Contents of the Field Settings Dialog Box

Use the fields and options on this dialog box to enter or edit settings and properties for new and existing user-defined fields for posted transactions.

The fields included on this dialog box vary, based on the type of user-defined field that you are adding or modifying. This topic identifies all the possible fields that could display on the dialog box.

Contents

Field	Description
Default Value	This field displays for many user-defined field types. Enter or select a default value to prefill in the user-defined field. Users can change the prefilled default value in the user-defined field as needed. The default value prefills in the user-defined field going forward for new transaction records that are created after you enter or modify the default value. The default value does not populate the user-defined field for existing records that were created before you entered or modified a default value for the field. If you use multiple languages in Vantagepoint, character and memo type user-defined fields are not multi-lingual. What you enter in the Default Value field on this dialog box for these type field is seen when you log in to Vantagepoint using any language.
Currency Type	This field displays for currency type user-defined fields when you use multiple currencies in Vantagepoint. Select one of the following currency types in this field: Specific: Users must enter the currency amount in the user-defined field using the currency that you specify in the Currency field that displays below this Currency Type field. Record: Users must enter the currency amount in the user-defined field using the currency that is associated with the posted transaction. You cannot change the entry in this field after the user-defined field is created and saved.
Currency	This field displays when you select Specific in the Currency Type field on this dialog box. Select the currency in which users must enter the currency amount in the user-defined field. The list of possible currencies is based on the currencies that you set up in Settings > Currency > Options.
Decimal Places	This field displays for numeric type user-defined fields. Enter the number of decimal places to display for the numbers that users enter in numeric type user-defined fields.
Min Value	This field displays for numeric and currency type user-defined fields. To require that the values that users enter in the user-defined field are equal to or more than a minimum value, enter that minimum value in this field.
Max Value	This field displays for numeric and currency type user-defined fields. To require that the values that users enter in the user-defined field are less than or equal to a maximum value, enter that maximum value in this field.
Include in Report Total	This checkbox displays only for numeric and currency type fields. Select this checkbox to include totals for the user-defined fields on a report when the report includes a column for the user-defined field.
Values Grid	This grid displays for drop-down type user-defined fields. Enter the items to include in the field's drop-down list that users can select from when they make an entry in the field. Click + Add Value and in the blank row in the grid, enter an item to include in the drop-down list for the field. Fields in the grid are: Value: Enter the name or value of the item to display in the drop-down list. You can enter characters, numbers, and symbols. If you use multiple languages, you must log in to Vantagepoint in each language and make an entry in the Value field in the language that you logged in with. Code: This field displays a code that is automatically assigned to the drop-down list item. You cannot change the code. If you use multiple languages in Vantagepoint, this code helps you more easily identify drop-down list items when you open Vantagepoint in a different language and use the Field Settings dialog box to specify the names of the drop-down list items in a different language. Default: Select this checkbox for the drop-down list item that you want to prefill in the user-defined field by default. Users can change the entry in the prefilled field. Order of the Items in a Drop-down List The items in the drop-down list for the user-defined field will appear in the order that you enter them in the Values grid. To change the order, hover over a row in the grid, click (drag handle icon) to the left of a value name, drag the row up or down in the grid, and drop it in the desired location. Deleting Items in a Drop-down List To delete an item from the drop-down list, hover over the row in the grid and click at the end of the row. If the item was not previously selected and saved in the user-defined field for any transaction record, the item is deleted from the drop-down list for the field going forward. If the item was previously selected and saved in the user-defined field for a transaction record, that entry remains with the transaction record, and the item is deleted from the drop-down list for the field going forward.
Limit Entry to Values List	This checkbox displays only for drop-down type user-defined fields. Select this checkbox to require that users select only from the drop-down list in the user-defined field. They cannot type an entry in the field. When this checkbox is cleared, users can select from the drop-down list or enter a value in the field that is not in the list. Caution: After you click Apply on the Field Settings dialog box and click Save on Transactions form, the new user-defined field is saved, and you cannot change the Limit Entry to Values List checkbox setting.
Apply	Click this button to add the user-defined field to the User Defined Fields for Transactions grid on the Transactions form. Important: You must click Save at the top of the Transactions form to final save the user-defined field in the User Defined Fields for Transactions grid on the Transactions form. After you final save a user-defined field, you can edit the field settings for it by clicking in the Field Settings field in the User Defined Fields for Transactions grid on the Transactions form.
Cancel	Click this button to return to the Transactions form without adding the user-defined field.