Edit User Defined Fields at the System Level

Sometimes User Defined Fields become outdated and we don't want them to be available to be selected.

This article details how to modify a User Defined Field at the system level.

  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 list page find the UDF you wish to edit.
  6. Click the name of the UDF you wish to edit to open the User Defined Filed Edit page.

  7. On the User Defined Fields Edit page make any necessary changes to the following fields:

    1. Language: From the available options choose the language.
    2. Name*: Enter a Field Name for the User Defined Field.
    3. ID: Enter an Id if applicable.
    4. Display name*: Enter a Display Name for the User Defined Field. This is the name that appears as a label when the User Defined Field is associated.
    5. Type: For more information on the different UDF Types click here.

      Caution: The Name, Type or Data Type of User Defined Fields already in use cannot be changed.

  8. Enter any additional information in the Description field. Use this field to provide context or guidance for the User Defined Field (UDF). The Rich Text Editor supports text formatting such as bold and italic, as well as hyperlinks. (Images and tables are not supported.)

    When a Description is entered, an info icon appears next to the associated UDF. Hovering over the icon displays the description as a tooltip, including any hyperlinks, helping users better understand the purpose or usage of the field.

    Note: Review the Expected Behavior and Limitations section below to understand how this feature works and any known restrictions.

  9. Click Save to apply your changes.
  10. Click Back to return to the previous page.

    Caution: Upon trying to edit The Name, Type or Data Type of User Defined Fields already in use an error message will appear.

Expected Behavior and Limitations

The following outlines current limitations and expected behavior for the Description field and info icon in User Defined Fields (UDFs).

Expected Behavior

The following outlines the standard behavior for the User Defined Fields Description and info icon:

  • The info icon does not appear for User Defined Fields (UDFs) associated with Timesheet Templates.
  • Images and tables are not supported in the Description field.
  • The info icon appears only when the Description field contains text. If the Description is blank, the icon will not be displayed.
  • Any leading or trailing spaces in the Description text are automatically removed when displayed in the tooltip.
Limitation
  • When a User Defined Field is associated with the Groups object, the tooltip for the info icon displays plain text only. Any formatting applied to the Description field (such as bold, italics, or hyperlinks) will be displayed as HTML code rather than formatted text.

    Note: It is therefore recommended to avoid using rich text formatting for UDFs associated with Groups.