The Public view administrators can define custom pages that contain user-defined fields from the User defined fields window under Set up customer web components. These pages appear within account management as another page.
From System Setup, select Set up customer web components > User defined fields.
The Public view administrators can add user defined fields to the personal information page within account management. These will appear in a section of the Create account process pages. Administrators also have the ability to define custom pages within account management and assigned user defined fields to those pages.
It is important to note the following
■ All user defined fields (UDF's) must be assigned to a window before that can be used on a Public view page.
■ Each table must have the Always Create checkbox checked so that each user has a record inside every user defined table.
■ Public view does not support multiple instances.
The user defined fields setup page can be found within the Customer administrative section.
Unassigned fields
All UDF's found will be listed in the Unassigned Fields section on the right side. The UDF's will be listed in a tree format by the table name that the field is assigned to.
Assigned Fields
Any UDF that has already been assigned to a page will be displayed in the Assigned Fields section on the left side. The first step in assigning UDF's is to choose the page. By default, administrators can choose to assign fields to the CreateAccount process or to the PersonalInfo page. Once you have selected the page, you can add UDF's to that page by dragging any unassigned fields from the right side onto the name of the page on the left side.
Adding a UDF to the create account process or the personal information page
To assign a UDF to a page, simply drag the UDF name from the Unassigned fields onto the name of the page in the Assigned fields section. You can change the order of fields listed by dragging up or down in the list.
Removing a UDF from a page
Administrators can remove any UDF from a page by clicking the Delete icon next to the UDF in the Assigned fields section.