Administration / User Maintenance / User Defined Field / UDF Definition

UDF Definition

Users can create new UDF. Users can edit and delete existing UDF/s. Users can also create numeric and alphanumeric UDF/s.

Navigation: Administration → User Maintenance → User Defined Field → UDF Definition

An Administrator can define the UDF fields at the bank level. Any other user, such as Executive Manager/Portfolio Manager can use the defined UDFs in the relevant pages.

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Fields and Descriptions

Validation Type:

• Range – Range is the validation type that is available for the numeric UDF only. The UDF’s value for the numeric field type is based on the permissible range defined in the UDF definition screen. Any values apart from a numeric type will result in a validation error.
   
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• Length – Length is the validation type that allows the user to define the number of characters that need to be accepted or the variable length. The user can choose a fixed length or can define a minimum and maximum length within which the character lengths must be.
  
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• LOV – List of Values (LOV) allows the user to define multiple required values which should be displayed in the dropdown to use as the UDF, sort of like a dropdown list. LOV as the name suggests only takes numeric values.
  
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• None – None is the validation type wherein there is no need to have any kind of validation for the UDF value defined. It follows the numeric field attribute for the user to input the required value.

 The numeric values can have decimal precision with up to 2 decimal places. Any numeric values with more than 2 decimal places will immediately gives a field validation error. 

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LOV Values can have decimal precision with more than 2 decimal places.

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• Greater Than – Greater than is the validation type that mandates that the input date must be greater than the defined Min. date. This validation type applies to the Date field type. 
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• Less Than – Less than is the validation type that mandates that the input date must be less than the defined Max. date. This validation type applies to the Date field type.
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• In rage – In Range is the validation type that mandates that the input date must be less In the range of the defined Min. date and Max. Date. This validation type applies to the Date field type.
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 The defined Min. Date and Max. dates are exclusive!

Meaning, users can only enter the input dates lesser than or greater than the defined Min. Date and Max. dates.

Conflicting dates will produce the below error.

Greater than - “ The date inserted must be greater than (Date defined in UDF Definition page)”  

Less than - “ The date inserted must be less than (Date defined in UDF Definition page)”  

In Range  - “ The date inserted must be within the date range (as defined in the UDF Definition page)”

Validation Type Fields:

1. Range
   1. Min Value – Define the minimum value of the range.
   2. Max Value – Define the maximum value of the range.
      
2. Length 
   1. Fixed Length – Select the checkbox to define a fixed length of character for the variable. When you select this checkbox, the Min Length and Max Length fields are deactivated.
   2. Length Value – Select the length value from the dropdown list.
   3. Min Length – Select the minimum length value from the dropdown list.
   4. Max Length – Select the maximum length value from the dropdown list.
3. LOV
   1. LOV Value – Select the LOV value from the dropdown list.
   2. Description – Enter the description.
   3. Default Value – Select the checkbox to make the defined LOV as the default value. The defined default value can be viewed under the UDF Mapping page.
   4. Sort in Alphabetical Order – Select the checkbox to sort the LOVs in an alphabetical order.
4. Greater Than
   1. Min. date - Define the Min. date that is allowed to enter.
5. Less Than
   1. Max. date - Define the Max. date that is allowed to enter.
6. In Range
   1. Min. date - Define the Min. date that is allowed to enter.
   2. Max. date - Define the Max. date that is allowed to enter.

Create UDF Definition

Perform these steps to create a UDF definition:

1. Go to Administration → User Maintenance → User Defined Field. Select the UDF Definition option.

2. Click the  button. UDF Definition - Add page appears.

3. In the UDF Name field, enter the UDF name.

4. In the Description field, enter the UDF description.

5. In the Field Type field, select the UDF field type.

6. In the Validation Type field, select the validation type. Several fields appear based on the validation type, you select.

7. Fill in the validation type fields as required.

8. Select the Status button to make the UDF active.

9. In the Other Conditions section, select the required checkbox as required.

10. Click the  button to create the new UDF.

Other Conditions

• Mandatory Field – Select the checkbox if the field is mandatory.
• Unique Field – Select the checkbox if the field is unique.
• Updatable Field – Select the checkbox if the field is editable.
• Unique Field Value – Select the checkbox if the field value is unique.

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Edit UDF Definition

Perform these steps to edit a UDF definition:

1. Go to Administration → User Maintenance → User Defined Field. Select the UDF Definition option.

2. Click the  button. UDF Definition - Edit page appears.

3. In the UDF Name field, enter the UDF name.

4. Edit fields as required.

5. Click the  button. The UDF is edited.

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Delete UDF Definition

Perform these steps to delete a UDF definition:

1. Go to Administration → User Maintenance → User Defined Field. Select UDF Definition option.

2. Click the  button. A confirmation dialog box appears.

3. Click the  button to delete the UDF. A message appears.

4. Click the  button to cancel the deletion.

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You cannot delete a UDF if it is attached to a program.