Custom Elements

Custom Elements are categorized into:

• User Defined fields – System

• User Defined fields - Validation Codes

Configuring User Defined fields – System

Using the Custom Elements feature, you can create the user defined fields for system such as Employee, Equipment, Item, and Purchase Order, where the users can define a column for a particular customer.

To define the custom elements, perform the following steps:

1. From the left pane, click Setup and then click Custom Elements.

2. From the Elements pane, click User Defined fields – System , click the required class (for example, Equipment All) in which you want to create a custom element, and then click the Details icon.

   The Custom Elements For: Equipment – All section appears.

3. You can create custom elements in three categories:

   • D-Date

   • N-Number

   • T-Text

4. On the header, click NEW.

   The New User Defined Field For: EQ appears below.

5. Enter a name for the element.

6. Select the Element type , select D-Date , N-Number , or T-Text.

7. Turn ON the Required toggle button, to make this element as mandatory.

8. Turn ON the Validated toggle button, to enter only the valid text. To configure the valid text, refer to the Configure valid text section.

   
   The Validated toggle button is applicable only for T-Text element.

9. Click ADD.

   The new item will be added to the user defined field list and displayed in the Elements pane. It will be available while creating an item (for example, Equipment) in the Custom Information section.

   The data for the fields in the Custom Information, will be auto populated based on the selected class and sub class.

   
   You can edit and delete the custom elements using the EDIT and DELETE button respectively.

Configure valid text

To configure a valid text, perform the following steps:

1. From the left pane, click Setup and then click Custom Elements.

2. From the Elements pane, click User Defined fields – System > required class (for example, Equipment All) > required sub class > Valid values.

3. The Valid Values For: section appears in the right pane.

4. From the header, click NEW.

5. In the New Valid Value For: section, enter the Valid value and the Description.

6. Click ADD. The new value will be added to the valid value list, for the particular class in which it is created.

   
   You can edit and delete the valid text items using the EDIT and DELETE button respectively.

Configuring User Defined fields – Validation Codes

Using the Custom Elements feature, you can create the user defined fields for validation codes such as Account, Action, Ancillary Charge, and Area, where the users can define a column for a particular customer.

To define the custom elements for validation codes, perform the following steps:

1. From the left pane, click Setup and then click Custom Elements.

2. From the Elements pane, click User Defined fields – Validation codes , click the required class (for example, Area) in which you want to create a custom element, and then click the Details icon.

   The Custom Elements For: section appears.

   You can create custom elements in three categories:

   • D-Date

   • N-Number

   • T-Text

   • LT-LongText (this element type is exclusive for Equipment Event All class. It allows the user to enter very large text and format the same.)

3. On the header, click NEW.

   The New User Defined Field For: appears below.

4. Enter a name for the element.

5. Select the Element type , select D-Date , N-Number , or T-Text.

6. Turn ON the Required toggle button, to make this element as mandatory.

7. Turn ON the Validated toggle button, to enter only the valid text. To configure the valid text, refer to the Configure valid text section.

   
   The Validated toggle button is applicable only for T-Text element.

8. Click ADD.

   The new item will be added to the user defined field list and displayed in the Elements pane. It will be available while creating an item (for example, Equipment) in the Custom Information section.

   The data for the fields in theCustom Information , will be auto populated based on the selected class and sub class.

   
   You can edit and delete the custom elements using the EDIT and DELETE button respectively.

Configure valid text

To configure a valid text, perform the following steps:

1. From the left pane, click Setup and then click Custom Elements.

2. From the Elements pane, click User Defined fields – System > required class (for example, Equipment All) > required sub class > Valid values.

3. The Valid Values For: section appear in the right pane.

4. From the header, click NEW.

5. In the New Valid Value For: section, enter the Valid value and the Description.

6. Click ADD.
   The new value will be added to the valid value list, for the particular class in which it is created.

   
   You can edit and delete the valid text items using the EDIT and DELETE button respectively.