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29.5 User Fields tab

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29.5.1 User Fields tab shows the available customisable fields. Use these fields to record any extra information that cannot be placed in the General tab. You can customise the field names & apply some behaviour

 

For information on how to customise field names, refer to "How do I customise Field Names" Category in this How To Guide.

 

29.5.2 Define a userfield value

 

Set userfields to have standard values for users to select and avoid incorrect and misspelled entries.

Go to Administration -> Setup -> Job/Task/Emp tab -> untick 'Make Job User Fields self-referential'

Open a Job -> click User Field tab -> select any of userfields 1 to 20 to use

Double-click a userfield to open the Lookup table

Enter Code and Description

Click Close when done

 

Set userfields to create a list based on existing data in the database (self-referential).

Go to Administration -> Setup -> Job/Task/Emp tab -> tick 'Make Job User Fields self-referential'

Open a Job -> click User Field tab -> select any of userfields 1 to 20

If any of those fields have values entered on other Job records, the values will form part of the dropdown list