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Difference between revisions of "User Fields"

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m (Text replace - 'Setup > Customize > ' to 'Designer > Global Resources > System 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'''


Because the [[Users]] object plays such an important role in the platform and is embedded in many processes, very little modification of the Users object is permitted.  
[[Fields]] can be added to the Users object. Such fields are often used to support an organization's business processes.  


It is possible to add fields to the Users object, which will appear in the User record.
==About User Fields==
Custom user fields can be used in:


These custom fields can be used in:
:*[[Default Value]] in Fields
:*[[Validations]]
:*Display Criteria when [[Clone a Form|Cloning a Form]]
:*[[Layout Rules]]


*[[Default Value]] in Fields
==Working with User Fields==
*[[Data Policy]]
*[[Validations]]
*Display Criteria when [[Clone a Form Layout|Cloning a Form Layout]]
*[[Layout Rules]]


 
{{permissionRef|Customize Objects|define custom fields for documents}}
{{permissions|Customize Objects|define custom fields for documents}}


;Considerations:
;Considerations:
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*Fields are accessed while creating/updating a user record
*Fields are accessed while creating/updating a user record


;Add a Field:
===Add a Field===
#Click '''Designer > 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
:*Click the [Reorder] button to change the order of the fields


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


;Reorder Fields:
===Reorder Fields===
To reorder fields:
To reorder fields:
#Click '''Designer > Global Resources > System Objects > Users'''
#Click '''[[File:GearIcon.png]] > Customization > System Objects > Users'''
#Click the [Reorder Fields] 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
 
<noinclude>__NOINDEX__</noinclude>
__NOINDEX__

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
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