All user defined fields are available to be added as columns to list view grids. By default they are not displayed. To add a UDF column to a list view, right click on the grid header and select each of the UDF fields you want added to the list.

It’s easy to see this user defined information to determine whether expected values have been entered correctly. In the case of lists that can be edited directly, such as sales order details, UDF columns support editing the value directly on the grid, without having to open the UDF screen.

You can use UDF values with filters in the same way as standard database fields. Select the UDF field from the usual field list and define the selection criteria.

Filtered lists can be used to generate a task list or a set of records required for exporting to Excel.

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