Use this screen to customize labels for the user-defined fields in the organization table. User-defined labels help you to enter and track more information about your organizations. These labels are optional, but if there is additional information you want to capture about an organization, you can set up labels in this screen for use in Impromptu. You can also use this screen to set up validated text and labels so that you can control what is entered into the Maintain Organization User-Defined Info screen. You can create validated text labels, which allow use of Lookup, in either of the following ways:
Enter a "Y" (Yes) in the Validated Text column and use the Validated Text subtask to customize the information you and your users will view when using Lookup in the Maintain Organization User-Defined Info screen.
Enter an "N" (No) in the Validated Text column and use Lookup in the Costpoint Validation Field column to select the Costpoint data table column that will be used for Lookup in the Maintain Organization User-Defined Info screen.
You must set up the labels or validated text for user-defined fields here before they will be available in the organization file maintained by the Maintain Organization User-Defined Info screen. Although you can set them up at any time, you should, for more complete organization information, set them up before you enter any organizations.
Enter the sequence in which you want the labels to display in the Maintain Organization User-Defined Info screen. Two rows cannot have the same sequence number; if they do, you will not be able to save this screen. New rows are automatically incremented by 10, allowing for insertion of additional rows at a later time.
Use this drop-down box to select the data type allowed on the Maintain Organization User-Defined Info screen. Select "D" (Date) to allow entry of only a date. Select "N" (Numeric) to allow entry of only a number. Select "T" (Text) to allow entry of alphanumeric text.
Only "T" (Text) data types will be allowed if you enter "Y" (Yes) in the Validated Text column.
Enter the row heading, up to 15 alphanumeric characters. This label will display in the Maintain Organization User-Defined Info screen, and you will be able to assign values to your selected organization.
Enter a short help description, up to 30 alphanumeric characters, that you want to display at the bottom of the screen, in the on-screen help field, when you are entering data into the Maintain Organization User-Defined Info screen.
Use Lookup to select a column of an already existing data table. The items in this column will be used as a Lookup source in the Maintain Organization User-Defined Info screen. You cannot use the Validated Text option when this column is active.
Highlight the row for which you want to enter values and select the Validated Text pushbutton. This retrieves the Validated Text subtask, where you set up valid values.
Enter a "Y" (Yes) if entries made for this label will be restricted to specific alphanumeric text. Use the Validated Text subtask to create these text items and their descriptions. You cannot use the Costpoint Validation Field in this row when there is a "Y" (Yes) in this column.
Enter a "Y" (Yes) if this user-defined information will be a required field for this organization in the Maintain Organization User-Defined Info screen.
Highlight the label row and select the Validated Text pushbutton to open a subtask where you can enter valid values for the validated text labels. This subtask is accessible only if you have entered a "Y" (Yes) in the Validated Text column.