Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

User-Defined Info Subtask

Use this subtask to view values for user-defined fields for the opportunity.

The information on this subtask defaults from the User-Defined Info subtask in Manage Opportunities.

Note: All fields on this subtask are read-only. Although the New button is enabled, you will not be able to enter data in any of the fields when you add a row.

Table Window

Field Description
Data Type

This field displays the data type of the user-defined label. The possible values are:

  • T: Text
  • N: Numeric
  • D: Date
Labels This field displays the user-defined label.
Text Value If the data type in this row is T (text), this field displays the text value for the user-defined label. A value is required only if the Required column in this row is Y.
Numeric Value If the data type for this row is N (numeric), this field displays the numeric value for the user-defined label. A value is required only if the Required column in this row is Y.
Date Value If the data type in this row is D (date), this field displays the date value for the user-defined label. A date is required only if the Required column in this row is Y.
Costpoint Validation Field This field displays the Costpoint field that is the source for acceptable entries.
Validated Text

This field displays Y (Yes) if special text items for this field are created on the Validated Text subtask of the Manage Opportunity User-Defined Labels screen. An N (No) in this field indicates that special values were not created for this field.

Required

A Y in this field indicates a value is required in either the Text Value, Numeric Value, or Date Value field.

An N in this field indicates no value in either of those fields is required.