Configuring custom data groups

  1. In WFM, select Scheduling > Forms > Custom Data Groups.
  2. To add a custom data group, click Create a New Entry.
  3. Specify this information:
    Del
    Select this check box to delete the group.
    Group Name
    Specify the name of the data group. This is a required field.
    Group Description
    Provide a description of the data group.
    Maintenance Form
    Specify or search for the Form Name where the custom data group should be displayed. This is a required field.
  4. Click Save.
    Each group can have multiple columns and what maintenance forms it belongs to.
  5. In the Custom Data Columns Form sub-section, specify this information:
    Del
    Select this check box to delete the group.
    Custom Data Column
    Specify the name of the schedule data column. This is a required field.
    Display Order
    Specify the order the field is visible in the targeted location. This is a required field.
  6. Click Save.
  7. Optionally, you can click Return to form listing to go back to the Schedule Data Groups page.
  8. In the Custom Data Columns Callout sub-section, specify this information:
    Del
    Select this check box to delete the row.
    Extension Script Callout
    Displays list of extension scripts with script type = Custom Schedule Data Columns callout. If the field is blank, use core data calculations.
    Java Callout
    A Java callout hook should be created for the Custom Data Columns in ASV/MR/OTS so that you can replace this with custom calculated values.
    Team
    Specify or search for the team in the database lookup. This is a required field.
  9. Click Save.
  10. Optionally, you can click Return to form listing to go back to the Schedule Data Groups page.