About Creating User-Defined Fields

User-defined fields are created and modified in the Set Up User-Defined Fields dialog box in Maximizer and the User-Defined Fields page in Administrator. The fields and folders are organized in a tree view. There can be multiple levels of folders; each containing other folders or user-defined fields. The folder structure allows a maximum of three folder levels.

You can set up different lists of user-defined fields for each type of entry. The user-defined field structure can be multi-tiered with multiple levels of user-defined field folders; each of which may contain other folders or user-defined fields. The folder structure may contain a maximum of three folder levels.

The order that user-defined fields display in the User-Defined Fields page determines the order that user-defined fields display for users.

• Click the Move Up and Move Down buttons to move a field or folder up or down in the list. These buttons move fields only within their current folder level. You cannot use them to move items in or out of folders. To select a field; click on the blank space on a field row.
• Use the Reset Order button to sort items in alphabetical order. All user-defined fields and folders in the selected folder are resorted.

To complete this procedure; you must have the Insert permission for User-Defined Field Setup.

1. In the left navigation pane, hover your mouse over Administration, and select Set Up User-Defined Fields 
2. Select the tab for the category of user-defined fields that you want to work with.
3. Select an existing folder; inside which you want to create a new field.
   – or – Select a user-defined field to create the new field at the same level as the selected field.
4. Click Add Field; and select the type of user-defined field you want to add.
5. In the Name field; type a name for the user-defined field.
6. If you are adding a formula user-defined field; enter the formula in the Formula field.
   Click Insert Field to add basic or user-defined fields to the formula.
7. Specify the properties of the user-defined field.
8. Click Save.

The user-defined field is added to the list.

User-defined field and folder names cannot contain forward slash or backward slash characters ( / \ ). Formula user-defined fields cannot reference other formula user-defined fields.