Page 90 - Unanet AE: Administering the System
P. 90

Part 3: Remove Columns from the Grid
                   1.  Drag the EAC Amount header off the table to remove the column from the grid.
                   2.  Close the Project Planning applet.


               UDF Designer
               Unanet AE gives you the ability to store and utilize user-defined information in fields
               referred to as UDFs. They are created via Administration > UDF Designer or by clicking
               the UDF Designer button on the toolbar from supported applets.

               You can create UDFs for the following applets:
                   •  Clients
                   •  Vendors
                   •  Employees
                   •  Projects
                   •  Contacts
                   •  ProjectLevel2

               To see a list of the UDFs that have been created, go to the respective applets, and click
               the Custom Fields tab. The label of the Custom Fields tab can be changed at
               Administration > Global Settings > UDF tab. UDFs can also be used in conjunction with
               the Layout Manager to incorporate them into the main tabs of the applets.



                          Activity 10.2 – Create a User Defined Field (UDF)
                          In this activity, you will create a user defined field using the UDF Designer.


               Activity Steps

                   1.  Navigate to Administration > UDF Designer. The UDF Designer window
                       opens.
                   2.  Select Employees from the Applet drop-down list.
                   3.  Use the information in the table to create a UDF:
                        Field                  Information
                        Label                  Eye Color

                        Name                   Cus_EyeColor
                        Data Type              Character
                       Note: The Name field cannot include punctuation marks or spaces.
                   4.  Select the Save button.





               Lesson 10: Customizing the User Interface                    ©2022 Unanet. All rights reserved.  90
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