User Defined Fields in the Navigator

The User defined fields tab displays additional fields for custom data for a reservation, booking, or a booking detail that is a service order. Your administrator configures these fields and their allowed values. If you have permissions, you can add, edit, and delete user defined fields for a reservation or booking. You can also view the history for a user defined field.

Add, edit, or delete a user defined field

1. In the Navigator, open the parent reservation.

2. Select the reservation or booking detail you want to work with (the booking detail must be a service order), and then select the User defined fields tab.

3. Do one of the following:

   • To add a field, select New.
   • To change an existing field, select Edit. To view the change history, select the History tab under the Edit option.
   • To remove a field, select Delete.

4. In the User defined field window, define values for the field:

   1. Select the type of field you're adding and an allowed value for the field (such as a date, number, or text field).

   2. If you selected a dependent or multi-select type of field, provide additional information to complete the form:

      • Multi-select: A list of values appears below. Select one or more of the choices.
      • Dependency: Another box appears below with another user defined field. Select the answer to that user defined field.

5. Select OK to save your changes.