Work with User-Defined Fields Version

Contents

Overview

You can define fields in system lists to contain information specific to your needs, and identify the type of information that the fields contain. Such fields are user-defined fields. This topic describes how to view the user-defined fields that are available for a list, and how to create new user-defined fields.

Note: If you are working with Sourcing and Contract Management, you should also read the separate discussion of user fields which covers some specialized features for that application.

Security

The "MMTables" role object controls access to user-defined fields.
- For access to user-defined fields from the Materials Management Tables menu, the minimum setting is Modify.

To view user-defined fields for a list:

1. On a list page, (i.e. departments, item inventory, requisitions) locate the record for which you want to view user defined fields.
2. Next to the record, click Menu > User Fields. The user-defined fields for the list appear, along with the value of each field and its description.

To view all user defined fields:

1. From the Materials Management main Contents, select Tables > User Defined Fields. The system displays the names of lists that it uses.
2. Click View User Fields next to a list name. The user-defined fields for the list are displayed.

To create a user defined field in Materials:

1. From the Materials Management main Contents, select Tables > User Defined Fields. The system displays the names of lists for which you can create user fields (Figure 1).

Figure 1 - Lists That Support User-Defined Fields

2. Locate the list for which you want to create user-defined fields.
3. Click View User Fields. The user-defined fields (if there are any) for the list are displayed. If the list has no user-defined fields, No Data appears.
4. Click New to add a user-defined field. The User Defined Fields panel appears.
5. Enter the name for the field in the Name for Field box. The field name can contain up to 15 alphanumeric characters.
6. Enter a description for the field in the Description box.
7. Click Submit. The system returns you to the User Defined Fields panel.
8. Click Refresh to see the new field you created.
9. To create values for the field...

• Click Menu > Field Values next to the field (Figure 2).

Figure 2 - Defining User Field Values

• Click New to create a new value.
  The User-Defined Field Values panel appears.
• Enter the Field Value and Description on the panel.
• Click Save.
• Click Submit.
  The system returns to the User Defined Field Values list.
• Click Refresh.
• Click Back to return to the User Fields list.

The new field and its values are now available for use in the list for which you created the field; e.g., Asset Locations, Departments, etc.

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