Adding in Custom Defined User Fields in Access It! Universal.NET


Access It! Universal.NET User Text Fields

Access It! Universal.NET includes 20 User definable text fields, 5 User definable date fields, and 5 user definable numeric fields. Should additional fields be required, they are added through the Database Configuration Utility.

Modifying Stock User Text Fields

  1. Log into Access It! Universal.NET
  2. Select Configuration | User Groups
  3. Edit any available User Group
  4. Select the Permissions tab
  5. Select the word (do not expand) Cardholder fields from the top left corner
  6. With the word Cardholder Fields highlighted (not expanded), all the User Text fields are listed in the right hand pane. Find the field you want to rename and select ‘Edit Field’
  7. Within the Display Name, enter the friendly name for this User Text field
  8. Within the Edit Control list, select the behavior for this User Text Field. Available options are: 
    Text Box - The text box edit control is used for the entry of free form alpha-numeric characters up to 50 characters in length. An input mask can also be defined to control the way that data is entered into the user field. For example, an input mask of "######" would force numeric only data entry up to 6 digits in length. Several common pre-defined input masks are included.
    Drop Down List - The drop down list edit control is used to present a list of pre-defined items to choose from during data entry. This is useful when data consistency is desired for a certain user field. An example of this might be a "Department" user field with list items defined as "Sales", "Engineering", and "Management". This would ensure that instead of the operator typing in the word "Sales", it would be presented as a list item and would be entered the same way each time. An unlimited number of list items can be entered.
    Date Combo - The date combo edit control is used for the entry of dates. A calendar is also available when data entry is being performed to make entering dates easy.
    Text Box with Required Entry - The text box edit control is used for the entry of free form alpha-numeric characters up to 50 characters in length. An entry in this field will be required before a card holder can be saved. 
  9. Should an Input Mask be required, enter it. Input Masks are used to ensure data is formatted correctly when being entered.
  10. Should an Output Mask be required, enter it. Output Masks are used to ensure data is formatted correctly after being entered.
  11. Should a default value be required, enter it within the Default Value field
  12. Click OK
  13. Click Save within the UserGroup properties screen
  14. Changes will be applied after logging off and back into Access It! Universal.NET

Creating Additional User Text Fields
Adding in new fields to the Access It! Universal database is an advanced function and should only be performed by users familiar with SQL Server database design.

  1. On the server machine, open the Database Configuration Utility located off of the start menu
  2. Connect to the SQL Server
  3. From the left hand menu, select Cardholder Fields
  4. Select New Field from the toolbar
  5. Enter a Field Name that will be stored in the Database (i.e. UserText21)
  6. Select the data type the field will be stored in the database as
  7. Select the max length of the field
  8. Select if this field should have an Index
  9. Within the Display Name, enter the friendly name for this User Text field that is displayed within Access It! Universal
  10. Within the Edit Control list, select the behavior for this User Text Field. Available options are:
    Text Box - The text box edit control is used for the entry of free form alpha-numeric characters up to 50 characters in length. An input mask can also be defined to control the way that data is entered into the user field. For example, an input mask of "######" would force numeric only data entry up to 6 digits in length. Several common pre-defined input masks are included.
    Drop Down List - The drop down list edit control is used to present a list of pre-defined items to choose from during data entry. This is useful when data consistency is desired for a certain user field. An example of this might be a "Department" user field with list items defined as "Sales", "Engineering", and "Management". This would ensure that instead of the operator typing in the word "Sales", it would be presented as a list item and would be entered the same way each time. An unlimited number of list items can be entered.
    Date Combo - The date combo edit control is used for the entry of dates. A calendar is also available when data entry is being performed to make entering dates easy.
    Text Box with Required Entry - The text box edit control is used for the entry of free form alpha-numeric characters up to 50 characters in length. An entry in this field will be required before a card holder can be saved.
  11. Should an Input Mask be required, enter it. Input Masks are used to ensure data is formatted correctly when being entered.
  12. Should an Output Mask be required, enter it. Output Masks are used to ensure data is formatted correctly after being entered.
  13. Should a default value be required, enter it within the Default Value field
  14. Click OK
  15. Click Save
  16. Restart the Access It! Universal service.