X-ERP Help

Extra fields

Extra fields adds defined input fields to existing data sets and integrates them into processes in a controlled manner.

Extra fields

Extra fields adds defined input fields to existing data sets and integrates them into processes in a controlled manner.

This is what you learn

  • what purpose Extra fields fulfilled in the overall process
  • which requirements and master data are important for this
  • how to check the result technically and avoid typical subsequent errors

Recommended process

  1. Clarify the target, affected record and required permissions.
  2. Open the area Toolbox > Extra fields on the desktop Administration.
  3. Check existing information and record the change completely and comprehensibly.
  4. Save and check the result in the associated follow-up process or in the appropriate list.

Fields

  • Field: Manually assigned ID. XX is automatically prefixed.
  • Display name: Give it a name.
  • Type: Selection of file type
  • Table: Select the table to which the extra field should be assigned.
  • Mandatory field: Activate the checkbox if it is a mandatory field.
  • Clear: If necessary, activate the checkbox.
  • Default: If necessary, activate the checkbox.
  • Foreign key table: Select a table.
  • Foreign key ID field:
  • Foreign key name field:
  • Position: in the table
  • Left side: The field is displayed left-aligned if the checkbox is set.

Then check

  • Master data, status and responsibility are complete and plausible.
  • The change is saved and can be found again via search or list.
  • The adjacent process accepts the data as expected.

Avoid typical mistakes

Leave Extra fields not immediately after an entry. Save consciously and then check whether the expected result is visible.

Related topics

  1. For customizers – customize screens and forms
  2. For Customizer – Customize screens and forms › User interface
  3. For customizers – customize screens and forms › Expand the document chain
  4. For Customizer – Customize screens and forms › Output control

Frequently asked questions

What is Extra Fields used for in X-ERP?

Adds defined input fields to existing data sets and integrates them into processes in a controlled manner.

What should I check for Extra Fields before completing?

Master data, status and responsibility are complete and plausible. The change is saved and can be found again via search or list.