Defining options for user-defined text fields

To define options for user-defined text fields:

  1. Click the Record View tab.
  2. In Screen Designer mode, right-click a user-defined text field and then select User Defined Field Options.
  3. Specify this information:
    Lookup Type
    Specify the lookup type. Your options are None, Code, Code and Description, or Entity.
    Lookup Entity
    This option is available only if you have selected the Entity lookup type. Specify the entity to be used for the lookup.
    Minimum Value
    Specify the minimum value for the field.
    Maximum Value
    Specify the maximum value for the field.
    Validate Against Lookup
    Select to validate this field against the lookup.
    Print UDF on Supported Reports
    Select to print this field on reports with the Print UDF option.
    Enable UDF for Add-ons
    Select to enable this field for add-ons.
  4. Click Save.