Creating a Custom Segment Type that Determines the Dynamic Default Value

This topic describes Step 1 of the example for creating dynamic default values in custom segments. For a complete list of steps for this example, see Dynamic Default Values in Custom Segments Example.

Create the custom segment whose value is used to determine the dynamic default value of another field. In this example, the custom segment is for the name of the city and is used to determine the default state name.

To create the segment:

1. Go to Customization > Lists, Records, & Fields > Custom Segments > New.

2. In the Label field, enter the name of the segment, for example, City.

3. Complete the fields, as required.

4. Select the Application & Sourcing subtab. Then select the Transactions subtab.

5. Under the Application subheading, check the box beside the transactions you want to apply this segment to. For this example, check the Sales Transactions box.

6. Click Save.

Related Topics

• Dynamic Default Values in Custom Segments Example
• Creating a Custom Segment Type that Displays the Dynamic Default Value
• Setting Dynamic Default Values
• Using the Segments on a Transaction Form

General Notices