Custom field with custom table

You can use custom tables if you regularly have to record the same data in a custom field.

Add a custom table

If you want to use custom tables when recording custom data, start by defining these tables.

This is how you add a custom table:

1. Go to: General / Configuration / Custom table.
2. Click on: New. The wizard for creating a custom table is started.

   

3. Enter the (mandatory) fields.
4. Select the Maintain in search window check box, which allows you to add new data while searching the table.

   Note: 

   If you do not activate the Maintain in search window field, you will only be able to add new data via the properties of the table.

5. Click on: Finish.
6. If you do not want to add any other new tables, click Cancel.

Record values in the custom table

You can add values and descriptions to the custom table.

Example:

You have added a Contractduur custom table. Add the following values (codes and descriptions) to this custom table:

• 00: No contract
• 01: One-year contract
• 02: Permanent contract

Record values in the custom table:

1. Select the custom table.
2. Go to the tab: Value.
3. Click on: New.

   The wizard with which you can add new table values is then displayed.

4. Click on: Next. 
5. Enter a Code and a Description.
6. Click on: Finish.
7. The wizard for adding a value is displayed again, which allows you to quickly add the next value.
8. If you do not want to add any other new codes, click Cancel.

Add a custom field with a link to a table

You can link a custom field to an existing table or to a custom table.

In our example you are now going to add a custom field called Contract duration to the Organisation/person function and you link this field to the custom table called Contract.

Link custom table to a custom field:

1. Go to: General / Management / Management tool.
2. Open the function group to which you want to add a custom field. In our example, the Organisation/person function group.
3. Profit reports that other users are not allowed to use the selected table.
4. Click on: Yes. Now the Management tool appears, showing the files associated with the function group on the left and the tabs and fields present in the file on the right. Behind the files you see the Custom fields possible check box. You can only add fields to files for which the check box in the Custom fields possible column is selected.
5. Select the file to which you want to add the custom field, for example the Organisation/person file. The fields available for the selected part are shown on the right-hand side of the window.

   You use the Custom files function group to add custom fields to a (general) custom file.

   You use the Organisation/person function group to add custom fields to a custom contact file.

6. Go to the tab: Fields.
7. Click on: New.

   

8. At the top, select Table link for Field type.
9. In Label and Column text, enter a name, for example Contract duration.
10. In Table link, select the table, in our example Contract.

Add custom tab and place new custom field on it

Now you will add the custom tab on which you want to place the custom field.

Add custom tab:

In this example you will add the Contractduur field to a new Overeenkomst tab. This tab is only visible for organisations.

1. Right-click the Tabs tab. In our example, click Tabs by way of exception, because the function is both for organisations and persons: Organisation.
2. Click on: New. The wizard for creating a custom tab then starts.
3. Enter the name of the custom tab under Tab name:. In our example Agreement.
4. Select the field you just created under Available fields: with the link to the table, namely Contract duration.
5. Move the field to Fields on tab using the arrow.
6. Click on: OK.  You now automatically go to the Authorisation tool. Initially a new tab is not authorised, so nobody can access it.

   

7. Authorise the tab. Select Maintain in our example.
8. If required, adjust the field settings of the custom field (visible/hidden, preferred value, mandatory).