Organizing the Display of User-Defined Fields

When viewing details of a record, all user-defined fields that you have added are displayed on the Custom Data tab. When the user opens an object record, this tab appears if you have created at least one UDF field for the object class.

NOTE: User-defined fields are available for all records: All Nodes, Computers, and Network Devices.

To organize the display of user-defined fields, follow these steps:

  1. In the Settings app, navigate to the records where you want to organize the UDFs. For example, for Computer records, go to General > Fields > Computers.
  2. Click Layouts > UDF Layout on the Module Menu. The UDF Layout dialog box opens.
  3. If you want to change the display order, select a field and use the Move Up, or Move Down buttons to change its location.

    NOTE: Alternatively, you can drag and drop fields to a new location.

  4. If you want to group fields on the Custom Data tab of the object details window, follow these steps:
    • To add a group separator:
      1. Select the field before which you want to add a separator and click Groups > New Group. The New Group dialog box opens.
      2. Type in a caption for the group and click OK. To create a group without a caption, type in a single hyphen (-).
    • To change a group caption:
      1. Select the group caption and click Groups > Rename. The Rename dialog box opens.
      2. Type in a new group caption and click OK.
    • To ungroup fields, select the group caption and click Groups > Delete. If there are other groups, the fields from the deleted group will be added to the preceding group.
  5. Click OK.

Modifying UDF Definitions

To modify the definition of a user-defined field, follow these steps:

  1. In the Settings app, navigate to the records where you want to modify the UDF definition. For example, for Computer records, go to General > Fields > Computers.
  2. All UDFs are displayed in their own User Defined Fields section. Click the section name to expand it and double-click the desired field.
  3. Modify the field label and other available parameters, as needed.
  4. Click OK.

Deleting UDFs

To delete a user-defined field:

  1. In the Settings app, navigate to the records where you want to delete the UDF. For example, for Computer records, go to General > Fields > Computers.
  2. Click the User Defined Fields section to expand it, select the field to delete, and click Delete.

    NOTE: Use caution when deleting database fields because all data stored in those fields will be lost. In addition, any user currently using the system may lose the latest changes, therefore we recommend that you delete fields during nonworking hours.

    IMPORTANT: For your changes to take effect, you and other users must restart the Desktop App.