Modifying Custom Fields

You use the Modify Custom Fields window associated with the current window to modify or delete existing custom fields.

To edit or delete an existing custom field:

1. In a window that supports custom fields, click Edit > Enter Custom Fields, or click the Enter custom fields button on the taskbar.

2. In the Custom Fields window:

   • Press F7 or
   • Click [Modify].

3. In the Modify Custom Fields window, use the icons beside the field you want to modify to:

   • Edit the properties of the field ( ).
   • Delete the field ( ).
   • Move the field up or down in the list ( ).

   Tip: If you want to keep the Custom Fields window open while you work with a record, click [Pin]. The window remains pinned to the top right edge of the parent window until you unpin it, even if you close and then reopen the parent window later. To unpin the window, click [Unpin] in the Custom Fields window.

4. If you are modifying the custom field, use the Custom Field Properties window to change the attributes for custom field. The attributes available depend on the selected Field Type.

   • Length. For Character field types, enter maximum number of characters (use up to 255 characters) that the custom field can accept.

   • Decimal Places. For Number field types, select the number of decimal places (0, 2, 4, or 6) that numeric entries will use.

   • Maximum Value / Minimum Value. If you want to track a standard currency value, you need to set maximum and minimum values. The maximum value must be no greater than 999,999,999 and the minimum value should be no less than -99,999,999, the default values for these fields.

     Numeric fields must have a maximum value greater than zero. You cannot use the same values for Minimum Value and Maximum Value.

   • Prompt. For all field types, type a prompt to help users understand what to enter in the custom field when they are processing records.

   • Default Entry. For all field types, type or select (if a list is available) the entry to display as the default for the field.

     Character fields can accept default entries, but not "Next" or "Previous."

     Date fields display the date that occurs the number of days you specify after the current date ("TODAY").

     Check boxes can be selected, or not, by default.

   • Require Entry. Requires an entry, or Sage 100 Contractor will not save the record.
   • Use Quick List. You can provide a Quick List control for a customer field by selecting the Use Quick List checkbox.
   • Require List Match. Requires that the entry match an item on the Quick List.
   • Lock Quick List. Prevents users from editing a Quick List. Only a company administrator can edit the information.
   • Lock After Save. Prevents users from editing the information after saving the record. Only a company administrator can edit the information.
   • Require Unique. Prevents users from entering duplicate information. This is available for indexed text boxes that let you enter character-based information.
   • Check Spelling. Checks the spelling when you move to another text box or cell. If Sage 100 Contractor finds a misspelled word, it displays the Spelling dialog box.
   • Mixed Case. Allows text entry in upper and lower case.
   • Upper Case. Displays text only in upper case.
   • Lower Case. Converts entry to lower case text.
   • On the Permit Access to list, select the user groups that should have access to the field. If you do not select any user group, all user groups have access.
5. Click [Save].