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FreeBalance Accountability Suite
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EspañolDocument Field Maintenance
Tue, 2015-12-08 08:57 — amitra
Overview
This is useful for the system site admin to create/customize field(s) that can be used as additional information when creating documents in the Document Library. These fields gets filled up by the supplier and Buyer during registration or submission of bidding documents, serve as requiremente in the system. It is able to add any records based on the requirements need.
Navigation
Catalogues ► Document Field Maintenance
Document Field Maintenance screen Fields
Field | Description |
Code | ID for field added to the document included in the document library, system generated. |
Field Name | Name for the field added to the document included in the document library. |
Field Type | Type of the field added to the document included in the document library. |
Field Length | Length of the new field for the document included in the document library. |
Data Type | Data Type of the new field added to the document included in the document library. |
Is Required | If true, it indicates that this new field is requiered for the document included in the document library. Default value is false for this field. |
Active | If true the Document Field can be used and referenced. Default value is True. |
Procedure
User: Admin
- User is logged into the system and goes to Document Field Maintenance screen.
- User clicks on ‘Create’ Button.
- User fills out the necessary Document Field Maintenance information in the fields.
- User clicks on ‘Save’ button.
- If user does not fill up correct information in mandatory fields, system does not saves the record and shows an error message.