User Fields (GL)

PATH: Finance > General Ledger > Administration > User Fields

The User Fields tab allows you to set up user-defined fields and values without requiring system administrator involvement. You can specify where the fields appear and whether they display.

Note

Custom user fields can be used on journal entries that originate in the General Ledger application. Custom user fields will not display on journal entries generated by a sub-system.

This article includes the following topics:


User Fields Editor and Field Descriptions

PATH: Finance > General Ledger > Administration > User Fields

Field

Description

Display Name

The name of the field as it appears on the screen.

Screen Location

The screen on which the field appears.

Data Type

This option defines the field type. Options include the following types:

  • textBox. This option displays a text box in which users can type.
  • dropList. This option displays a dropdown list from which they can make a selection.
  • dateField. This option displays a date field in which they can type a date.
  • numberField. This option displays a text box in which users may type a number.
  • phoneField. This option displays a text box in which users may type a phone number.
  • emailField. This option displays a text box in which users may type an email address.
  • checkBox. This option displays checkbox next to the display name.
  • moneyField. This option displays a text box in which users may type a dollar amount.

Required

This checkbox indicates whether the field is required.

Hide

This checkbox indicates whether the field is visible on the screen.

Default Value

The value that automatically appears in the field.

To specify a default value for...
Then...
a dropdown listenter the code for the option you want to automatically select.
checkbox

enter 1 if you want the checkbox to be marked.

Enter 0 if you want the checkbox to be clear.

Max Size

The largest number of characters the field allows. (Campus allows up to 30 characters.)

Comments

Additional information about the field.


Adding a New User-defined Field

PATH: Finance > General Ledger > Administration > User Fields

  1. Click the New button.
    Result
    The User Field detail Editor appears.
  2. Type the Display Name.
  3. Select the Screen Location.
  4. Select the Data Type.
  5. Select the Required checkbox if you want to make this field required for the end user. (optional)
  6. Select the Hide checkbox if you want to hide this field from the end user. (optional)

    Selecting this checkbox clears the Required checkbox.

  7. Type a Default Value and a Max Size.

    These fields are optional and do not apply to dropdown lists or checkbox fields.

  8. Type any additional Comments. (optional)
  9. Complete the following steps if you are adding a dropdown list.
    1. Click the Add Row button.
      Result
      The Code and Description fields appear. The Active checkbox is selected by default. To hide the option in the dropdown list, clear the Active checkbox.
    2. Type a Code and Description for the option.
      Result
      The Code and Description will appear in the user's dropdown list after you save your changes.
    3. Click the Add Row button to add additional options to the dropdown list.
  10. Click the Save button.
    Result
    Campus adds the field to the User Field Setup navigation tree.

Hiding a User-Defined Field

PATH: Finance > General Ledger > Administration > User Fields

User-defined fields cannot be deleted; however, they can be hidden from the user. To a hide a user-defined field, select the field to be hidden, check the Hide checkbox, and click the Save button. 

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