should be applied. The values in this box correspond to the document or entity categories that can be selected on the original form (the specific form from which the current form has been opened). Depending on the set of categories defined for the documents or entities on the original form, the type of the list of values in this box and the default value can be the following: If the box on the original form has a fixed set of predefined categories, a drop-down list is used. The default value is All. If the box on the original form has an expandable or user-definable set of categories, a lookup table is used. By default, the box is empty. You can select one of the available values to apply the values in the table to documents or entities of only that type. If you leave the default setting, the settings will be applied to documents or entities in all categories.

The table contains the list of user-defined attributes and their properties. The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Element	Description
Activity Type	The type of an activity. You can select a type for which the Active check box is selected on the Activity Types (CR102000) form. This box is shown only if you open the current form from the Activity (CR306010), Task (CR306020), or Event (CR306030) form.
User-Defined Attribute	The name of the attribute that is displayed on the User-Defined Fields tab.
Hidden	A check box that indicates (if selected) that the user-defined field should not be displayed on the form. For all listed fields, the state of this check box is saved for the selected document type only.
Required	A check box that specifies (if selected) that the user-defined field should be mandatory. For all listed fields, the state of this check box is saved for the selected document type only.
Default	The default value of the user-defined field. This value will be displayed on the form when you edit the user-defined field. You can change this value on the form, if needed.