Enterprise - How to Setup and Manage Custom Data

How to Setup and Manage Custom Data from TempWorks Software on Vimeo.

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The custom data page is used for adding information on the employee, customer, order, assignment, or contact records, which does not currently have an existing field in TempWorks Enterprise; this includes anything from equipment rental documentation to marketing statements. Custom data fields will be available for searching and reporting purposes. 

*Note* Only users with administration access can create custom data fields, making them available on Enterprise records.

The custom data area can be found in all of the aforementioned records by looking at the record's navigational tree under integrations:

Setting up Custom Data Fields

To add a custom data field, navigate to the administration area then click on custom data.

Select the icon to add a new custom data field.

1. Property name:  Enter the desired field label 

2. Origin type:  select the record type where the custom data field should display:  

3. Column type:  select the type of formatting desired:

Which column type should you use?

Column TypeDefinition
Non-Unicode StringPrevents Greek letters or symbols (!, #, ?, & etc...) from being entered
32 Bit Integer10 Character Limit Field
DateCalendar Formatted Field
MoneyCurrency Formatted Field
BooleanTrue or False
Unicode String55 Character Limit Field
64 Bit Integer19 Character Limit Field
GuidThis Type will prevent duplicate characters from being entered

4. Required: When selected, users will be required to include data in this field before they will be able to save the custom data on an individual record

5. Active: When selected, the custom data field will be displayed within the individual records, when not selected the custom data field will not be displayed

Entering Custom Data on Records

Navigate to the custom data form of any record (it will be located within the integrations section in the record's navigational tree):Notice that the required fields are noted with a (6.) red exclamation mark. Also, following our example, the custom data field that was created earlier (7.) displays in the customer record as intended. 

Searching custom data fields:

From the enhanced search area  (8.) select custom data  (9.) from the search categories. Select the custom data field you would like to search (10.) :

Either enter the data you are looking for in the custom data value field (11.) or select show in results to view the data that is in the field select for each record that returns in the results:

Both the custom data field name will be displayed along with the data which resides in that field:

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