System Administration\User Defined Fields

Linko software administrators can add up to 30 user defined fields to 5 areas of the software.  This allows customers to track additional data points that the software currently does not track.

It allows customization to the software for unique IPP, FOG, HW regulatory requirements.

 

Fields are defined in a central location and are automatically visible to all users of the software after they log into the software. 

 

Configurations include defining field label names, required entry, valid value pick lists and data and number formats as well as default data for new records created.

 

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Affected Applications and Screens

 

Application

Category

LinkoCTS

Industry and Permit

Monitoring Points

Generic Events

Permit Events

Inspection Events

 

  1. Industry and Industry Details screens
  2. Industry List View screen
  3. Groups_And_Queries
  4. Monitoring Point Details
  5. Inspection Details
  6. Generic Event Details
  7. Permit Event Details

 

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UDF Configuration

Takes place in System admin screen. Linko customers (who have System Admin edit rights) can configure User Defined Fields. 

 

 

User Defined Fields System Admin Screen A

 

An example of the User Defined Fields that can be configured for LinkoCTS Industry and Permits is here:

 

Here’s an example of what the changes look like on the screens where the fields appear.

 

 

 

 

 

 

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Functional Details

 

Item

Description

Field Name

At the database level, this is the name of the field

Label Name

At the UI level, this is the user-defined name applied to the field

Date Type

The type of data that the field can handle (either text, date/time, or Numeric

Visible

If checked, the User Defined Field will be visible on the UI

Required

If checked, the user is required to populate data in the field

Default Value

If setup, the value will be populated in the field automatically

Format

Either Text Entry, Self-Lookup, Valid Value, Date, Time, Numeric, Decimal

View

For Valid Value format – allows a view of the setup window

 

  1. Up to 30 User Defined Fields can be utilized:
    1. 20 Text fields; 6 date fields, 4 numeric fields
  2. Text fields can handle unlimited data, although large amounts is not recommended
  3. Pick list for Text Fields are limited to 25 characters
  4. User Reports and Mail Merge letters can be created using these new fields.
  5. The Export List button will generate an Excel file that can be used as a reference when designing Reports and Templates in Flexible Reporter with these User Defined Fields.
  6. If a UDF Label changes over time, previously created Groups will still have the previous Label name displayed.  User must delete and recreate group to see new label name.
  7. Label Names are limited to 25 characters and cannot contain special characters such as apostrophe, quotes, etc.
  8. After a user defined field is configured, other users of the software must log out and back in to see the change.
  9. Fields identified as Required will be automatically added to the List view screens.

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