User Defined Fields Field Descriptions

User Defined Fields (UDF) reference table below.
Field Name Specialty Field Description
UDF Status Specialty is active if enabled or inactive if disabled.
Name Long name.
Data Type This section is used to create the data type for the UDF.

Valid data types include:

  • <Number> Creates a field that allows a numeric entry. Max: 11 numeric characters (7,4). Example: 1234567.1234
  • <String> Creates a field that allows text. Max 100 characters.
  • <Date> Creates a date field.
  • <Boolean> TRUE or FALSE. Used to create a check box setting.
 
Note:

The User Interface shows the Data type of Date as mm/dd/yyyy. However, import behaviors differ. The Initial Import person-import-sample-UDF.csv file supports mm/dd/yyyy or m/d/yyyy, and ISO 8601 format YYYY-MM-DD for UDF purposes only. Ongoing Imports require ISO 8601 format when importing UDFs only.

Help Text The initial import manager auto generates a placeholder for In-line Help text. To provide users with a meaningful description, go to the Setup General area and type your description in the in-line help text box provided for the UDF.