Custom data

Custom data are used to add additional fields to suit the specific needs of each customer. These custom data are displayed in the record sheet of the relevant management object, as well as in search criteria for the same object.

Custom data can be created for each type of management object from the General setup menu: for each module (Purchase, Project, Sales, etc.), different Custom data... setup menus are available for each type.

Example

From the General setup > Sales menu, different menus are available to create custom data in the Sales module. For example, open the Custom customer data menu to add fields in the customer record sheet, or the Custom data for sales menu to add fields on quotations, orders, delivery notes, billing tables and invoices.

Creating custom data

Custom data are created in additional tables for each type of management object. In each table, it is possible to add as many sequences as needed. Each sequence has the same number of columns: 20 Alphanum, 10 Boolean, 10 Date and 10 Numeric (50 custom data in total). New sequences must be added to be able to add the desired number of custom data for each type.

Example

You need to create 25 custom data of the Alphanum type. You create the first 20 custom data in the sequence 1, then you create a sequence 2 to be able to create the 5 remaining data.

To create a custom data, you must:

create a page, that corresponds to a specific tab in which the custom data will be added;
add the number of sequences needed;
create a section in which the custom data will be categorized;
create a custom data.

Creating a page

Open the relevant Custom data... setup screen and click on

to modify the screen.

In the Pages section, modify if needed the fields of an existing page or click on

to add a new page and fill in the following fields:

Field	Description
Label	Title of the tab and page.
Rank #	Display order for the custom data tabs. Example You create a Custom data A page with a rank number of 1 and another Custom data B page with a rank number of 2. In the management object, the Custom data A tab will be displayed to the left of the Custom data B tab.
Number of columns	Number of columns for the sections in the page.
Application condition	Condition to display the page, to be selected from the help list. This help list includes the display conditions set up from the menu General setup > Special parameters > Configurable controls application condition. Note The selected application condition must be consistent with the custom data page. If you select a condition that applies to projects for a custom data page on help desk issues, this display condition is not consistent.

In the Sequences section, modify if needed the fields of an existing sequence or click on

to add a new sequence and fill in the following fields:

Field	Description
Rank #	Rank number of the sequence. It is possible to add as many sequences as needed. However, if you need to create custom data in a specific sequence, all the previous sequences must be created first. Example To create custom data in the sequence 9, you must create 9 sequences, from the sequence 1 to 9.
DMF	Condition to access the sequence with a DMF. If you fill in a DMF for a sequence, only the users with this DMF will be able to access and modify this sequence's custom data.

Field

Description

Rank #

Rank number of the sequence.

It is possible to add as many sequences as needed. However, if you need to create custom data in a specific sequence, all the previous sequences must be created first.

Example

To create custom data in the sequence 9, you must create 9 sequences, from the sequence 1 to 9.

DMF

Condition to access the sequence with a DMF.

If you fill in a DMF for a sequence, only the users with this DMF will be able to access and modify this sequence's custom data.

Save your modifications.

Creating a section

Double-click on the line of the desired page.

The Section screen opens and displays the list of sections included in the page.

Click on

to modify the screen.

In the Sections section, modify if needed the fields of an existing section or click on

to add a new section and fill in the following fields:

Field	Description
Label	Title of the section.
Rank #	Display order for the sections in the custom data page. Example You create a Section 1 with a rank number of 1 and another Section 2 with a rank number of 2. In the custom data tab of the management object, the Section 2 will be below the Section 1.
Number of columns	Number of columns for the custom data in the section.
Type	Selection from the drop-down list: Section to add the custom data into a section; Composite to add the custom data one after the other, without grouping them under a section.
Application condition	Select the application condition from the help list. This help list includes the display conditions set up from the menu General setup > Special parameters > Configurable controls application condition. Note The selected application condition must be consistent with the custom data section. If you select a condition that applies to projects for a custom data section on help desk issues, this display condition is not consistent.

Save your modifications.

Creating a custom data

Double-click on the line of the desired section.

The Rubriques screen opens and displays the list of custom data included in the section.

Click on

to modify the screen.

In the Sections section, click on

to add a new custom data and fill in the following fields:

Field	Description
Label	Title of the custom data, that corresponds to the name of the field displayed in the custom data tab.
Section code	Code associated with the custom data (alphanumeric, boolean, data or numeric), to be selected from the drop-down list.
Sequence	Number of the sequence associated with the custom data.
Rank #	Display order of the custom data in the custom data section. Example You create a Custom data 1 with a rank number of 1 and another Custom data 2 with a rank number of 2. In the custom data section of the management object, the Custom data 1 will be before the Custom data 2.
Max. size	Maximum number of characters authorized (3,999 characters at most).
Viewable size	Number of characters displayed for the cell. This number of characters must be below or equal to the number of characters in the Max. size field.
Multi-line	If the option is checked, the custom data value can be specified on multiple lines. If the option is not checked, the value is displayed on a single line.
No. of rows	Number of lines for displaying the custom data, if the Multi-line option is checked.
Pattern Formatage	Select a pattern for the format of the custom data value from the drop-down list, for example a phone number or a percentage.
Keyword	Select a keyword from the help list if you want to associate a help list with the custom data value. This way, a help list will be available to specify the custom data.
Rows Keyword label	This box only works when a keyword is entered in the Keyword column. It allows you to define the text displayed in the custom data field: When the box is not checked, the keyword's Code is displayed in the custom data's field. When the box is not checked, the keyword's Label is displayed in the custom data's field.

Save your modifications.

The custom data is created. This field is now displayed in the corresponding tab on the relevant managements objects, from the search screen and the record sheet of each object.