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How can User Defined Fields (UDF) work for me?

User Defined Fields (UDF) are fields that you can customize within Signal. UDFs are available for Contacts, Casework, Flags, and Tours. If there is something your office needs to record that you don't already see within the available options of one of these records, you can create a UDF for that item.

Configuring your UDF:

  1. Go to Configuration Options (the wrench-shaped icon in the upper right corner of the screen) and select UDF Labels.
  2. Find the correct record type (Contact, Casework, Flag, Tour).
  3. Choose the correct field type:
    1. Text (This will be a free type field.)
    2. Date (This will only allow date entries.)
    3. Number (This will only allow numerical characters.)
  4. Type in a "friendly name" for the field. This will display when you edit the records.
  5. Type in a "short name" for the field. This will display if you choose to add the field as a column to your viewer or if you export the fields.
  6. Scroll to the bottom of the screen and click the orange Save Changes button.

Updating that field within the records: 

  1. If this is a new record that you're creating, below the fields you are filling out, you'll see an orange dropdown arrow next to "User Defined Fields." Click it to expand your selection options.
  2. If this an existing record, open the record, and click the "Edit" link that appears in the upper left. Below the existing fields, you'll see a drop down for "User Defined Fields." Click the arrow.
  3. You will see the friendly name for your field(s).
  4. Enter the correct information.
  5. Click Save.

Adding the column to your Casework, Flag, or Tour Viewer:

  1. Click the More... button on the toolbar.
  2. Select Edit Layout.
  3. Select the correct UDF(s) from the list on the left and drag it to the correct position on the right.
  4. Click Save Layout.

Creating filtered folders and saved searches: 

  1. Click the New button that appears in the upper right, and select either New Filtered Folder or New Saved Search.
  2. Give it a name, and if this is a filtered folder, select the location. 
  3. Click the Add Group link on the bottom left corner to begin adding and organizing your filters.
  4. Your new UDFs will appear as options. Select the desired UDF. 
  5. Choose an operator such as "greater than" or "like" depending upon the type of field (text, number, or date).
  6. Type in the keyword.
  7. Click Save.
  8. To view your results, click the new folder or search that now appears on the left navigation panel.

Exporting the UDF for Service records:

  1. If in the Services module, don't select any records. (All records in the folder will export.) 
  2. Click the More... button on the toolbar, and then select Export Records.
  3. Check the checkboxes in front of each field you'd like to export, including UDF.
  4. Click Export.
  5. Your download will be in .csv format which can be opened with Excel. 

Exporting the UDF for Contact records: 

  1. If in the Contacts module, don't select any records if you plan to export all. (If you only want to export specific records, then select those you wish to export.)
  2. Click the More button on the right. 
  3. If only exporting a few, choose Export Selected. If exporting all, select Export All.
  4. The remaining steps are the same as exporting a list in the Services module. Check the checkboxes in front of each field you'd like to export, including UDF.
  5. Click Export.
  6. Your download will be in .csv format which can be opened with Excel.
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