Data Dictionary Management - Fields
The Data Dictionary Field Management Grid (Admin tab > Configuration Data Management section > Data Dictionary Management – Fields link) provides the ability to create and manage UDFs and manage standard fields that are displayed on standard and UDOs throughout the application and made available for reporting.
Grid functionality includes:
- Manage Fields: Edit and Create
- Localize Fields (customization/translation): Display Name, Reporting Display Name, Help Text, Enter a List of Values
- Search/Filter by Column
- Add/Remove a Column
- Sort by Column
- Save Filters
- Export Grid contents to Excel
- “Save As” for user defined fields
By default, the following columns are displayed on the Data Dictionary Field Management grid:
Changing the Display Name of an existing UDF that is being used in a program as an Info Management (IM) component will change it on all past Evaluations as well.
|
|
The following fields can be added to the Field grid:
- Tab Order - Numeric value for the order the field should display in the object
- Culture Status – Indicator of whether the field culture is available for display on the parent object (Active/Inactive)
- Admin Only – Indicator of whether the UDF will only be editable by administrator users
- Include In Standard Page – Indicator of whether the field should be displayed on the object page
- Included in Warehouse - Indicator of whether the field should be available to the data warehouse for reporting
- Internal Only – Indicator of whether the field will be accessible to both internal and external users when included in a program and on pages
- Default Value - Value populated into the field when a value has not been entered by the user (UDFs only)
- Display in Grid – Indicator of whether the UDF should be available to the "show fields" list on the management page for the selected object type
- Group - Filter that organizes the display of UDFs in the associated object record; all UDFs in the same group are displayed together in a separate section
- Required - Indicator of whether the user will be required to enter a response before they can save their updates to the object
- Show Field in UDO Information Management - UDFs associated with UDOs – Indicator that the UDF should be included as an information profile field for the UDO
- UDO Unique Field - UDFs associated with UDOs – indicator that the UDF is a unique identifier (key) for the user defined object; this field is used in UDO imports to define unique records, and must be unique across all records, with duplicate instances treated as updates.
Updated Country/Region fields
To support more customers in more regions, as of cra29.0, standard Country fields are now updated to Country/Region for new tenants. The following fields are affected:
Field Name |
Object |
Current Display Name |
New Display Name |
---|---|---|---|
BankCountry |
ThirdPartyBank |
BankCountry |
Bank Country/Region |
Country |
Reference |
Country |
Country/Region |
Country |
Address |
Country |
Country/Region |
Country |
SubContractor |
Country |
Country/Region |
CountryBankCode |
ThirdPartyBank |
CountryBankCode |
Country/Region Bank Code |
CountryCode |
b_BankConfiguration |
CountryCode |
Country/Region Code |
MailCountry |
USer |
Country |
Country/Region |
MailCountrySortByDisplay |
B_CompanySettings |
MailCountrySortByDisplay |
Mail Country/Region Sort By Display |
PrimaryCountryOfOrgin |
Product |
Country of Origin |
Country/Region of Origin |
PrimaryCountryOfOrgin |
SupplierProduct |
Primary Country of Origin |
Primary Country/Region of Origin |
UltimateCountry |
Supplier |
Country of Origin |
Country/Region of Origin |