User Defined Fields in the Navigator
The User Defined Fields tab displays additional fields for custom data for a reservation, booking, or a booking detail that is a service order. Your Administrator configures these fields and their allowed values. If you have permissions, you can add new User Defined Fields to a reservation or booking, edit the value for a User Defined Field, and delete User Defined Fields. You can also view the history for a User Defined Field.
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In Navigator, open the parent reservation.
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Select the reservation or booking detail with which you want to work (the booking detail must be a service order) and then click the User Defined Fields tab.
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To change or delete an existing field, click Edit or Delete (History is a tab under the Edit option). Click New to add a new one.
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In the User Defined Field window that appears, define values for the field.
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Select the type of Field you are adding, an allowed Value for the field (such as a date, number, or text field). If you selected a dependent or multi-select type of field, you might 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.
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Click OK to save your changes.