1. User Guide
  2. Administration
  3. Enterprise Administration
  4. User Interface Management
  5. UDF Groups and Values
  6. Configuring UDF Groups

Configuring UDF Groups

Adding a UDF Group

  1. From the Administration menu, select Enterprise, select User Interface Management, and then select UDF Groups.

  2. Click New and complete the following information:

    1. Code. Enter the group name for the field.

    2. Description. Enter a description that explains the group name.

    3. Data Type. Select the down arrow to choose the data type for the field values of this group (Character or Numeric).

    4. Data Length. Enter the length for field values in this group.

  3. Click Save or click Save and Continue to add more groups.

Editing a UDF Group

  1. From the Administration menu, select Enterprise, select User Interface Management, and then select UDF Groups.

  2. Select or confirm the Property, enter optional search criteria, and click Search.

  3. From search results, click the row level vertical ellipsis Actions menu for the UDF Group and select Edit.Make the desired changes.

  4. Click Save.

Deleting a UDF Group

  1. From the Administration menu, select Enterprise, select User Interface Management, and then select UDF Groups.

  2. Select or confirm the Property, enter optional search criteria, and click Search.

  3. From search results, click the row level vertical ellipsis Actions menu for the UDF Group and select Delete.

  4. Click Delete to confirm.

Parent topic: UDF Groups and Values