Custom Fields Management

This module looks at the use of Custom Fields Management within Workbench.

OVERVIEW:

Functionality is provided in Workbench to allow the user to specify and create Custom Fields in selected screens to help provide flexibility of data capture.

This functionality is provided on a selected range of screens at the 'Header' level, not the line level.

For example we allow Custom Fields on the Purchase Order header, with a tab for this data, but do not allow the functionality at the Purchase Order Line level

The essential elements in the process are:

• The user can define the Custom Fields. This automatically creates columns in the appropriate Workbench tables
• The data type can be determined by the user (Date, Numeric etc.)
• The Custom Fields displayed can be determined by a View(s)
• There is always a Default View, although it may not contain any fields
• A View may be conditional on another value. For example, the Custom Fields for a Job with Job Type of 'Electrical' could be different to those for a Job with Job Type of 'Mechanical'
• A Custom Field may be designated as 'Required', in which case the user is provided with a warning when exiting the screen if no data has been entered

This functionality allows the easy addition of Custom Fields.
As part of the process, we have also provided the option of hiding existing labels and fields on any screen.
This allows the user to simplify the look and feel of screens.