Defining classes and custom fields

Define class records for entities. Classes allow you to segment a single screen into groups for cost analysis or other comparisons.

To define classes and custom fields:

  1. Open the Classes and Custom Fields form.
  2. Click New Record.
  3. Class—Enter a code for the class, and then enter a description in the adjacent field.
  4. Organization—Enter the organization if you use multi-organization security.
  5. Screen—Select the form for which to create the class.
  6. Out of Service—Select to indicate the class is out of service.
  7. Click Save Record.