Editing Custom Tabs and Fields

In SME 7.1 you have the ability to add custom tabs with custom fields to your records. You can call these fields any name you want and choose between many field types. In the search window you can sort by the custom fields just like all the other fields in SME. You can also apply an access level to each of the fields to restrict user groups from seeing the field.

[[File:CustomTabsFields.jpg]]


Custom fields can be created in Leads, Customer, Maintenance Contracts, Customer Equipment, Service, Install, Invoices, and Users. Once custom fields are created in those modules, a tab called '''Custom tabs''' will be created. On this tab, you can add multiple custom tabs containing custom fields as shown in the image above.

View the video below for an overview or read through the guide for more information about setting up custom fields.

{{#ev:youtube|Del59utdPR8}}

== Types of Custom Fields ==

{|
| style="border-width: 1pt; border-style: solid; border-color: windowtext; padding: 0in 5.4pt; width: 1.45in; background: none repeat scroll 0% 0% rgb(217, 217, 217)" width="139" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div>
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<div style="line-height: normal; margin: 0in 0in 0pt">Definition</div>
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<div style="line-height: normal; margin: 0in 0in 0pt">Sample</div>
|-
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<div style="line-height: normal; margin: 0in 0in 0pt">Boolean</div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 220.5pt" width="294" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">True or false field. Check the box for true. Leave the box unchecked for false.</div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 207.9pt" width="277" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  [[Image:Boolean.jpg]]</div><div style="line-height: normal; margin: 0in 0in 0pt">  </div>
|-
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<div style="line-height: normal; margin: 0in 0in 0pt">Button</div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 220.5pt" width="294" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt"><font color="black">This requires custom code to respond to the button.   For example you can add code that runs some other program when the button is pressed.</font></div><div style="line-height: normal; margin: 0in 0in 0pt">  </div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 207.9pt" width="277" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt">  [[Image:Button.jpg]]</div>
|-
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<div style="line-height: normal; margin: 0in 0in 0pt">Currency</div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 220.5pt" width="294" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt"><font color="black">Uses the default currency set by Windows language and settings, for example $.   Type numbers in the field or click in the field to use the calculator.</font></div><div style="line-height: normal; margin: 0in 0in 0pt">  </div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 207.9pt" width="277" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt">  [[Image:Currency.jpg]]</div>
|-
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<div style="line-height: normal; margin: 0in 0in 0pt">Date</div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 220.5pt" width="294" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt">Click in the field and select a date from the calendar.</div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 207.9pt" width="277" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt">  [[Image:date.jpg]]</div>
|-
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<div style="line-height: normal; margin: 0in 0in 0pt">DateTime</div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 220.5pt" width="294" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt">Enter both date and time. Select a date from the calendar. Use   to increase or decrease time.</div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 207.9pt" width="277" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt">[[Image:DateTime.jpg]]</div><div style="line-height: normal; margin: 0in 0in 0pt">  </div>
|-
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<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt">Integer</div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 220.5pt" width="294" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt">Enter numbers only.  Cannot enter a decimal. Limit to 9 digits</div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 207.9pt" width="277" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt">  [[Image:Integer.jpg]]</div>
|-
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<div style="line-height: normal; margin: 0in 0in 0pt">LargeInt</div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 220.5pt" width="294" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt">Enter numbers only.  Cannot enter a decimal.  </div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 207.9pt" width="277" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt">  [[Image:LargeInt.jpg]]</div>
|-
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<div style="line-height: normal; margin: 0in 0in 0pt">Memo</div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 220.5pt" width="294" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt"><font color="black">Used for a paragraph or large block of text versus one line of text.</font></div><div style="line-height: normal; margin: 0in 0in 0pt">  </div>
|-
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<div style="line-height: normal; margin: 0in 0in 0pt">Numeric(decimal)</div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 220.5pt" width="294" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt"><font color="black">Enter a number with decimals. (the field length needs to be > 5)</font></div><div style="line-height: normal; margin: 0in 0in 0pt">  </div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 207.9pt" width="277" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt">[[Image:NumericDecimal.jpg]]</div><div style="line-height: normal; margin: 0in 0in 0pt">  </div>
|-
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<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt">PickList</div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 220.5pt" width="294" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt"><font color="black">Drop down list.   The drop down list can be configured with an unlimited number of selections.</font></div><div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt">Enter the drop down list by clicking in the PickList column. [[Image:EditPickList.jpg]]</div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 207.9pt" width="277" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt">  [[Image:Picklist.jpg]]</div>
|-
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<div style="line-height: normal; margin: 0in 0in 0pt">String</div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 220.5pt" width="294" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt"><font color="black">Used for a single line of text.  For a block or paragraph of text, use Memo.</font></div><div style="line-height: normal; margin: 0in 0in 0pt">  </div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 207.9pt" width="277" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt">  [[Image:string.jpg]]</div>
|-
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<div style="line-height: normal; margin: 0in 0in 0pt">Time</div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 220.5pt" width="294" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt">Time field</div>
| style="border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: rgb(240, 240, 240) windowtext windowtext rgb(240, 240, 240); padding: 0in 5.4pt; background-color: transparent; width: 207.9pt" width="277" valign="top" |
<div style="line-height: normal; margin: 0in 0in 0pt">  </div><div style="line-height: normal; margin: 0in 0in 0pt">[[Image:Time.jpg]]</div><div style="line-height: normal; margin: 0in 0in 0pt">  </div>
|}

