Associating custom fields with classes

Define custom field records or select existing custom fields and associate them with a selected class.

To define associate custom fields with classes:

  1. Select Administration > Setup > Classes.
  2. Select the class for which to associate custom fields, and then click the Custom Fields tab.
  3. Choose one of the following options:
    • To add a new custom field
      Click Add Custom Field to add a new custom field to associate with a selected class. Specify the information below.
    • To add an existing custom field
      Specify the custom field to associate with the selected class. The system automatically displays a list of values for the custom field. Select a value, and the system displays the Custom Fields page and automatically populates Custom Field, custom field description, and Type.
  4. Specify this information:
    Custom Field
    Enter a code for the new custom field, and then enter a description in the adjacent field.
    Line
    Enter a value for the line.
    Type
    Select a type for the custom field.
    Print on Work Order Report
    Select to print the custom field on the work order report.
    Enforce Lookup Validation
    Select to require lookup validation for the custom field.
    Minimum Value
    Enter the minimum value required for the custom field.
    Maximum Value
    Enter the maximum value allowed for the custom field.
    Enable Lookup
    Select to enable lookup for the custom field.
  5. Click Submit.