Application UDF Groups

UDF groups allow sets of user defined fields to be displayed together in a single pane within an application (module). UDF groups can also be associated with Regions, which allow you to track region data across all applications or with Users to track user-specific data for all users or users in a specific position. Grouped UDFs can be turned on or off by making the group active or inactive.

You can create multiple UDF groups for an application or region, using only certain groups for certain types of entities. For example, for the Space application, you can create multiple UDF groups and then use one or more of these groups with certain spaces by associating the UDF groups with a particular space class.

To open the UDF Groups page:

  1. Open the Administration Menu page.

  2. Under the ADMIN heading, click Application UDF Groups.

ClosedView/Export UDFs

You can use the UDF Groups page to view a list of the UDFs that have been defined for a selected application and/or group. You can also export these results to an Excel spreadsheet. To view or export UDFs:

  1. In the Application field, select the application (module) containing the UDFs you want to view.

    A list of all UDFs for the selected application appear, organized by group.

    If you click a UDF Name link, the Application UDFs page opens, allowing you to edit the UDF.

  2. In the UDF Groups field, select a particular group of UDFs to narrow your results.

    The list of results is updated to display only the UDFs in the selected group.

  3. If you want to export this list to an Excel spreadsheet, click the Excel link in the top right corner of the yellow pane.

ClosedCreate a UDF Group

To create a new UDF group:

  1. In the Application field, select the application (module) that you want to create a new UDF group for.

    A list of all UDFs for the selected application are displayed, organized by group. In addition to the listed applications, UDFs groups can be created for Regions which allow you to track region data across all modules or for Users.

  2. In the New UDF Group field, enter a name for the new UDF group.

  3. Click ADD.

    The new group is added. The page refreshes to display additional options.

  4. In the Rename field, modify the name of the group, if needed.

  5. In the Tab Order field, enter a numeric value.

    The Tab Order indicates the position, in menus, where this value will be listed. Lower numbered values are displayed toward the top of the list. Values will the same tab order will be sorted alphabetically.

  6. In the Status field, select Active or Inactive.

    Setting this value to Inactive prevents the group of UDFs from being displayed to the user.

  7. In the Private field, select Yes to make this group private.

    Private UDF groups are only accessible to full users. Guest users cannot access private UDF groups.

  8. Click UPDATE.

    UDF groups that are no longer needed can be deleted by selecting the group and clicking the DELETE button. However, the UDF group must be empty (have no UDFs currently associated with it) before it can be deleted.

Once a UDF group has been created, you can add UDFs to the group on the Application UDFs page.

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