Creating UDAs

  To create UDAs:

  1. Navigate to the UDA tab.

  2. On UDA, click Create.

  3. Enter a name and click Save.

    Note:

    If creating a UDA for approvals, assign a prefix to the beginning of the name (for example, ProdMgr:Name). A prefix indicates that the UDA contains a user name and enables the data validation rule to look up the user. Use the same prefix for all approvals UDAs.