== Create Custom Fields ==

1.Go to Utilities module.
<br>2.       Click '''Custom'''.
<br>3.       Click '''Run It'''.
The Custom Table Designer window will open. This is where you will select what module you are adding the tab and fields to. You will assign a name for the tab and layout the custom fields on the tab.
<br>4.       Click '''New'''.
<br>5.       In the '''Module''' field, select the module you want to add a new custom tab to.
<br>6.       In the '''Tab Name''' field, enter a name for the custom tab.
<br>7.       Click '''Save'''.
Now the tab is created, you can start adding the fields to the new tab.
<br>8.       Click '''Edit'''.
<br>9.       Click [[File:PlusSign.jpg]] at the bottom of the Custom Table Designer.

[[File:AddNewField.jpg]]

<br>10.   Notice a line was added to the Design tab.

<br>[[File:NewFieldRow.jpg]]

<br>11.   In the '''Field Name''' enter the name of the field. This is the database name and has the following requirements: 
<br>--- <span style="color:orange"> '''DO NOT'''</span> enter any special characters '''Such as: !,@,#,$,%,^,1,2,3''' in these fields, '''only letters a-z & A-Z'''.
<br>--- <span style="color:orange"> '''DO NOT'''</span> have any spaces between words in the Field Name column. The Field Description is the name that shows on the custom tab and the field description can have spaces.
<br>---<span style="color:orange"> '''DO NOT'''</span> change the '''field type''' and/or '''field name''' once you have started to enter data into the field in the module. If you make changes to the '''field type''' and/or '''name''' the link to the original table field and/or data will be broken. (You can restore by reverting the type and/or name to the original state). If you change the '''type''' and/or '''name''' you will encounter issues since the table will contain field values of a type different than that selected or the field name will not match that in the underlying table. If the '''type''' and/or '''name''' are modified SME will crash when clicking on the module for the custom tables. You can change the description, but '''DO NOT''' change the '''field name''' and/or '''field type'''. The description is what shows on the custom tab.

<br>12. In the  '''Field Description''' column, enter the name as you want it to show on the custom tab. This name can be changed if needed later.
<br>13.   Select the '''Field Type'''. (see the ''do not'' notes under Field Name above)
<br>14.   Place the field on the custom tab using the following columns:
<br>'''Left''' – number of pixels from the left side of the tab.
<br>'''Top''' – Number of pixels from the top of the tab.
<br>'''Height''' – Number of pixels high the cell is.
<br>'''Width''' – Number of pixels wide the cell is.
<br>15.  Click '''Save'''.

[[File:Examples.jpg]]

[[File:WidthExamples.jpg]]

Preview what the fields will look like by clicking the '''View''' tab in the Custom Table Designer window.

[[File:Preview.jpg]]

To see the custom tab in the module, close and reopen SME. Go the module and select the Custom Tab.

== Rearrange Fields on Custom Tab ==
Another way to rearrange the position of custom fields on custom tabs is to go to the '''Views''' tab, select the custom tab. Drag the fields in the position you want them in and click '''Save Layout''' in lower left corner. Once the layout is saved, you will see the Left and  Top column will be updated on the Design tab.

<br>[[File:RearrangeFieldsOnCustomTab.png]]



== Custom Tab Order ==

If you create more than one custom tab for a module, you can determine the order of the tabs. In the Custom Table Designer window, locate the Tab Order field. Enter 1 in the tab you want on the left.
In the example below, the VIP Info tab has 1 in tab order so it will be on the left. The Standard tab has 2 in the tab order so it will be on the right. If there was another tab, we would enter 3 to have it to the right of the standard tab.

[[File:CustomTabOrderExample.jpg]]

== Custom Tab - Admin Access ==

In the Custom Table Designer window, there is a checkbox for Admin Access. (image below)

[[File:admiAccess.jpg]]

If this box is checked, then the tab is only visible to SME users assigned to user groups where User Is An '''Administrator''' is checked (image below).

