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Field Group is a container where you organize and group related Field Labels together. Once a Field Label is created, you can place it within a Field Group to organize and manage similar types of data fields effectively.


Once a Field Label is set up, you must now put elements in the group for that field. 

Creating a new Field Group:

  1. Click on Expense to expand the menu.
  2. Click on Additional Fields to expand the menu.
  3. Click on Field Group.
  4. In the Field Group window, click the Add button.
  5. Enter an ID in the Group ID field. Expand Expense by clicking on the arrow Image Added.
  6. Expand Additional Fields by clicking on the arrow Image Added.
  7. Click Field Group
  8. Click Add
  9. Fill in the following fields:
    1. Group ID*Enter an ID for the group. The maximum length of this field is 20 characters.
    In the Name field, enter
    1. Name*: Enter a name to identify the field group. The maximum length of this field is 100 characters.
  10. In the Active field, check the box if this custom field group's elements are to be available for selection now.
  11. Click the Save button.Click Save
  12. Once you click Save, another tab will show up called Group Details.
  13. Click on Group Details.Click on
  14. Click Add.
      Enter
      1. Field Code: Enter a code
      in
      1. for the
      Field Code area
      1. field.
      2. Name: Enter a name for the field. The value in
      the Name area.
    1. Give the line a description in the Description area if you would like.
      1. this field is what the users will see in the drop-down menu. 
      2. Description: Enter in a description for the field.
      3. Restrict Access: Select Yes to restrict the field. Select No if the field is available for all. 
      4. ActiveSelect whether this line is available for selection by select Yes or No
      under Active.Repeat steps 10-14
      1. .
    2. Click Save All
    3. Assign: If Restrict Access is set to Yes make sure to complete this section. Click on the Assign link to access the restriction setup. 
      1. Click on the Assign link under the Group Details tab, then press Add to add a restriction based on the following fields:
      2. Image Added 
        1. Operating Unit - If the field is restricted based on a specific operating unit. Otherwise leave as ALL.
        2. Department - If the field is restricted based on a specific department. Otherwise leave as ALL.
        3. Employee ID - If the field is restricted based on a specific Employee ID. Otherwise leave as ALL.
        4. Vendor - If the field is restricted based on a specific Vendor. Otherwise leave as ALL. 
        5. Click Save
    4. Repeat step 9-11 as necessary until all the group details are entered.

    * Indicates a required field