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Defining Custom Fields for the Task Elements

Once you have defined all the elements, you need to define custom fields to store the data for these elements. Office Timesheets allows you to define upto ten (10) custom fields for each element (including the Employee and Expense elements). Each element has its own unique screen where you can define the fields for the selected element.

To define custom fields:

1. Click on Custom Fields in the Process Management tab.

   A drop-down menu appears that contains all the elements that you have defined.

   

2. Click on an item in the drop-down menu to add custom fields to that item. For example, click on Employee to add custom fields to the Employee element.

   The Custom Field Definitions screen for the selected element appears.

   

   The following table provides more details about the components of the Custom Field Definitions screen—

   Item	How to use the Item	Default Value (if any)
   Use field	Check this check box in front of a custom field to use that field. Uncheck the check box to stop using the custom field.   Tip: If you deactivate a field (by unchecking it) the details or entries of that field still remain within Office Timesheets for reporting purposes. They are just hidden from view. If you later re-activate the field (by checking it), Office Timesheets will once again display the details or entries of that field.
   Name	Type a name for the field. This name will appear in the Custom Fields panel of the related element entry dialog box. For example, if you are defining the custom fields for Employees, the field names you specify will be displayed in the Custom Fields panel of the Employee dialog box.
   Type	Select the type of the field from the Type drop-down list. The type of the field determines the type of data that can be stored in the field. The Type drop-down list contains the following values— Text Date Integer Number Currency List E-mail Address For more information about field types, see Custom Field Types.	Text
   The Clear... button	Click the Clear... button to delete the details that have been entered in that custom field, from all the entries that have been made by the users. For example, in the Custom Field Definitions for Employee screen, if you click the Clear... button in the same row as the Birthdate field, Office Timesheets will delete the birthdate details from all the Employee entries. In other words, the Clear... button will reset the contents of the field in all entries to its default value.
   The Save button	Click the Save button to save any changes you make to the page.   Note: If you move to some other page before clicking the Save button, the changes you have made will be discarded. Therefore, remember to always click the Save button before you move away from the page.     Tip: If you do not want to save your changes, move to some other page without clicking the Save button.

See also