In CivilPro, you can create and add custom fields to some of the main registers. The purpose of this feature is primarily to allow users to assign an identifiable value to an item and in doing so, they can be used for tagging and tracking a specialized task, a subset attribute, etc. For example, a Custom register of "Teams" can be created and assigned to Lots to help with allocating specific team members and tracking accountabilities.
In addition, Custom Registers can be used to customize Lot numbers based on additional information (e.g .sub grades), on top of Work Types and Area Codes, to create a subset of tags for your Lot. Refer to "Create Custom Lot Numbers Using Custom Registers (D)".
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Create Custom Lot Numbers Using Custom Registers (D)
1. Navigate to "Other Setup", then "Custom Registers".
2. Click on the "Enable editing" icon on the bottom toolbar, and a pencil icon will appear next to the new row. Enter a suitable name under the column "Custom Register Name" (e.g. Teams).
Please note the Custom Register Name you enter here will be the name of the new field appearing on the other registers to which this is added.
3a. The next column "Short Code" is not required to be completed unless you are creating a customized Lot Number, so we'll skip it for this process.
The other columns provide these options and their purposes are explained below:
- Type – select Lookup or Text. Lookup means the custom register values will be displayed as a list of pre-defined options. Text means that the values will be freehand and entered manually in the linked registers.
- Lot, Ncr, Quantity, etc – from these columns, you can select which register to add your custom field. Under each register, there is a list of options to select :
- IsActive: you must select this option to activate the custom register in your selected register e.g. Lot or Ncr
- IsRequired: if you select this option, then the custom register value field becomes compulsory for the selected register, for example, you will be not able to create a lot without entering a value for the custom register if this is marked as IsRequired in the Lot register.
- IsReported: if you select this option, the custom register values will be included on the report of the related register. Note : This option is allowed only for selected registers, not all types.
4. If you have selected LookUp for Type in 3, then you’ll need to enter the Values for your Custom Register. In this example, we are entering the names of the team members for "Teams".
Double-click on the row of the new custom register. In the "Custom Items" dialog box, click on the "Enable Editing" box on the bottom toolbar.
5. Once editing is enabled, you can see the pencil icon to a new row.
Start tying the names of your values e.g. team member names, cost codes, etc. In this example, we are entering each team member's name. Once you have entered a name, hit the "Enter" key to go to the next row (it is not necessary for you to enter a short code here unless you are creating a custom lot number).
Once completed, click "Close". The values will be saved automatically.
6. You can now navigate to the linked registers and the new field can be accessed on the "Custom Reg" tab. In this example, the newly created "Teams " can be used to assign a Team Member to a Lot as shown below.