Associating custom fields with entities or classes

Fields associated with a class appear only when the class has been specified in the regular class field. Fields associated with an entity (class is *) always appear on screens based on that entity, whether or not a class has been specified.

Select Administration > Custom Fields > Associate Custom Fields.
Specify the entity to which to associate the custom field.
Click Add Custom Field.
Specify this information:
Line

Specify the desired order for displaying the custom fields. Fields associated with the entity (to class *) are shown first, and then the fields associated with the particular class of the data are shown.

Custom Field

Specify the code of the custom field.

UOM

Specify the unit of measure.
Lookup Type
Select one of the following lookup types for the custom field:
- None
  
  Specify any value for this field.
- Property
  
  The lookup is valid for the field without restriction to which entity or class it is attached. This lookup applies system-wide. You must define the list on the same level. If the custom field is of Type Code+Description, the default Lookup Type is Property.
- Entity
  
  The lookup displays values specific to the field and entity. Therefore, the lookup may have different values for items such as equipment or parts.
- Class
  
  The lookup displays values specific to the field, entity, and class. Therefore, the lookup may have different values within items such as entity parts.
Not Update-able

Select when the system retrieves values from the category of data instead of from the data itself.

Print Custom Fields

Select to enable the system to print the custom field on work order cards.
Note: Print Custom Fields is only enabled for custom fields associated with the OBJ and EVNT entities.

Use for Validation

Select to allow users to enter only values that are in the lookups for the field. If unselected, users can also enter values that are not in the lookups.
Click Submit.