Add or Modify Fields in Standard and User-Defined Components

You can add user-defined fields to both standard and user-defined tabs. However, only user-defined fields display on the Custom Fields tab; standard fields do not display on this tab. After you add user-defined fields, use the Screen Designer to re-arrange and resize them.

To add or modify fields:

  1. On the Navigation menu, click Settings > General > User Defined Components.
  2. In the Application field on the User-Defined Tabs form, select the application to which you want to add fields.
  3. On the Custom Fields tab, position the cursor on the line above the point at which you want to insert a field and click Insert.
  4. Complete the fields on this tab.

    When you add fields to a user-defined component, the fields are positioned on the screen in the order in which you designate them on the Custom Fields tab, starting in the top left corner of the tab.

    When you add fields to standard components, the fields are positioned beneath existing fields on the component, outside of the main area.

    If you add both fields and grids to a tab, fields are listed first, then grids.

  5. To move a field from one tab to another, select the new tab in the Tab field for that field. You can move fields from one tab to another without losing the data in the field.
  6. To specify a list of values from which users select when they use the field, set the Data Type field to Dropdown or Lookup, click the ellipsis in the List of Values field, and complete the following actions on the Values dialog box:
    1. Click Insert to add a new item to the list.
    2. In the Value column, enter the value to display in the drop-down list or on the lookup for the field.
    3. In the Code field, enter a code for the item.
    4. Use the Move Up and Move Down buttons to establish the order of the items in the list.
    5. If you are setting up values for a drop-down list and want to require that users select from those values, only, select the Limit entry to values in list check box.
  7. Click Save.
Postrequisite: Use the Screen Designer to move fields to new positions or to group user-defined fields together in a group box.