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1 The Courtyard,
Hawksworth Est., Thorpe Lane,
Guiseley, Leeds, LS20 8LG
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HOW
The first time this functionality is carried out it is paramount the user follows a specific process.
The following diagram provides a high-level
high
process guide to assist during the planning and
execution of this functionality.
The Process
Create UDF's
Create Global
Change
Create Bar
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RPC UK Limited
1 The Courtyard,
Hawksworth Est., Thorpe Lane,
Guiseley, Leeds, LS20 8LG
t.
f.
e.
w.
The Actions
In this example, Fig 1 identifies the starting position within the application .
From the tool bar select ENTERPRISE > USER DEFINED FIELDS, please note these steps
successfully followed in release 8.
From the User Defined Fields dialogue box select ADD and create two UDFs within the
ACTIVITIES subject area as per Fig 2
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RPC UK Limited
1 The Courtyard,
Hawksworth Est., Thorpe Lane,
Guiseley, Leeds, LS20 8LG
5.
t.
f.
e.
w.
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RPC UK Limited
1 The Courtyard,
Hawksworth Est., Thorpe Lane,
Guiseley, Leeds, LS20 8LG
t.
f.
e.
w.
Fig 5
Please note, it is recommended to test all global changes on a sample project before applying in
any live organisations environment as the commitment of any global change can NOT be undone.
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