Overview
Use this page to add and configure user defined fields for steps.
Screen Elements
Add (Ins) button
Creates a new entry in the current table.
Full Screen
Expands the current work area so it fills the entire display.
Prints the current page, table, chart, or item.
Search
Searches the view or dialog box for data matching the criteria entered into the box.
Row Actions menu
Add: Creates a new item.
Delete: Removes the selected item permanently. The item will be deleted permanently.
User Defined Field field
The name of the user defined field.
Data Type list
The name of the type of data that corresponds to each user-defined field. The data type you select determines the type of data you can specify in a field. The following data types are available:
Text: Allows you to use text or a combination of text and numbers.
Start Date: Allows you to enter Start Date information only.
Finish Date: Allows you to enter Finish Date information only.
Cost: Allows you to enter currency values.
Number: Allows you to use numerals with two decimal places.
Integer: Allows you to use numeric data, but not a number related to money.
Indicator: Allows you to use an indicator field that you can use to icons in columns.
Download
Enables you to download the view as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all columns are downloaded.
Tips
- Right-click any field to add or delete a UDF.
- When a user-defined field (UDF) is deleted, all its values are also deleted from all of their respective appearances throughout the application. This includes user interface views, activity views, calculated UDFs, reports, Activity Networks, filters, sorts, groupings, waterlines, and columns.
Getting Here
To access enterprise data:
- Click Administration.
- On the Administration navigation bar, click Enterprise Data.
- On the Enterprise Data page, expand Activities and click Step UDFs.