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User-Defined Fields - Customizations

  • February 3, 2023
  • 4 replies
  • 2145 views

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Should user-defined fields be created using a customization project or just adding them directly into Acumatica is fine? I have not setup a customization project before but I have heard that creating customizations within a customization project is recommended since you can apply and unapply with the upgrades. I am trying to consider if there will be any issues with upgrading and user-defined fields. 

Best answer by Naveen Boga

Hi @rebeckamckinney53  

  • We can add the User-Defined fields in the Acumatica screen using the Mange User Defined fields.
  • Once added in the screen, we can these User Defined Fields in the Customization projects.
  • so that if you deploy this package in any other instance, these UDF fields will populated on the respective screen.

Please find the screenshots for reference.

 

 

 

4 replies

Naveen Boga
Captain II
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  • Captain II
  • Answer
  • February 3, 2023

Hi @rebeckamckinney53  

  • We can add the User-Defined fields in the Acumatica screen using the Mange User Defined fields.
  • Once added in the screen, we can these User Defined Fields in the Customization projects.
  • so that if you deploy this package in any other instance, these UDF fields will populated on the respective screen.

Please find the screenshots for reference.

 

 

 


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Hi Naveen, I appreciate your input! Thanks!


Naveen Boga
Captain II
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  • Captain II
  • February 6, 2023

Most Welcome :) @rebeckamckinney53 


dpruckus
Freshman I
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  • Freshman I
  • November 15, 2023

How to access UDF via rest api? Do I need to extend the endpoint? I have them populated on Project screen.

 

Thanks.