User Defined Fields

User Defined Fields

Overview

User-defined fields (UDFs) are custom fields you can create to store additional data not available in the standard schema of the integrated systems. These fields are useful when integrating systems or custom applications that require exchanging business-specific data. UDFs are especially useful when your organization has unique data requirements (e.g., "Quality Approval Date", "Warranty Expiry", "Region Code") that need to be tracked directly in the system.

Purpose of User-Defined Fields
  1. Customization: Tailor the integration to meet specific business needs.
  2. Flexibility: Allow systems to exchange non-standard data.
  3. Scalability: Enable future enhancements without modifying core system logic.

Step 1 - Navigate to User-Defined Fields

Info
Navigation: Home > System > Edit System > Configurations > User-Defined Fields

Step 2 - View Object and Its UDF

  • Click the User-Defined Fields band.

  • After clicking the User-Defined Fields band, the screen displays the list of objects for which the UDFs are defined.
  • The UDF ID appears at the end of the band. It can be a name, a number, or a string.
  • Each object appears on a separate band.
  • The action area provides the Search, Help, and Refresh icons.

  • The action area includes a refresh icon.
  • Click the Refresh icon. Clicking the icon refreshes all objects with the latest UDF information.

  1. Hover over the band. A refresh icon appears when you hover over the object band.
  2. Clicking this icon refreshes the individual object with the latest UDF information.

Step 3 - View UDF Details

  • After clicking User Defined Fields, the screen displays the list of objects.
  • Click any of the object bands to expand the section. 
  • Some objects may not have a subsection; click the band to view the UDF details.


  • Click the object band to UDF details.
  • Each UDF appears on a separate band. The band displays the UDF name and description. Additionally, the UDF ID is shown at the end of the band. It can be a name, a number, or a string.
  • The expanded section shows the area of the object where the UDF is created. For example, in the screenshot below, the UDFs are defined under "Address" and "Main Section."
  • If more than one UDF is defined, each appears on a separate band.


    • Related Articles

    • Edit Admin User

      Overview For each system, an administrator user is designated, possessing administrative rights pertinent to that specific system. Typically, the individual who creates the system is automatically assigned as an administrator user. Furthermore, an ...

    • View Laptop User

      Overview Laptop users primarily operate in offline mode. Users currently engaged in cloud-based work can transition to using laptops and working offline as needed. To enable offline functionality on laptops, a specific configuration is required to ...

    • Remove Laptop User

      Overview This article offers detailed guidance on removing a user from laptop mode, including step-by-step instructions and tips for ensuring a smooth transition. Expand the context menu on the card. Click the Remove Laptop icon. After clicking the ...

    • Add Laptop User

      Overview The OneEnterprise platform enables you to determine whether your contact operates in an offline or online capacity. If you prefer that users work offline, you can initiate the offline process so they can continue working using their laptops. ...

    • Credentials

      Overview This article offers a detailed guide on how to update your system's credentials to maximize security effectively. You can manage system credentials to preserve the security and integrity of your application. By following the steps mentioned ...