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User-Defined Fields - Details (i)

Administration | User-Defined Fields | Details (i) tab

Summary

PayGlobal can be customised to suit your individual company needs with the use of User-Defined Fields (UDFs). You need to restart PayGlobal after you have added or edited records in UDFs.  This action updates the database.

A coding logic applies to User-Defined Fields. All UDFs should start with an ‘X’, with the next character(s) reflecting the entity that it is linked to.

UDFs that have a lookup on another table must have ‘CODE’ as the last portion of the Field Name.

Fields
Entity:

This is the entity that the User-Defined Field (UDF) will appear in.

Tab page:

The entity that you have chosen can have up to four tab pages containing UDFs. As not all tab pages contain UDFs, you will not see all the tab pages found in the entity displayed in this combo box. An associated control appears on a tab page after a UDF is created.

Caption:

This is the description that appears beside a UDF control field. The caption will also appear in Customise Columns.

Data type:

Typical data types in PayGlobal include:

  • Char

    Character. Any string of ASCII characters. Enables you to specify settings for combo boxes in the Details (ii) tab.

  • Integer

    Whole numbers, for example 3 or 42.

  • Double

    Decimal numbers, for example 1.21 or 2.9232.

  • Currency

    A number denoting money.

  • Logical

    Enter 'Yes' or 'No'. A boolean value can also be used to test a condition as being true or false.

  • Date

    A date in the format defined in Company Settings, such as 21/05/2009.

  • Time

    The amount of time displayed as an integer. For example, 20 hours would be 20:00. The range is limited to 00:00 to 23:59.

  • Time ++

    The specific time as an integer. For example 1:00pm would be 13:00. The range is limited to 23:59- to 23:59++. You can also use '-', '+' and '++' to indicate yesterday, tomorrow, and the day after tomorrow, respectively.

Size:

The maximum size of the field (in characters), for example '8'. If this is to be a decimal field, allow for the decimal point and the numbers following it. For example, a size of '8' as a decimal value would allow the number '12345.78'.

Number of decimals:

This defines how many numbers are allowed after the decimal point. Note that the Size field includes the number of decimals.

Required:

Select 'Yes' or 'No' to indicate whether the UDF must be defined before the associated entity record can be saved.

Important: If Required = "Yes", you cannot add a blank item in associated drop-down boxes. See User-Defined Fields - Adding Drop-down Boxes.

Copy if record modelled:

Select 'Yes' or 'No' to define whether PayGlobal copies the contents of the UDF record being modelled, to the new UDF record.

Default value:

Enter a value for PayGlobal to use if a user does not supply a value when creating a record for this UDF.

This field allows for a maximum of 999 characters. The number of characters entered in this field cannot exceed the number of characters in the Size field if the Data Type field is set to 'Char'.

Validation of default value:

  • Char

    Character. Any string of ASCII characters.

  • Integer

    Whole numbers, for example 3 or 42.

  • Double

    Decimal numbers, for example 1.21 or 2.9232.

  • Currency

    A number denoting money.

  • Logical

    Enter the word 'Yes' or 'No'. This can be used to test a condition as being true or false.

  • Date

    Enter the word Today or Yesterday, PayGlobal picks up today's or yesterday's date from the workstation or server, when this UDF is used.

  • Time

    Enter a value in the format HH:MM, for example 12:00.

  • Time ++

    Enter a value in the format HH:MM, for example 14:30.

See also

User-Defined Fields

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