User-Defined Fields (UDF) Tab

Use the User Defined Fields tab to define which UDFs Everyday Users assigned to a process template can complete when they reserve space.

1. In the Everyday User Process Template dialog, select the User Defined Fields tab.

2. From the Available list, select the UDFs that users assigned to the process template can complete.

3. Move the selected UDFs to the appropriate list:

   • Required: Add UDFs that users must complete.

   • Optional: Add UDFs that users can choose to complete.

4. Select Move (>) to move the UDFs to the appropriate Selected list.

5. Continue to configure the other process template tabs as needed.

6. Select OK to save the process template.

To make the process template available to an Everyday User, assign the user to the template.