Create a User-defined Field

Use the Query Tool Built Export window to define a field to include in the export file.

To create a user-defined field

1. Click the [Export Layout Name] tab on the Export Files tab (for example, End of Month Report).

2. Click Modify Record Layouts. The Query Tool Built Export window appears.

3. Click the name of the detail record (for example, Detail Example). Information for the detail record appears.

4. Above the data grid, click Add User Defined Field. Exchange Manager adds a row to the data grid.

5. In the Name box, type a descriptive name for the field.

6. In the SQLColumn box, click the gray box. The Define User Created Field dialog box appears.

Text: If selected, type the text to assign to the field.

Function: If selected, click the function to use to populate the field (for example, Current Date or File Sequence).

SQL: If selected, type the SQL statement to use to populate the field.

7. Complete the information and then click OK. Exchange Manager updates the data grid and populates the DataType box accordingly.

8. In the Query Tool Built Export window, click Save and Exit.

9. In the Clients pane toolbar, click Save. The Update Comment dialog box appears.

10. In the Update Comment box, type a comment regarding your changes and then click OK.

Related Topics

Query Export Detail Record