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1 Document History........................................................... 3
2 Introduction................................................................4
3 Using the Menu Bar.......................................................... 5
3.1 Activating User-Dened Values for a Field............................................5
3.2 Displaying the Icon in Fields with User-Dened Values.................................6
3.3 Setting Up a User-Dened Value for a Field...........................................6
4 Setting Up User-Dened Values.................................................8
4.1 Setting Up a List of Predened Values...............................................9
Adding/Updating Predened Values.............................................11
Deleting Predened Values...................................................12
4.2 Setting Up a List of Values from a Query............................................ 12
Auto Refresh.............................................................15
Using User-Dened Values................................................... 17
5 Writing Queries.............................................................18
5.1 Sample Queries............................................................. 19
Example 1 – Copy eld value to another eld...................................... 20
Example 2 – Copy eld value to user-dened eld...................................21
Example 3 – Copy row eld value to user-dened eld................................22
Example 4 – Copy currency symbol.............................................23
Example 5 – Copy a user-dened eld’s value to a system eld..........................24
Example 6 – Calculate value from eld value...................................... 25
Example 7 – Calculate numerical value from eld value...............................25
Example 8 – Cast numerical value..............................................26
Example 9 – Look up value from database........................................27
Example 10 – Create list of values from database lookup..............................28
Example 11 – Create query with user-dened table..................................29
Example 12 – Retrieve current user............................................. 31
Example 13 – Set eld value to complex string..................................... 32
5.2 Field Indexes ...............................................................33
Item Type Documents...................................................... 33
Service Type Documents....................................................36
5.3 Troubleshooting Queries .......................................................38
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How to Dene and Use User-Dened Values
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