Arranging user-defined fields

You can choose where the UDFs will appear in an open object record. The following display locations are available:

  • The special tab that shows object's UDFs. By default, all newly-created UDFs are displayed on this tab. This tab appears once you created at least one UDF for the object class. The default caption of this tab is Custom Data, but you can change it if needed.

  • The special section of the General tab. This section appears at the bottom of the General tab once you configured at least one UDF to be shown in this location. The default caption of this section is Custom data, but you can change it if needed.

You choose the UDF display location in the Custom Data Display window. To access this window, go to Customization > General > Fields > [Object Class] and click UDF layout on the Module menu. This window includes two sections ("Custom Data" tab and "Custom data" section on General tab) that correspond to the locations where UDFs can appear in an open object record.

TIP: To access UDFs for Activity Log records, go to Miscellaneous > Object ActivityClosed (General > Fields > Miscellaneous > Object Activity) .

Using the Custom Data Display window, you can arrange the UDFs as follows:

  • ClosedTo change the UDF display location

    1. Right-click the UDF in the list and select Move to "General" tab or Move to "Custom" tab from the pop-up menu. Alternatively, you can drag the UDF to the target location.

    2. Click OK.

    3. Click Save on the Standard toolbar.

  • ClosedTo hide a field from users

    1. If a user-defined field holds internal values for your workflow, it doesn't need to be visible to technicians and end-users. In such case, select the UDF and click Hidden. Hidden fields can be only accessed by an Alloy Navigator Expressadministrator.

    2. Click OK.

    3. Click Save on the Standard toolbar.

    NOTE: Alternatively, you can hide a UDF using the User Defined Field window. For details, see Hiding user-defined fields.

  • ClosedTo change the order of UDFs on a tab

    1. Select a field in the list and move it to the desired position by clicking Move Up and Move Down. Alternatively, you can drag the field to the target position. Repeat this action to put all UDFs to the desired positions.

    1. Click OK.

    2. Click Save on the Standard toolbar.

  • ClosedTo group UDFs on the Custom Data tab

    1. Select the UDF before which you want to add a separator and click Groups >New group. The New Group window opens.

    2. Type in a caption for the group or, if you want to create a group without a caption, enter a hyphen (-).

    3. Click OK.

    4. Make sure that all fields that you want to include in the group are listed after the group name and before the next group (if any).

    5. Click OK.

    6. Click Save on the Standard toolbar.

  • ClosedTo change the caption of a UDF group on the Custom Data tab

    1. Select the group caption and click Groups > Rename group. The Rename Group window opens.

    2. Enter a new caption and click OK.

    1. Click OK.

    2. Click Save on the Standard toolbar.

  • ClosedTo ungroup UDFs on the Custom Data tab

    1. Select the group caption in the list and click Groups > Delete group. If there are other groups configured, the UDFs from the deleted group will be added to the previous group.

    2. Click OK.

    3. Click Save on the Standard toolbar.

  • ClosedTo change the caption of the Custom Data tab

    1. Under "Custom Data" tab, type a new caption in the Tab caption field.

    2. Click OK.

    3. Click Save on the Standard toolbar.

  • ClosedTo change the caption of the Custom Data section on the General tab

    1. Under "Custom data" section on the General tab, type a new caption in the Section caption field.

    2. Click OK.

    3. Click Save on the Standard toolbar.