To add more information to the properties of entities in your system, you can create
custom fields.
Before you begin
If you want to create a custom field using your own custom data type, the data type
must already be created.
Procedure
-
Open the System task and click the General
settings view.
-
Click the Custom fields tab, and click Add an
item () at the
bottom of the custom field list.
-
In the Add custom field dialog box, select the Entity
type that applies to this custom field.
-
From the Data type list, select a standard or custom data type
for the custom field.
-
In the Name field, enter the name for the custom field.
-
(Optional) In Default value field, enter or select the default
value for this field.
This value is displayed by default when an entity that uses this custom field is
created.
-
Depending on the selected data type, the following additional options are
available:
- Mandatory
- Select this option if the custom field cannot be empty.
- Value must be unique
- Select this option if the value of the custom field must be unique.
NOTE: The unique value option can only be enforced after the field is created. To
enforce this option, you must first make sure that all entities in your system have a
distinct value for this custom field, then edit this custom field to apply the unique
value option to it. Selecting this option automatically selects the
Mandatory option.
- Encrypted
- Select this option if you want this field to be encrypted in the database (encryption
at rest).
NOTE: You must make that decision at creation time. You cannot change this
option after the field is created.
-
Under the Layout section, type the Group
name, and select the Priority from the drop-down
list.
These two attributes are used when displaying the unit's web page, field in the
Custom fields page of associated entity. The group name is used as
the group heading, and the priority dictates the display order of the field within the
group.
-
In the Security section, click to add users and user groups that are
able to see this custom field.
By default, only administrators can see a custom field.
-
Click .
Results
The new custom field is now available on the
Custom fields page of
the selected entity type, and can be used to search for those entity types in the
Search tool.