Enabling Additional Fields for objects

Once Additional Fields are set up they are available to objects that have been enabled to use them, for example, Record Types, Locations, Schedules, Holds etc.

  1. Select Additional Fields from the Manage ribbon
  2. Right-click an Additional Field and select Properties.

    The Additional Field *** dialogue box appears.

  3. Select the Applies To tab.
  4. Tag the item you want to enable the selected Additional Field for.

To enable and use Additional Fields for a Record Type, see Record Type Additional Fields page.

    NOTE:
  • You can view modified captions for Additional Fields in the view pane or list pane for any objects you have searched for; however, you must first add the field to the view pane by right-clicking in the view pane and selecting Customise.

    See User Options.

  • You can bypass caption changes for individual users by selecting Use Default Layout under the Help menu.

    See Use Default Layout.

  • If you use Additional Fields:
    • You can also display these fields when you do an inquiry by adding the Additional Fields from the Available Fields list to the Displayed Fields list within the Search Methods page in File - Options
    • You have the option of assigning a Lookup Set to a string Additional Field by selecting the option from the Additional Field properties Use a value from the LookUp Set.

      It is also probably easier from an administrative point of view to keep the name of the Lookup Set and the name of your Additional Field caption the same, for example, Country.

      When you assign a Lookup Set to an Additional Field, only items from the Lookup Set can be applied to that field.

    • If you want to use an ampersand (&) in a caption, then you will need to enter it twice - for example, Date && Time will appear as Date & Time.

      Using just one ampersand in front of a character underlines the character.

      This is standard Windows behaviour.