Document Custom Fields are user-defined fields. You can create Custom Fields and use them as an index for search and retrieval of records. Custom Fields can also be used as filter criteria in a custom report. Under Custom Tabs, you can create Custom Field Groups, to which you can add Custom Fields.
Steps to Change the Order of Custom Field Groups
When you have created more than one Custom Field Group for a Custom Tab, you can set the order the Custom Field Groups appears in the Custom Tab.
Click Administration > Document Management > Document Custom Fields. The Custom Tabs screen displays as shown below.
Select the Custom Tab containing the Custom Field Groups for which to change the order, then click Groups. The Document Custom Field Groups screen displays as shown below.
Select the Custom Field Group you want to move. The first Custom Field Group is selected by default.
Click Move Up to move the group one place up in the order, or click Move Down to move the group one place down in the order. The Order value will adjust automatically.
Steps to Change the Order of Custom Fields
When you have created more than one Custom Field for a Custom Field Group, you can set the order they appears in the Custom Field Group.
Click Administration > Document Management > Document Custom Fields. The Custom Tabs screen displays as shown below.
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Select the Custom Tab containing the Custom Field Group containing the Custom Fields you want to change the order of, then click Groups. The Document Custom Field Groups screen displays as shown below.
Select the Custom Field Group containing the Custom Fields you want to change the order of. The first Custom Field Group is selected by default.
Click Fields. The Document Custom Fields screen displays as shown below.
Select the Custom Field you want to move. The first Custom Field is selected by default.
Click Move Up to move the field one place up in the order, or click Move Down to move the field one place down in the order. The Order value will automatically adjust to the location in the grid.