New User Defined Fields can be created within the Layout Manager or within the Fields Directories in Settings.
To pull data from custom directories for User Defined Fields, you must first create the User Mini Directory.
NOTE: You must have Add permissions to Directories > User Defined Screens.
Fields can be created/added to the list of Fields and at the same time, inserted into the desired section of the design layout screen.
Select the section where you wish to insert a new field.
Click the add
icon next to the Fields pane heading.
Complete the following fields on the Add field window.
Title – Enter a unique field Title. This is a required field.
Type – Select the desired field type from the list of fields. Field Type options are defined in the Case Fields Directory. This is a required field.
Length – Enter the default field length for the field type. Only Alphabetic field lengths can be modified.
4. Click the Save button to insert the new field into the Fields list, as well as into the selected section of the design layout screen. The Cancel button will abort the new field creation.
Fields can only be inserted into one section of a design layout screen.
5. Click the Save button on the Header Bar to save changes to the Layout Manger.