Difference between revisions of "User Fields"
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[[ | '''[[File: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: | |||
:*[[Default Value]] in Fields | :*[[Default Value]] in Fields | ||
:*[[Validations]] | :*[[Validations]] | ||
:*Display Criteria when [[Clone a Form|Cloning a Form]] | :*Display Criteria when [[Clone a Form|Cloning a Form]] | ||
| Line 13: | Line 13: | ||
==Working with User Fields== | ==Working with User Fields== | ||
{{ | {{permissionRef|Customize Objects|define custom fields for documents}} | ||
;Considerations: | ;Considerations: | ||
| Line 21: | Line 21: | ||
===Add a Field=== | ===Add a Field=== | ||
#Click ''' | #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 | ||
| Line 29: | Line 29: | ||
===Reorder Fields=== | ===Reorder Fields=== | ||
To reorder fields: | To reorder fields: | ||
#Click ''' | #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 | ||
__NOINDEX__ | <noinclude>__NOINDEX__</noinclude> | ||
Latest revision as of 22:58, 15 November 2013
> 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:
- Default Value in Fields
- Validations
- Display Criteria when Cloning a Form
- Layout Rules
Working with User Fields
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
- Click
> Customization > System Objects > Users - 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:
- Click > Customization > System Objects > Users
- Click the [Reorder] button, and use the Arrow Buttons to change the order of the fields