Available Options from the User Defined Fields List Page

This article details the options and information available to you when accessing the User Defined Fields list page at the system level.

  1. Click New to create a new UDF.
  2. Refresh the UDF list.
  3. Click to Delete selected UDF.
  4. Click Export to Excel to export all the UDFs listed, and as displayed, to Excel.
  5. By Default, the following columns are displayed: Field Name, Id, Display Name (English), Display Name (French), Data Type (English) and Data Type (French). From the Column Selection you can manage the table columns to be displayed.
  6. By default you can Search for a UDF based on: Field Name, Id, Display Name (English), Display Name (French), Data Type (English) and Data Type (French). You can manage the availability of these search criteria through Column Selection .
  7. Pagination is available at the top right corner to facilitate easy navigation across pages.
  8. Delete a single UDF.
  9. Click the name of a UDF to access the Edit page.