Add definitions

To add a custom definition to a global field:

1. Click Admin in the toolbar in the upper-right corner of the window.

   The System Administrator Dashboard page opens.

2. Click Manage Data Fields link in the Company Administration column.

   The Firm Fields page opens.

3. Click Global Fields tab.

   The Global Fields page opens.

4. Find the field you want to add a definition to.

5. Click Edit Details link in the right-most column of the page.

6. Enter your custom definition in the Definition field.

7. Click Update.

   Your changes are saved.

To add a definition to a firm field:

1. Click Admin in the toolbar in the upper-right corner of the window.

   The System Administrator Dashboard page opens.

2. Click Manage Data Fields link in the Company Administration column.

   The Firm Fields page opens.

3. Do one of the following:

   • Create a new field.

   • Edit a field you have already created:

     1. Find the field you want to add a definition to.

     2. Click Edit link in the right-most column of the page.

4. Enter your definition for the field in the Definition field.

5. Do one of the following:

   • Select the Functional Field? check box if this field will be used to trigger behavior elsewhere in the system.

     For example, you might choose to select this check box if the field will be used in an integration, or in a math field.

   • Leave the check box clear if the field will only be used to store information.

6. Click Save or Update.

   Your changes are saved.

You can add a custom definition for standard fields. The Functional Field? flag is editable for Custom fields and Math fields, and you can add a definition for them as well. Standard fields have a system definition, and the Functional Field? flag is read-only.

1. Click Admin in the toolbar in the upper-right corner of the window.

   The System Administrator Dashboard page opens.

2. Do one of the following:

   • Click Manage Forms link in the Company Administration column.

   • Click Manage Custom Lists link in the Company Administration column.

3. Find the custom list or form to edit.

4. Click Edit Fields link in the Actions column of the record.

5. Add or edit a field.

   The Functional Field? flag and definitions are displayed near the bottom of the window.