Client Defined Tab

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Common Tabs

The Client Defined tab provides flexibility within Qbyte CS Land by offering a place to store company-specific data relating to an agreement or asset without requiring application changes to be made by P2. 

A Client Defined tab can be added to any module, at both the Base and Sub level. The tab label is specified by you and can differ from module-to-module.   The Fields on the tab are also defined by you - including how many fields, the field label, the field type and the order on the screen.  Client defined data can be included on Abstracts and can be searched on in both Qbyte CS Land and Qbyte Optix. 

When a Client Defined tab is enabled for a specific module, the tab will appear for all files in that module.  Client Defined data will appear on the Qbyte CS Land Abstract and on the Qbyte Optix Details and Data Extract reports.  From the Qbyte Optix reports, you also have the ability to export the data to Excel.

Note: New field requirements resulting from industry-wide business changes should continue to be communicated to the Qbyte CS Land Help Desk.

Below is an example of how the Client Defined tab can be set up to store an Occupant on a Surface Lease:

Open

Hints:

• To break up a long text field, use Ctrl + Enter.

• Client Defined Fields are fully searchable.

Setup Steps

Check out our Thirty-Minute Thursdays Client Defined Fields Video!

1. Map out which data field(s) are required and for which modules

   1. What data field(s) are required?  Note: if this new data field is considered industry standard information, please also notify the P2 Helpdesk to add the data field into a future version of the base application.

   2. What should the label be for the new data field?  (max 20 characters)

   3. What is the format of the data field?  Free format text?  Number?  Percentage?  Date?  Drop down list of values (Code Table)?

   4. Is the data field mandatory, required to be populated before exiting the tab?

   5. Which module(s) do you want to add the data field?  Note: If required in more than one module, setup will be required in each module

   6. Do you want to see the data field at the Base or Sub level or both?

   7. What should the new tab label be?
      
      
      

2. Security Admin - The first time using Client Defined Fields in your Qbyte CS Land environment, one time setup is required by your Security Administrator to add the ADMIN.CLIENT_DEFINED_COLUMNS process to the required security group(s).  This will give the required users access to the setup option under Admin > Update Client Defined Fields.  It may only be your System Administrator who will have access to the Admin menu options.
   
   
   

3. System Admin - Next arrange to have your Qbyte CS Land System Administrator complete the following setup steps:

   • Enable the Client Defined tab for the desired module. Note: this is one time setup.  If the Client Defined Tab has already been enabled and you are simply adding a new field, you can skip this step.

     • Admin menu option > Update Server.INI: Maintenance Order – move 'Client Defined' from Sections Available to Current Order

     • Admin menu option > Update Admin INI: Browse Order - move 'Client Defined' from Sections Available to Current Order

     • Admin menu option > Update Admin INI: Abstract Order - move 'Client Defined' from Section Available to Current Order

     • Admin menu option > Update Admin INI: Client Defined Tab - change the default tab label if required from 'Client Defined' to desired label text

   • If any of the new data field(s) are going to be a drop down list of values, the values need to be added to the Client Defined Validation Tables .  Note: Adding the table values before adding the data field will save you a step when adding the new data field.

     • Tables > Client Defined - add the values to appear in the drop down list.  Note: All values for all Client Defined Fields are maintained in the same code table.

   • Create the new data field(s) by specifying the label and data format

     • Admin > Update Client Defined Fields