Create or Maintain Advanced Field Settings

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Expand/Collapse item  Overview

You can create advanced settings for standard Sage 100  fields, including the options of changing all entries at the field to uppercase and requiring an entry in the field. You can also define validation, select a default value, or validate the field against a user-defined table (UDT).

Customizations can be applied to all users, all companies, individual users, and/or individual companies. You can create multiple advanced settings for a single field, allowing you to customize settings by user and company.

Expand/Collapse item  Before You Begin

  • The attributes that can be modified for a field depend on the field, user, and company selected. For more information, see Customizing Advanced Field Settings.

  • For user-defined fields (UDFs), you can define advanced settings for individual users and companies only. Access User-Defined Fields to modify these settings for all users and all companies. For more information, see User-Defined Fields.

  • After an advanced setting has been saved, the user and company selected for the setting cannot be changed to another user or company.

 

To create or maintain advanced field settings

  1. Select Custom Office Main menu > External Link Definition.

  2. Select the module and table to define field settings for, and then click the Advanced Field Settings button.  

  3. In the Advanced Field Settings window, to create a new advanced setting for a field in the selected table, click Add. To modify an existing setting, select the setting and click Edit.

  4. In the Advanced Field Settings - Add/Edit Field window, in the Field field, select the field to create the setting for.For more information, seeAdvanced Field Settings - Add/Edit Field - Fields.

  5. In the User and Company fields, select the user and company the setting will apply to.

  6. On the Attributes tab, select the appropriate attributes for the field. Select the Uppercase check box to change all entries in the field to uppercase. Select the Required check box to require an entry in the field.

Note If a lock button appears next to any field in this window, the field is not available due to one or more restrictions based on the field, user, or company selected. Click the button or hover your cursor over the button to view details regarding the restriction.

  1. Click the Validation tab. At the Validation field, enter the appropriate validation criteria. You can enter a range of entry values, enter a list of values, or validate the field against a UDT. For more information about validating against a UDT, see Validate a Standard Field Against a User-Defined Table.

  2. In the Default Value field, enter a default value to appear for the field. Click OK.

The changes you made are automatically saved and updated to the field.