Adding a user defined field

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  • Updated 6 years ago
How do you add a user defined field to a user's timesheet?

(Originally posted by kelley.stokes712)
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Posted 6 years ago

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Hi Kelley,

Thank you for using Replicon Community.
To create User Defined Field (UDF), please follow the steps given below.

  • Log into Replicon as an Administrator.
  • Click on the Administration tab in the top menu.
  • Click on User Defined Fields located under Users/Departments section.
    You can create UDF's for Timesheet, Time Off, User, Project, Task, Expense, Department, Client or Employee Type based on the modules available on your instance.
  • Here I have added an example of how to create a Timesheet level UDF.
  • Click on the Timesheet Tab in the User Defined Fields page.
  • Under the Entire Timesheet section, click on the Edit icon  beside a < Unused > UDF.
  • Specify the Name for the UDF (this is mandatory).
  • Specify the Type, it can be Date, Drop-down, number or Text.
  • I have selected the Text type here.
  • You can define the Maximum length of the text that can be entered.
  • You can also define the Default Value that should show up in the UDF.
  • The Required option specifies if the UDF has to be mandatory.
  • The Enabled check box should be checked for the UDF to be usable.
  • If the UDF is to be used only by Admin's and not users, then you can use the Hidden option.
  • Save the settings.
  • After the UDF has been created you have to enable it in the permissions of users.
  • In this case, its a timesheet level UDF, so enable it under the Timesheet section of the Permission.

    (Originally posted by Lingaraj Dharwad)