About Commitment Item Custom Fields

Custom fields in Trimble Unity Construct are definable fields that drive the reporting needs of an organization. Custom fields allow administrators to group, filter, or categorize information according to specific business processes. Specifically, commitment line item custom fields (CLICF) allow you to define account-specific values at the individual line item level for commitments / commitment changes and commitment invoices. These custom fields are supported in mail merge, reporting, and imports.

End User Experience

In the user interface, commitment item custom fields can be completed when users are adding commitments, adding commitment line Items, or editing commitment details. If you make these fields required for your users, they will not be able to save commitments until custom fields are entered.

Display Options

In order for users to see these custom fields on the their respective tables in the user interface (Commitment Items, Commitment Changes, and Actual Costs), you must configure display options. If display options are not configured, users will still be able to complete these fields in add / edit mode, but the custom fields will not be viewable on their respective tables.

Related Topics: