Understanding User-Defined Fields

Spectrum provides a large number of data entry fields, and most users take full advantage of these. However, you may want to create additional fields in order to store specific information that is important to your organization.The user-defined fields in Spectrum allow you to add your own database fields to the software.

  • User-defined maintenance screens are located at the end of a module's Maintenance menu, and the fields created here can be used to store data and to filter data in many maintenance, inquiry, and report screens (including Info-Link reports).
  • If you want to utilize the user-defined fields for selection criteria (i.e., as a filter), open a search window and then click Advanced to display an Advanced Search Options window. User-defined fields display at the bottom of the window.
  • When you initially create user-defined fields, you need to consider the settings shown below; these are found in the modules' Installation > User-Defined screens
    • Allow setup of company-specific fields? Select this checkbox, to permit users to set up user-defined fields associated with the current company. If this checkbox is left clear, users are not permitted to set up company-specific user-defined fields.
    • Allow setup of non-company-specific fields (company ALL)? Select this checkbox to permit users to set up user-defined fields associated with all companies. If this checkbox is left clear, users are not permitted to set up user-defined fields for all companies.
    • Show non-company-specific fields in vendor maintenance (company ALL)? Select this checkbox to add or edit user-defined fields for all companies in this screen. If you do not select this checkbox, only user-defined fields associated with the current company can be added, edited, or viewed on the module's User-Defined Fields Maintenance screen.