Validating User Defined Fields

You may set up character and number type User Defined fields for data validation by prefacing the label with a plus sign (+) [e.g. +Attendance].

You must also set up the Validation Codes. To do so:

1. Open a module record (e.g. if you are setting up a Name UDF for data validation, open a Name record).
2. Select the Additional Info tab.
3. The field you set up for data validation will now have a Plus Sign + button to the left of the field.  Click it to enter the values for the field.

4. The User Defined Field Code screen opens for you to create your codes.  Enter the Code and description then click the Save button to save the code.
5. Click the Add button to add the next code.
6. Continue steps 4-5 until you have added all the codes.
7. Click the OK/Close button to close the screen and return to the User Defined Fields screen.

The values will now be available for the field.