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Sometimes User Defined Fields become outdated and we don't want them to be available to be selected.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. 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.
    1. Add or select other information you deem necessary, such as adding additional information in Description.
  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.