User-defined fields

Updated at April 14th, 2025

Table of Contents

Module Description Setup Table Setup Functionality

Create new fileds on the most important master data with a simple setup.

Module Description

This module allows you to create different types of custom fields within the main records, leaving their management to the user.

Fields can be linked to standard tables or to new tables.

These fields can be reported on documents where the personal data is used.

Setup

Table Setup

The setup of the fields that you want to manage in the master data is done using the “Table Setup” page, which can be found in the menu.

On this page you will find the three personal data for which you can create custom fields. f

For each personal data, 30 fields of different types are available: Code, Text, Integer, Boolean, Decimal and Date.

In the “Active fields” column you can see how many of the 30 available fields are already used.

Selecting the value in the “Available fields to assign” column will open the page with the different fields available for the selected profile.

The fields to fill in for creating a new custom field will be:

Active : This flag should only be active once all the setups for the new field have been completed. At this point we will activate the flag and the field will be available on the master data.
Caption : This will be the caption that we will see on the personal data next to the custom field.
Type : Indicates the type of field.
Subtype : For “Code” type fields, two subtypes are available: “custom list” or “Table relation”.
Custom lists allow you to create options from which the user can select one to fill in the field on the personal data.
Table relations, on the other hand, are fields that connect to a field in a table and can therefore be filled in by selecting a value from the list within the selected table.
Table Relation : Indicates the number of the linked table for fields of type code and subtype table relation.
Field Relation : Indicates the field number within the linked table for fields of type code and subtype table relation.
Custom List : Specifies the list of options to use in the field. You can select a list from the drop-down menu or create a custom list by selecting new.

By selecting the list code you can access the “Custom list values” page where you can customize the values available within the list.
Copy to documents : This field indicates whether the field must be reported on documents where the personal data is used.

By selecting the row of one of the fields and then the “Translation” action it will be possible to write the translation for the field caption in the different available languages.

Functionality

Once the setup is done, we will find all the custom fields active on the “User-defined fields” tab in the personal data.

If the “Copy to documents” flag has been activated in the setup, we will find this field filled with the value entered in the master data on the documents where the master data is used.

For example, by placing a sales order for the customer TraxTonic for which the custom field “License Plate” has the value “376HOI”, we will find this value automatically filled in on the order, shipping and invoice.