---
title: USER DEFINED FIELDS - Add / Edit Fields
description: The User Defined Fields (UDF) module allows you to add unlimited information fields that are not included in the default Spire program, for use in list Filters, Searches, Excel exports, and for setting into forms and reports.
---

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2. [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/manual/spire-user-manual-user-defined-fields?hsLang=en)

# USER DEFINED FIELDS - Add / Edit Fields

## The User Defined Fields (UDF) module allows you to add unlimited information fields that are not included in the default Spire program, for use in list Filters, Searches, Excel exports, and for setting into forms and reports.

- **Access** - in most records you will find a **User Defined** tab
  
  ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-34-00-12-PM.png)
- Add ![UDFNewPageIcon](https://cs.geminilogic.com/hs-fs/hubfs/UDFNewPageIcon.png?width=25&height=25&name=UDFNewPageIcon.png) **New Page** (in this case to the Sales Order module) - as a tab or section to hold your new field(s) 
    - click on **UDF Properties**
    - select **New Page**  
      **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-36-21-15-PM.png)**
    - enter the **Page Label**  
      **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-36-31-96-PM.png)**
    - select **OK** to save the Page

- Add**![UDFNewFieldIcon](https://cs.geminilogic.com/hs-fs/hubfs/UDFNewFieldIcon.png?width=29&height=21&name=UDFNewFieldIcon.png) New Field** 
    - click on **UDF Properties**  
      **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-36-44-69-PM.png)**
    - select **New Field**
    - type in **Field name** of choice (used for inserting into forms or reports) using letters, numbers or underscores
    - type in the **Label** of up to 64 characters, as you would like it to appear on the User Defined page
    - select the **Data type** from the drop-down: 
          - **Text Box** (single line)  
            ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-36-59-90-PM.png) 
                  - select **Widget Type** 
                            - **Text Box** 
                                        - **Validation/Formatting** options 
                                                      - type or select from the drop down, the **mask** (type of characters) using the **Mask Key** as a guide - in this case, there can be up to 10 of any character
                                        - select the **Alignment** for information entered into this field
                            - **Drop Down** 
                                        - enter **Values** to select from![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-37-15-48-PM.png)

- - - **Multiline** 
                  - select the **Alignment** for information entered into this field
          - **Integer** (number with no decimal places) 
                  - option to enforce a Range in the **Validation/Formatting** tab![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-37-23-03-PM.png)
          - **Numeric** 
                  - identify **Decimal Places**
                  - option to enforce a Range in the **Validation/Formatting** tab
          - **Currency** 
                  - identify Decimal Places
                  - option to enforce a Range in the **Validation/Formatting** tab
          - **Percent** 
                  - identify Decimal Places
                  - option to enforce a Range in the **Validation/Formatting** tab
          - **Date** 
                  - select the **Alignment** for information entered into this field
                  - select **Validation** and **Formatting** options![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-37-34-50-PM.png)
          - **Boolean** (Checkbox)
    - check ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Required if you want to force filling of this field whenever a new Sales Order is saved (Field will display with a ‘\*’ after it![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-37-46-08-PM.png)

- ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-38-43-64-PM.png) edit your User Defined Structure 
    - select the Page (ie: Tracking) or Field (ie: Track Date)
    - click on ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-38-43-64-PM.png) **Edit** or double-click on the line to open it![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-03-38-49-49-PM.png)
    - make any necessary changes

! you can also drag the Page or Field up or down to change the order of appearance in the User Defined tab

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