Adding or modifying flex field

  1. Select Setup > Flex Fields. The Flex Fields page is displayed.
  2. Click Add. The Add/Edit Flex-Field page is displayed.
    Note: You can modify an existing flex field, using the Edit option corresponding to the flex field code.
  3. Specify or review this information in the Criteria section:
    Facility Name
    The name of the facility for which the flex field is defined.
    Level
    The document level (header/line) at which the flex field is added.
    Code
    The code of the flex field to identify the data in inbound and outbound files.
  4. Specify or review this information in the Properties section:
    Label
    The name of the flex field.
    Field Type

    The type of the flex field. Possible Values:

    • Text
    • Numbers
    • Decimals
    • Check box
    • Dropdown
      Note: You must specify the values that must be displayed as options.
    • Date
    Minimum
    The minimum number of characters required for the flex field.
    Maximum
    The maximum number of characters allowed for the flex field.
    Only Upper Case
    Select this check box to allow specifying characters only in the upper case.
    Mandatory
    Select this check box to set the flex field as mandatory.
    Active
    Indicate whether the flex field is used in the documents.
    Show in List
    Select this check box to view this flex field when the FF Filters option is selected on the header section of the list page.
    Restrict Past Date
    Select this check box to limit the usage of the past date.
    Note: This check box is displayed only if the Field Type is Date.
  5. Specify the name of the flex field in different languages in the Description section.
  6. Click Save.
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