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.
Tip:
- 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
Working with User Defined Fields
Defining Formulas for User Defined Fields
Defining Indicators for User Defined Fields
Defining Statements for User Defined Fields
Last Published Thursday, April 3, 2025