Editing User-Defined Information for Change Requests

The User Defined Fields tab at the bottom of the Change Request Details page is used to propose changes to the user-defined fields for a pending schedule title.

To edit user-defined field information for a change request:

1.       From the Change Requests page, select the change request with which you want to work.

The Change Request Details page opens.

2.      Select the pending schedule title from the Schedule Titles grid.
3.      Click the User Defined Fields (UDFs) tab.

4.      Click the Edit button at the bottom of the tab.

The Edit User Defined Fields window opens.

5.      Enter the custom information in the appropriate fields:

·      For a text field, enter the desired text.

·      For a memo field, enter the desired text.

·      For a numeric field, type the desired number.

·      For a hyperlink field, enter the URL to a resource (for example: http://www.zasio.com). When a user clicks the link , the referenced page will open in a separate window.

·      For a drop-down field,currently assigned values appear in a list to select from, or you can add a new value by entering text.

·      For a check box field, check the box, if desired.

·      For a custom list field, select the desired option from the drop down, or type in the first letters of a defined value to populate the field.

·      For a multi-select list field, click in the field and select one or more of the listed options, or type in the first letters of a defined value to populate the field.

6.      Click Save Changes to save your changes to the request, or click Cancel to withdraw any changes entered in the window.

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