Skip to main content
EMS Software, LLC

Working with User Defined Fields in the Navigator

The User Defined Fields tab displays the additional fields that store custom data for a Reservation, booking, or a booking detail that is a service order. Your EMS administrator configures the types of fields that are available as well as the allowed values for these fields. You can add new User Defined Fields to a Reservation or booking detail,edit the value for a User Defined Field, and delete User Defined Fields. You can also view the history for a User Defined Field.

To work with User Defined Fields in the Navigator

1. Open the Reservation in the Navigator. See:

Opening a Reservation directly in the Navigator.

Opening a Reservation through the Reservation Book”.

Opening a Reservation through a Group”.

Search Tools.

2. In the left pane of the Navigator, select the Reservation or booking detail (remember, the booking detail must be a service order), and then in the top right pane of the Navigator, open the User Defined Fields tab.

To add a User Defined Field

1. Click New. The User Defined Field dialog box opens.

2. On the Field dropdown list, select the type of field that you are adding.

3. On the Value dropdown list, select an allowed value for the field.  The value could be a date, number, or text field.  You may need to enter a value.

4. If you selected a dependent or multi-select User Defined Field you may need to select additional information to complete the form.

Multi-Select - You will see a list of values appear below.  Pick one or multiple of the choices.

Dependency - You will see another box appear below with another User Defined Field.  Pick the answer to that User Defined Field.

5. Click OK. The User Defined Field dialog box closes. The field is added to the Reservation and the User Defined Fields tab remains open.

To edit a User Defined Field

1. Select the User Defined Field that you are editing, and then click Edit. The User Defined Field dialog box opens. The field type and field value are displayed for the selected User Defined Field.

2. Edit the field type, field value, or both as needed.

3. Click OK. The User Defined Field dialog box closes. The edited field is saved for the Reservation or booking detail and the User Defined Fields tab remains open.

To delete a User Defined Field

1. Select the User Defined Field that you are deleting, and then click Delete. A message opens asking you if it is OK to delete the selected field.

2. Click Yes. The selected field is deleted. The User Defined Fields tab remains open.

To the view history for a User Defined Field

1. Select the User Defined Field for which you are viewing the history, and then click Edit. The User Defined Field dialog box opens. The field type and field value are displayed for the selected User Defined Field.

2. Open the History tab. The tab displays the following information for each change that was made to the field—the date of the change, the login ID for the user who made the change, and the old and new values for the field. 

emsum_Navigator_image085.png

emsum_Navigator_small_reminder.png

You can use the scroll feature at the bottom of the dialog box to view all the history for a selected change, or you can click a change, and then click View.

3. Click OK. The User Defined Field dialog box closes. The User Defined Fields tab remains open.