Client Defined Validation Tables

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

VIDEO	DESCRIPTION	PRESENTATION

VIDEO	DESCRIPTION	PRESENTATION
Thirty-Minute Thursdays - Qbyte CS Land - Client Defined Fields	Did you know that you have the ability to add a tab/fields in any of the Qbyte CS Land modules to store company-specific data? Learn everything you need to know on how to setup, query, and report on Client Defined Fields.	Download the Presentation

The Client Defined Tab provides a place to store company specific data relating to an agreement or asset.

This code table setup window is used to define the drop down list of values that are associated with the Client Defined data fields having a type of Validation Code in the Update Client Defined window. Note: it is recommended that this Validation Table is setup before adding the new data field to save a step in the setup. Note: A complete list of the setup steps required for Client Defined Fields can be found on the Client Defined Tab.

There are two sections to this window:

Code Types section - The Description in this section is used to link to the Validation Code on the Update Client Defined window.
Codes section - This section is used to define the list of values that the user will see in the drop-own for the selected row in the Code Types section .

1. Set up the Code Types and select Save Type before moving on to the Codes section.

*Mandatory Information

FIELD NAME	DESCRIPTION

FIELD NAME	DESCRIPTION
Name*	Define the Code Type Name associated with the Description. This Name is a system-only reference that does not have to be unique. If Name is used more than once, a different Description should be used.
Description*	Provide a description for the Code Type (up to 40 characters). This value will display in the drop-down list under the Validation Code column on the Client Defined Fields Update window.
Status*	Code Types cannot be Inactive if in use.
Length*	Define the character length of the codes that will be created for this Code type. This field is auto-populated to 10, and can be changed if desired (numbers 1-10).

2. After the Code Type has been defined for the validation table, the Codes will need to be set up in the bottom portion of the screen.

The Codes will be the values seen in the drop-down Client Defined field in the applicable module.

*Mandatory Information

FIELD NAME	DESCRIPTION

FIELD NAME	DESCRIPTION
Code*	Enter the Code associated with the Description. The Code Length is restricted by the Length entered in the Code Type. This code is a system-only reference that does not have to be unique. if Code is used more than once, a different Description should be used.
Description*	Provide the Description for the Code (up to 40 characters). These are the values seen in the Client Defined tab.
Status*	Active/Inactive. An Inactive status will prevent the code from being saved on an active file.
User Defined Fields 1 and 2	Free format fields (up to 24 characters) to enter company specific information as reference only and will not be visible anywhere else in the application (non-mandatory).

Below is an example of how the Code Types and Code sections set up above would appear in the Client Defined tab: