User Extensions

eCandidus™ Desktop provides you with an easy way to extend any data screen with fields that are needed by special needs within your office.  This is done via the User Extension Settings screen:

You select which data screen you want to modify using the Dataset drop down.  The list of user defined fields is shown:

Field Meaning
Label The label to be used for the field.
Type The type of the field.
Dataset The dataset that applies.  Used for Key type fields.
Default The defaukt value for the field.
Count How many instances can be entered for the field.
Choices/Cols The list of choices when the field is type Choice, or the column names when the type is Dataset.

The following are the field types:

Type Meaning
AutoCaps Capitalizes each word.
Boolean True/False.
Caps Forces all input to uppercase.
Char A single character.
Choice One value chosen form the list of values eneterd in the Choices field.
Dataset An array of values.
Date A date.
DateTime A date and time.
EMail An e-mail address.
Float A floating point number.
Image An image.
Integer A whole number.
Key A reference to another dataset, for example an address.
Memo A note.
Money An amount.
Name The name of a person or company.
PCT A percent.
Phone A phone number.
SocialSecurity A Social Security number.
String A string.
Text A large note.
Thumbnail A thumbnail of an image.
Time A time value.
WeekdayTimeArray An array allowing the selection of date/time values.
ZIPCode A ZIP Code.

The following commands are available:

Command Meaning
Adds a new field.

Any number of fields can be added to each dataset.

 

Creating Screens

All of the user defined fields can be used in user defined pages for the data input screen given:

The user defined fields are shown on the left.  You can have any number of pages defined.

The pages are shown after any system defined pages.  For each field:

Field Meaning
Include in page Checked if the field is to be included in the page.
Row The row in the page.
Col The column in the page.
Height The height of the field.  Note that the height includes space for the label (if on top) and for all the values (in multiple value fields).
Width The width of the field.  Includes the space for the label (if on the left).
Label At The location where the label is to be shown.
Show As Grid For fields with multiple values, is the field shown as a grid.  The height should be larger than 1.

And for each page:

Field Meaning
Name The name of the page, shown in the tab.
Position The relative position in the screen.

The following commands are available:

Command Meaning
Adds a new page.
Deletes the current page.

 

Using the Fields in Merging

You can use the user defined fields in any merging operation, both Documents and Forms.  The field code is obtained just like any other field in the system.

 

NOTE: Any user defined fields and screens are available to other associates when they login to the system.