OfficeTalk brings together the creation of custom fields and the customising of property sheets into a single process called the Custom Field wizard. Using the Custom Field wizard, you can add a new custom field, add a new tab to a new or existing property sheet and assign the property sheet to one or more users.
You can add a new custom field using the Custom Field wizard in the following way:
From Supervisor mode, bring up the Custom Field wizard by selecting New/Custom Field… from the Edit menu. The Custom Field wizard will appear.
Specify a name for the new custom field. Press Next. This is the name which will appear in the Column Chooser dialog of the associated list.
Choose the OfficeTalk data type that you wish to add the new custom field to. For example, if you choose Tasks, the custom field would be added to all existing and new tasks shown in Diary mode. You may choose from the list detailed in Customisable OfficeTalk Data Types. Press Next.
Choose the type of the custom field, e.g. String, Number, Yes/No etc. You may choose from any of the custom types specified in the table detailed in Custom Field Types
The next page shown depends upon which custom field type you chose. If you chose a currency type, the next page lets you choose the symbol used to represent the currency and lets you specify whether the symbol precedes or follows the value. If you chose a link type, the next page lets you specify which OfficeTalk data type to link to. If you chose the selection type, the next page lets you specify the list of string values which the field will contain in its drop down list.
Unless you chose one of the date, date/time or phone field types, the next page lets you choose a default value for the field.
The next page lets you choose which property sheet the custom fields are added to. You have the choice of either adding the new field to an existing custom property sheet or creating a new custom property sheet.
If you wish to create a new property sheet then select the Add to New Sheet radio button and supply a name for the property sheet. Press Next. The next page lets you choose which page will contain the new custom field. If you elected to create a new property sheet then you must create a new page. If you selected an existing property sheet then you have the choice of either creating a new page or selecting an existing page.
By default, if you leave the description field blank, the first field in the page will be positioned at the top of the page. If you add some descriptive text to the page then this text will appear at the top of the page and the first field will be moved down appropriately.
The next page lets you choose which security profiles will be assigned the custom property sheet. You may choose between making the property sheet the default for the entire workgroup, making it the default for certain security profiles, or doing neither.
If you choose to assign it to specific security profiles then select the Default for some security profiles radio button and press the Profiles… button. A Select Security Profiles dialog box is displayed letting you select the appropriate security profiles.
The next page summarises your decisions prior to the creation of the custom field. If you are happy with the summary, press the Finish button. OfficeTalk will try to create the custom field. If OfficeTalk successfully creates the custom field, a message box will be displayed to inform you.
If OfficeTalk fails to create the new custom field, then the most likely cause is that another user is logged on to OfficeTalk. Make sure that all users are logged off and try adding the field again by pressing the Retry button.
Once the new custom field has been successfully added, it will be available in the relevant list, the print and search dialog boxes and the relevant property sheet.
More:
Adding, Editing and Deleting Custom Fields
Adding, Editing and Deleting Custom Property Sheets
Assigning Custom Property Sheets to Different Security Profiles