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    How to Add a Global Field
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    How to Add a Global Field

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    • PDF

    Article summary

    How to Add a Global Field

    1. Navigate to Maintenance > Templates > Global Fields.

    2. Click the Add button.

    3. Enter a Global Field Code and Name to identify it.

    4. For Global Field Format, select from the following:

      • Number - Store global field data (i.e. rates) in Number format to be used in planning calculations within a template.

      • Currency - Store global field data in Currency format. A currency symbol will be placed before the numerical value.

      • Percent - Store global field data in Percent format. A percent symbol will be placed after the numerical value.

      • Text - Store global field data in Text format.

    5. Select the number of decimals for display in the template. For example, if you select two, a number will display as 00.00.

    6. For Unit Description, you can optionally enter an additional description of the global field.


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