Defining classes and custom fields

Define class records for entities. Classes allow you to segment a single screen into groups for cost analysis or other comparisons.

To define classes and custom fields:

  1. Open the Classes and Custom Fields form.
  2. Click New Record.
  3. Specify this information:
    Class
    Enter a code for the class, and then enter a description in the adjacent field.
    Organization
    Enter the organization if you use multi-organization security.
    Screen
    Select the form for which to create the class.
    Out of Service
    Select to indicate the class is out of service.
  4. Click Save Record.
Parent topic: Defining classes