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Editing a custom field

Changes you make to custom fields do not appear on custom pages until your next login. Similarly, users who are logged in when you make changes to custom fields do not see those changes until they log out and log in again.

To edit a custom field:

  1. From Administration>Custom Fields, click Edit iconEdit. The Edit Custom Field screen appears.
  2. You can Edit the following properties of the Custom Field:
    1. Name (up to 40 characters). The edited name must continue to be unique.
    2. Abbreviation (up to 10 characters)
    3. Description
  3. The Business Process and Type are not editable.

    To protect existing data, SmartTurn prevents you from editing the data Type or Business Process to which it refers after you save a custom field.

  4. The Business Process Details diagram in the lower part of the page represents how the data entered into the custom field flows through documents in SmartTurn. You can change whether the field is required on each of the documents represented in the diagram, or change where it gets a default value.
    1. To change whether the field is required or not, check or un-check Required.

      You can change a Custom field that is not required so that it is required on all future transactions. New transactions will require the field to have a value in order to save.

      With a custom field, it's not always necessary for the user to supply data for a Required field (or "populate" it) by keying it in. When you configure a custom field, you can specify that the data be pulled in from another document or the "header" fields of the current document.

    2. To change whether the default value you define for an editable custom field populate the field either before or after a user saves the document, modify the two check boxes, Pre-populate and Populate on Save. These options instruct SmartTurn how to handle default values in editable fields.
      • Check Pre-populate if you want the default value to appear in the editable field when the screen first appears. The user can subsequently override this default value.
      • Check Populate on Save if you want the default value to be saved with the document if the user didn't specify it before closing the document (closing the document means clicking buttons such as Save, Dispatch, Receive, Ship, OK). This option is appropriate for time stamps, hidden values, etc.

        You might check both the Pre-populate and Populate on Save boxes if you have a default value for a required field. This is because when you check both boxes, you are ensuring that SmartTurn provides a default value for the user to see or override, and protecting users from blanking out a default value.

    3. To change the source for a default value, modify the Available and Selected columns. Both columns contain only choices that are appropriate to be the source for the default value of a custom field on this document. The Selected side lists the most likely sources, in descending order, for the default value. You can leave these as is, or use the arrows between the two columns to select different sources from the Available column, remove sources from the Selected column, or re-order the sources in the Selected column.
      • If you move Constant to the Selected column, you specify the value for the constant by keying it into the Constant field. For DateTimecustom field types, the Constant field has a built-in date selector.
      • Pre-existing custom fields that have the same data type as the custom field you are editing, and that display in the tabs of a document, also appear in the Available column. If you move a custom field into the Selected column, SmartTurn will pull data from that custom field, just as it would from a core field.

        Known issue: The Business Process Details diagram is not used if the document is a bill of lading. Instead, the custom field values on bills of lading are empty (null). See Working with custom fields and bills of lading.

  5. Click OK, below, when you are finished editing the custom field. This saves the changes.

    Reminder: All users currently logged in when you make the changes (including you), will not see the changes to a custom field until they log out and log in again.

  6. To modify the custom field you just edited on a customizable page, log out of SmartTurn, and then log back in. Custom Fields do not appear in Custom Pages until your next Log In.

See Also

Managing custom fields

View your operation's list of custom fields

Creating a custom field

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