Log in to DCI
Select Settings on the main menu
Select Custom Field Definitions on the submenu
Select Add New Custom Field from the drop-down menu
Complete the Add New Custom Field form wizard
Item Type (required): Select Authorization
Name (required): Type the name without spaces. Choose a name that describes what the custom field is such as Month1Budget.
Label (required): The label is what users will see in DCI as the field name
Description: Add a description of the custom field
Help Text: Add optional text to help users understand what the field means. This will appear as a tooltip (i icon) next to the custom field on the authorization. Users will hover over it to view the help text message.
Input Type (required): Select Numeric
RegEx: Optional field
Default Value: Add an optional default value. Users may still enter numbers other than the default value.
EDI (required): Select Yes or No
Required (required): Is this a required field? Select Yes or No.
Status (required): Select Active or Inactive
Repeat steps 4-7 for each month (i.e., Month 2 Budget, Month 3 Budget, etc.)
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