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The "Set up user-defined fields" dialog box

Use the "Set up user-defined fields" dialog box to manage your individual data fields. To open it, select the "Custom fields" icon on the "Configuration" tab.

The "Set up user-defined fields" dialog box contains the following elements:

ElementDescription

Fields

In this list on the left you can see all user-defined fields.

To view and edit the properties of a user-defined field, select it in the list.

You can add or remove user-defined fields using the two icons above the list.

Please refer to the following sections for details on creating, editing and deleting user-defined fields.

Name

The name of the user-defined field currently selected in the list.

Description

The description of the user-defined field currently selected in the list.

To change this, simply click in the input field and enter the desired text.

Field type

Here you can see the field type of the user-defined field currently selected in the list.

Select the "Define field type..." button to edit it.

For details, read the section Define field type.

Field category

Divide your user-defined fields into field categories. If the user-defined field currently selected in the list is assigned to a field category, you will see this in the middle of the dialog box. Select the "Define field category..." button to assign a new field category to the user-defined field.

For details, read the section Field categories.

Field order change

Select the "Change field order..." button to change the order of the user-defined fields within the currently selected field category in the "Change field order" dialog box that appears.

Read the section Changing the order of user-defined fields.

Standard formula

Select the "Standard formula" button to open the formula editor. You can enter a formula here that is evaluated if a user-defined field for which no explicit value has been entered is accessed with an MM-Talk formula.

You can find out more about accessing user-defined fields in the section Use user-defined fields. Detailed examples of standard formulas can be found in the MM-Talk reference in the chapter Application examples.

Field available for

The three fields on the right-hand side list all object types in the categories "Securities account management", "Folder" and "Securities". Specify here for which object types the currently selected user-defined field should be available.

Right-click in this area to open a context menu with commands that allow you to make a quick selection. The following commands are available:

  • Select all within the category
  • Deselect all within the category
  • Select all
  • Deselect all

In the following sections you will find all the details on the individual elements.

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