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Create a User Defined Field (UDF)

User Defined Fields (UDFs) can only be created by users who have access to both the Server machine and Perspective Service Manager. It’s important to identify who has proper access before you begin planning your UDFs.

Once UDFs are created, they’re managed by administrators the same way as all other fields in Perspective. Visibility and access rights to UDFs can be controlled under System Privileges, Role Privileges, or User Privileges in Administration. UDF labels can be modified and created for other languages under Form Labels and, if the UDF is a lookup field, lookup values and workgroup visibility for these values can be customized under Lookups.

Forms that support UDFs include:

  • Incidents
  • Incident Items (Involved Items)
  • Incident Organizations (Involved Organizations)
  • Incident Persons (Involved Persons)
  • Incident Vehicles (Involved Vehicles)
  • Cases
  • Activities
  • Items
  • Organizations
  • Persons
  • Vehicles

Because these are User Defined Fields, they’re added to the bottom of the form that you’re working on. For example, for Incidents, UDFs will be added at the bottom of the General tab under Supplemental Details and Flags.

The types of UDFs you can create include:

  • Number (for whole numbers)
  • Decimal number (for numbers with up to two decimal places)
  • Text
  • Date
  • Yes/No (for a checkbox field)
  • Lookup list

Create a UDF (On Premise)

  1. Open Service Manager.

  2. Click User Defined Fields.

  3. Select the data form you want the UDF to appear in from the Form dropdown menu.

  4. Select the specific section of the form that you would like the UDF to appear in from the Section dropdown menu. For all forms except Incidents and Cases, the only option available is the General tab.

  5. Click Add UDF.

  6. Enter the name of the field, without special characters or spaces, in Field Name field.

  7. Enter a label name in the Label field. The name entered here will determine the field’s default (or System English) label and how the field will appear to users in Perspective.

  8. Select the field type from the Data Type dropdown menu.

  9. If you selected Text in the Data Type dropdown, enter the maximum number of characters permitted in the field under Text Length.

  10. Click Apply.

  11. Not Recommended: If you wish to make the UDF a required field, select the Required checkbox. Note, however, that selecting this checkbox will prevent you from adjusting the field-level security at any point in the future.

    To allow for greater flexibility, it’s recommended that users make a UDF required through Perspective by adjusting the System, Role, or User settings. Click Save to create the UDF in Perspective.

  12. To view the UDF with its default form location, select the Layout tab. The Top and Left values show the pixel location of the UDF in the User Defined Fields section at the bottom of the form.

  13. Click and drag the UDF to reposition it on the form.

  14. If necessary, click Default Layout to return the UDF to its default position or click Previous Layout return the fields to their previously saved positions. 

  15. Reset the IIS Application Pool to complete the process.

Hosted Clients: Creating a UDF

UDFs must be created at the server level by a Resolver administrator. To arrange to have one or more UDFs created, contact Support and provide the location of the UDF (a screenshot of the location is recommended) and the type of field you want created.

Once Support receives your request, we'll contact you to confirm the UDF(s) has been created.


See also:

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