[[File:UserGroup_IsAdmin.jpg]]


== Edit Custom Fields ==

#       Go to '''Utilities''' module > '''Custom Tabs'''.
#       Click '''Run It'''.
#       Click '''Search''' and select the custom tab containing the fields you want to edit.
#       Click '''Edit'''.
#       Add more fields by clicking [[File:PlusSign.jpg]] at the bottom or make changes to existing fields.
#       Click '''Save'''.
#       Click the '''View''' tab to preview your changes.
#       Close and reopen SME. Go to the custom tab in the module to see your changes.


== Field Access Level ==
You can assign an access level to each custom field. Only users that are authorized to see that level can access the custom field.

Someone with access 0 can see everything, access 1 would only see fields with access 1 or higher, user group access 2 would not see 0 and 1 fields and would see 2 and higher, etc. Access levels can go to 5.

<u>'''Assign SME user groups an access levels'''</u>
#       Go to '''Setup module''' > '''Company'''.
#       Click User Groups.
#       Click '''Search''' to locate the user group you want to apply an access level to.
#       Select the Administrative Clearances tab.
#       Locate the User Field Access Level field in the right column.
#       Click '''Edit'''.
#       Enter the access level (1-5)
#       Click '''Save'''.


<u>'''Assign an access level to the custom fields'''</u>
#       Go to''' Utilities''' module> '''Utilities'''.
#       Click''' Custom Tabs''' and click '''Run It'''.
#       Click '''Search''' and select the tab containing the fields you need to edit.
#       Click '''Edit'''.
#       Locate the '''Access Level''' column (circled below).

[[File:FieldAccessLevel.jpg]]

<br>6.       Enter the access level for the custom field.
<br>7.       Click Save.

'''*NOTE* Access levels are fixed, so you cannot allow a user group to see fields with access levels 1, 5, and 10 but no others.'''


== Form Code ==

Form code is entered in the customer and then on the work order.  (Image below)

[[File:CustomerFormCode.jpg]]

The tabs matching this form code and the tabs with no form code and will show on the work order. 

<br>You assign the form code to the custom tab (circled in image below). Form codes can be numbers or text.

[[File:AssignFormCode.jpg]]

<br>For example you have a custom tab created for Home Depot customers and you assigned the Form Code of HD. You set the form code on the home depot billing company and every time you create an order for a customer with HD as billing, it sets that form code on the service order and only shows the custom tabs with the HD form code AND any custom tab with a blank form code.


== Custom Table Editor Fields Locking Up ==
If the Custom Table window is locking you out of some of the fields such as the Description or Top columns, follow these steps to correct the issue:
<br>-           Log out of SME
<br>-           Go to your \High5software\sme5.exe  folder (you can access by rightclicking on your shortcut and 'Open file Location(Win7) - or Properties>Find Target (XP))
<br>-           Search on the file dlgcDesign.ini 
<br>-           Delete the file anywhere it comes up. 
<br>-           Log into SME
<br>-           Then try editing again.


== Custom Fields in TechPortal ==
If you want the custom fields you create in Service Orders or Install Orders to show in TechPortal you need to check Show In TP.  Once checked, the tab the fields are on will show in TechPortal and all the fields with that checked will show on the tab. 
<br>[[File:CustomTabsInTP.png]]
<br>
<br>If you create a custom tab in service orders called “Tech”, all the fields on that tab with “Show in TP” checked will show on the detail tab circled in image below. 
<br>[[File:TechCustomField.png]]


== Custom Fields in Customer populate Service Order etc. ==
If you have the same custom field in a customer record and in a service order, then when you create a service order for the customer, the custom field will be populated by what is in the field in the customer record. The value in the customer custom field will be passed into the service order custom field.

<br>When setting up the custom field, in order for the data in the field to pass to the service order the fields have to have the exact same Field Name, Field Type, Field Description, Field Length and if it is a pick list, it must have the same values in the pick list column.

<br>[[File:CustomTable_SameFieldName.png]]

<br>Then go to the customer record and fill out the custom field. Going forward, when you create a service order for the customer, the value in the customer custom field will pass to the service order custom fiel. (image below)

<br>[[File:CustomFieldFollowtoOrder.png]]

<br>Values can pass from one record to another in the following scenarios:
<br>Customer to Service Order
<br>Customer to Install Order
<br>Customer to Invoice
<br>Lead to Customer
<br>Proposal to Service Order
<br>Proposal to Install Order
<br>Service Order to Invoice
<br>Install Order to Invoice


== As Details Checkbox ==
<br>[[File:AsDetails.png]]
When setting up a new custom tab you can check '''As Details''' and the custom tab will display under '''Custom Details''' tab, not Customer Tab tab. In each field on a Custom Details tab you can enter multiple entries.
<br>[[File:CustomDetailsTab.png]]

== Tech Certificates ==
New feature as of 8.1.5.106
This lets you create additional fields for technician and subcontractor certifications.
[[File:TechCertCustom.jpg]]
[[File:TechCertForm.jpg]]