Assigning custom user-defined data fields to an entity screen

During this step, the system administrator assigns the custom data system codes that they have defined to entity screens.

Only the system administrator is able to define what custom information appears on the screens of HelpMaster, however this information will appear to all users of HelpMaster.

The User defined fields screen is accessed via the User Defined option on the Administration menu located on the Standard toolbar.

Add a User defined field to an entity screen

Open the User defined fields screen by using the Administration > Custom Fields menu

Select the screen you wish to apply a custom field to from the drop-down box at the top of the screen.
Select the type of field from the Available user-defined types.
Click on the Add button. The User Defined Controls list will be populated.
Apply any default value, tool tip, length, message etc. required.
If using a Text Field, you may define a Regular Expression validation requirement.
Click Apply / OK
Repeat this process for each of the entity screens that you wish to have custom data defined for.

Remove a user defined field

Open the User defined fields screen.
Select the screen you wish to remove a custom field from.
Select the type of field from the Available user-defined types.
Select the field you wish to remove from the User Defined Controls list.
Click on Remove.
Click on the OK button.