Adding User Defined Fields

If you would like to add custom user defined fields to the Special Assessments District Entry page, navigate to new world ERP Suite > Security > User-Defined Fields and follow the steps below.

Creating a User Defined Section Header

  1. In the Record Type drop-down select, Special Assessment District.
  2. To add a new section for fields, in the Maintenance Type drop-down select, Section Headers.
  3. Click New.
  4. In the Section Header field enter the name you'd like to see displayed above newly added fields. If no Section Header is selected, fields added will appear on the page under a section called User Defined Fields.
  5. In the Sequence Number field select the numerical order in which the section should be displayed.
  6. Click OK.

Creating a User Defined Field

  1. If not already selected, choose Special Assessment District in the Record Type drop-down.
  2. In the Maintenance Type drop-down select Attributes.
  3. Click New. The User Defined Fields pop-up will be displayed.
  4. In the Name field, enter the name you want to see displayed for the new field.
  5. In the Section Header drop-down, select the section you would like to see the field appear under.
  6. In the Sequence Number field select the numerical order in which the field should be displayed.
  7. In the Data Type field, select the type of data the entry field will contain. You may select from Text, Numeric, Date/Time, Validation Set, Check Box, Monetary, or Quantity.
  8. In the Maximum Length field, select the maximum number of characters the entry field can contain.
  9. Select the Required check box if the field should be required.
  10. Click OK.

Once the new sections and fields have been entered they will appear on the Special Assessments District Entry General tab.

 

See also:

Special Assessments Overview