How_do_I_add_a_user_defined_field_to_the_Security_table_

How do I add a user-defined field to the Security table?

The user-defined fields for the Security table are not stored in the User-defined table in Organization, they are stored on the User-defined tab in the Security table. The location prevents user who do not have access to the Security table from viewing changes to the field history of security fields.

 

Adding a user-defined field to the Security table

1. Close all Caselle Connect applications except for the Connect application where you will create the new user-defined field.

2. Open Connect System Management > Security > Modify Security Settings.

3. Click the User-defined tab.

4. Click the button titled Create a New User-defined Field.

5. Select the Table where you want the user-defined field to be displayed.

The group table stores the users who have been assigned to a group. It saves the group settings for Connect and Connect Online. The user table stores the user rights for Connect and Connect Online.

6. Enter the Name, Type, and Validation.

7. Click OK.

The user-defined field is saved.

 

Changing the name of a user-defined field

1. Open Connect System Management > Security > Modify Security Settings.

2. Click the User-defined tab.

3. Click to select a user-defined field.

4. Click the button titled Rename the Selected User-defined Field.

The Rename User-defined Field form displays.

5. Enter the new user-defined name in the Rename To field.

6. Click OK.

The user-defined field is renamed.

 

Changing the user-defined field properties

1. Open Connect System Management > Security > Modify Security Settings.

2. Click the User-defined tab.

3. Click to select a user-defined field.

4. Click the button titled Modify the Selected User-defined Field.

5. Update the user-defined field properties.

Remember, to rename a user-defined field use the button titled Rename the Selected User-defined Field.

6. Click OK.

The user-defined field is updated.

 

Deleting a user-defined field

1. Open Connect System Management > Security > Modify Security Settings.

2. Click the User-defined tab.

3. Click to select a user-defined field.

4. Click the button titled Delete the Selected User-defined Field.

The user-defined field is deleted.

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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