System-Defined Fields

System-defined fields are used to record data that the application needs in order to function properly, and as such, they are only partially customizable by users. Unlike user-defined fields, you cannot define where in the database system-defined fields are located, the name or display type for the fields, or what kind of data they can track. However, for most system-defined fields, you can customize what values are available in the field and, for the Phone Types field, you can customize the names and add more fields.

While you cannot add or edit system-defined fields, you can add and edit the individual values associated with most fields.

  1. From Management, click System-Defined Fields. The System-Defined Fields screen appears.

  2. Click a field to edit it.

    • To add a value, in the Name field enter the new value and click Add Value.

    • To disable a value, click Enabled under the value you want to disable.

    • To enable a previously-disabled value, click Disabled under the value you want to enable. To see all disabled values, click Show Disabled Values under Values.

  3. Click Save and Finish to save your changes.

We recommend that you review, add, and edit system-defined field values when you first begin using eTapestry.

Note: You can never delete a value once you save it on a system-defined field. You can, however, add, edit, and disable values.

  1. From Management, click System Defined Fields.The System Defined Fields screen appears.

  2. Click the field you want to add a value to or edit.

    • To add a new value, enter the value in the Name field and click Add Value.

    • To edit an existing value, click the value and edit it in the Name field. Click Update to save.

  3. Click Save and Finish to save your changes.

While you cannot delete system-defined fields, you can disable system-defined values as needed. For example, if your organization decides to temporarily stop accepting a specific credit/debit card, you can disable the value for that credit/debit card. After a value is disabled, it no longer appears in the Credit/Debit Card Type menu for users to select on new transactions. If you later begin accepting that credit/debit card type again, you can enable the value to allow users to select that card type again.

  1. From Management, click System-Defined Fields.

  2. Click the field for which you want to disable or enable values.

  3. To see values that are currently disabled, click Show Disabled Values under Values.

  4. To disable a value, click Enabled underneath the value.

  5. To enable a value that has previously been disabled, click Disabled underneath the value.

  6. Click Save and Finish to save your changes.