The user defined fields (UDF) setup page is part of the Customer administrative section.
From System Setup, Select Set up customer web components > User defined fields
To add fields to a page
The unassigned UDFs appear in a tree format by the table name. All unassigned UDF are listed in the Unassigned Fields section on the right. All UDFs assigned to a page are listed in the Assigned Fields section on the left in a tree format under the page name.
1. Choose a page by making a selection in the Pick a Section drop-down.
Once you add a field, it immediately appears on the page you have selected in the Contact Management list.
Note: By default, administrators can assign fields to the Create Account page or to the PersonalInfo page. You can also place an item in the User defined fields page by creating a new section.
2. (Optional) Click the Add New Section link on the user-defined setup screen to add a new item on the User defined fields page. Once an item has been saved, it immediately appears in the User defined fields page in the Contact Management list.
Note: To enable the User defined fields page in the Public view, you must edit the iMIS site map for the Public view in the C:\Program Files\ASI\iMIS\iMIS_public\web.sitemap file to uncomment the line with the siteMapNode title="User defined fields". Once you enable this line, Public users can then view the new section's UD fields in the Public view.
3. Add a UDF to the page by dragging any unassigned fields from the right side onto the name of the page on the left side.
To set UDF properties
Set properties on the user defined field by clicking the Edit icon next to the field name in the assigned fields list. The Setup page displays the properties of the field.
From System Setup > select Set up customer web components > User defined fields and click the Edit icon next to a field name in the Assigned Fields list
Regular Expression field - Administrators can force that data be entered in a specific format by entering in a regular expression. For example, if the field is a phone number field, then an administrator can enter in an appropriate regular expression here to for users to follow a specific phone number format before they can proceed.
Note: Public view will not validate that the regular expression is correct and administrators must be sure of their regex formula before entering it here.
Regular Expression Example field - The text entered into this field will appear when a user types in information that doesn't properly validate against the regular expression. It guides the user in formatting the value. Example: Enter your mobile phone number in this format: (555) 555-1212.
Required option - Each UDF can be set up so that is required for a user.