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Difference between revisions of "User Fields"

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m (Text replace - '{{permissions|Customize Objects|' to '{{permissionRef|Customize Objects|')
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[[Fields]] can be added to the Users object and are often used to support processes in an organization.
'''[[File:GearIcon.png]] > Customization > System Objects > User Fields'''


It is possible to add fields to the Users object, which will appear in the User record.  
[[Fields]] can be added to the Users object. Such fields are often used to support an organization's business processes.  


These custom fields can be used in:
==About User Fields==
Custom user fields can be used in:


:*[[Default Value]] in Fields
:*[[Default Value]] in Fields
:*[[Data Policy]]
:*[[Validations]]
:*[[Validations]]
:*Display Criteria when [[Clone a Form|Cloning a Form]]
:*Display Criteria when [[Clone a Form|Cloning a Form]]
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===Add a Field===
===Add a Field===
#Click '''Settings > Administration > Global Resources > System Objects > Users'''
#Click '''[[File:GearIcon.png]] > Customization > System Objects > Users'''
#Choose one of the following options:
#Choose one of the following options:
:*Click the '''[New Field]''' button to add a new Field
:*Click the '''[New Field]''' button to add a new Field
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===Reorder Fields===
===Reorder Fields===
To reorder fields:
To reorder fields:
#Click '''Settings > Administration > Global Resources > System Objects > Users'''
#Click '''[[File:GearIcon.png]] > Customization > System Objects > Users'''
#Click the '''[Reorder]''' button, and use the [[Arrow_Button#Up-Down_Arrows|Arrow Buttons]] to change the order of the fields
#Click the '''[Reorder]''' button, and use the [[Arrow_Button#Up-Down_Arrows|Arrow Buttons]] to change the order of the fields
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Latest revision as of 22:58, 15 November 2013

GearIcon.png > Customization > System Objects > User Fields

Fields can be added to the Users object. Such fields are often used to support an organization's business processes.

About User Fields

Custom user fields can be used in:

Working with User Fields

Lock-tiny.gif

Users that have the Customize Objects permission can define custom fields for documents. 
Considerations
  • A maximum of 10 custom fields can be created
  • Fields can be reordered
  • Fields are accessed while creating/updating a user record

Add a Field

  1. Click GearIcon.png > Customization > System Objects > Users
  2. Choose one of the following options:
  • Click the [New Field] button to add a new Field

The added field(s) appear in the Basic Information Section of the user record.

Reorder Fields

To reorder fields:

  1. Click GearIcon.png > Customization > System Objects > Users
  2. Click the [Reorder] button, and use the Arrow Buttons to change the order of the fields