Creating Document UDFs
Create document user defined fields (UDFs) if the predefined fields do not meet your needs.
To create a document UDF:
- Click Administration.
- On the Administration navigation bar, click Enterprise Data.
- On the Enterprise Data page, expand Documents and click Document UDFs.
- On the Document UDFs page:
- Click Add.
- In the User Defined Field, double-click and type a name.
- In the Data Type field, choose a type from the list.
- Click Save.
Tips
- If you intend to use reporting software, avoid using commas when creating data other than Project names. The way that data is passed to some reporting software can cause a comma to be interpreted as a delimiter between data items.
Related Topics
Defining Formulas for User Defined Fields
Defining Indicators for User Defined Fields
Defining Statements for User Defined Fields
Last Published Tuesday, March 26, 2024