Adding Data Fields

Data fields (displayed as columns in the Document Grid View) can be added using either Field Setup or Batch Edit.

To add data fields using Field Setup

  1. In the ReadySuite ribbon, click Home > Field Setup.
  2. On the Field Setup dialog box, do one of the following:
    • Click the Add Fields tab.
    • Click the drop arrow right of the Add Fields tab and select Data Field.

  3. On Add Field dialog box, enter a Field Name.
  4. Select its Data Type.
    • Text
    • Memo
    • Number
    • Decimal
    • Boolean
    • Date
    • Time
    • Date Time
  5. If you selected Boolean, select an Export Mask to define the two possible values.
  6. If you selected Date, Time, or Date Time, select an Export Mask to apply a specific date format, such as MM/dd/yyyy for the Date type for data .
  7. Click Add Field.

To edit a scripted field

  1. In the ReadySuite ribbon, click Home > Field Setup.
  2. On the Field Setup menu, click Edit Field.
  3. On the Field Editor dialog box, update the Code of the scripted field as necessary.
  4. In the Field Editor menu, click Save.
  5. On the Script Options dialog box, set the Options to run the script.
  6. Click Close.