Set Up User-Defined Fields at the System Level

User-defined fields refer to fields not normally included in object descriptions, but may be included as needed. Although the application contains a default list of user-defined fields, you may also define new user-defined fields, as the organization requires.

This article details how to associate User Defined Fields.

Note: Creating user-defined fields for all PSA entities is the same, regardless of which module or page of PSA that you create UDFs for.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the menu click System.
  4. From the Organization System page, click the User Defined Fields link.
  5. On the User Defined Fields page click New.
  6. Enter the Name*.
  7. Enter the Display name*.
  8. Click the Type list and select the UDF type you wish to create.

    Note: You can enter or select additional information or properties on this page if you deem it necessary.

    Tip: For more information on the Available Fields and Data Types when creating a UDF click here.

  9. Click the Data type list and select Browse for Item.

  10. Click the Browse type list and make a selection.

    Note: Depending on your selection in Step 9 the available options in Step 10 will differ. For further details refer to Available UDF Types.

  11. Add or select other information you deem necessary, such as entering an Id.
  12. Enter any additional information in the Description. Use this field to provide additional context or guidance for the User Defined Field (UDF). When a description is entered, an info icon will appear next to the associated UDF throughout the application. Hovering over the icon displays the Description as a tool-tip and helps users better understand the purpose or usage of the field.

    Note:

    • The info icon will only appear if the description is not blank.
    • Any leading or trailing spaces in the text are automatically removed when displayed.
    • This feature applies to all UDF types except those used in Timesheets.
  13. Click Save to apply your changes.
  14. Click Back to return to the previous page.
  15. Upon returning to the User Defined Fields list page, view the UDF you just created.