Add Global Custom Fields

Custom fields are definable fields that drive the reporting needs of your organization. They are available throughout different Trimble Unity Construct modules. Custom fields allow you to group or filter information according to specific business processes in your reports. In some cases, an organization may not require any custom fields at all. Although custom field settings are available in the Setup area for each respective module, the Global Custom Fields area offers the advantage of applying custom fields to multiple areas of Trimble Unity Construct at one time.

To add global custom fields

  1. Click the Setup link.
  2. In the Administration Tools section, click Global Custom Fields.
  3. Click Add Field.

    4. The Add Custom Field page is displayed.

  4. Select the check box(es) next to the Trimble Unity Construct object you want to add the custom field to.
  5. Click Next.
  6. Select a data type radio button, and then click Next.
  7. Enter the required fields, and then click Next.
  8. Click Save to complete the process or Save & Add to add more fields.

It is recommended that you go into the modules you've created custom fields for to ensure they display in the order you want them to be filled out.

For specific information on custom fields for a particular module, or for steps on adding custom fields from each respective area, see the following:

Related Topics: