Adding New Fields

MDO comes with set of predefined master data with predefined fields. MDO also provide the flexibility to modify existing fields as well as adding new fields. 

To create a new field, follow these steps. 

  1. Click on the Settings icon at top right corner on the Home page.  
  2. From the left menu select Modules > select the required Module. 
  3. Select Fields > Add New Field. There are three steps to adding a field. 
    • Select Type 
    • Basic Details 
    • Other Characteristics 

 1) Select Type 

In this step a user can select the type of field they want to create. Below are the different types of MDO fields.  

Field Type  Description 
Module Reference Data  This field is used to refer to field level data from another module. On the creation of a master data record, data in this field is auto populated based on the data selected in parent Module Reference ID field.  

To learn more about Module reference ID field please refer Table 2.1 below.  

Text  Allows users to enter any combination of letters and numbers. 
Dropdown  Allows users to select a value from a list you define. 
Checkbox  Allows users to select a True/On (checked) or False/Off (unchecked) value. 
Radio  Allows users to choose one option from limited options. 
Text Area  Allows users to enter multiple lines of any combination of letters and numbers. 

Maximum length for this field type can be 3500 characters. 

Date  Allows users to select date from the calendar. 
Time  Allows users to select a time in a day. 
Date and Time  Allows users to select date and time from calendar. 
Group  Allows user to group multiple fields referring to same entity. e.g. Country Code and Phone Number. 
Email  Allows users to enter an email address, which is validated to ensure proper format. 
Password  Allows users to enter any combination of letters and numbers. Data is encrypted and cannot be searched upon. 
Module Reference ID  Creates a relationship that links this module to another module. The reference field allows users to select a value from a list. The other module is the source of the values in the list. 
User Selection  Allows the selection of users from your organization from a list. 
Location Reference  Creates a relationship that links this module to the Locations module. The field allows users to select a value from a list of locations created by your organization. 
Attachment  Allows users to upload files. You can restrict upload size and formats e,g csv, xls, doc etc. 
Digital Sign  Allows users to enter digital signature. 
Aggregation  Allows users to sum or count the column(s). This option works for grid type fields. 
Grid  Allows user to create a table structure with different columns. User can then apply multiple rows while creating master data in this table. 
HTML  Allows users to enter any combination of letters and numbers. User is provided with a Rich Text Editor to format the data entry. 
Calculation  Value of this field can be derived from other fields based on given formula e.g. ({FIELD1} * ({FIELD2} + {FIELD3} ) – 10). 
URL  Allows users to enter any valid website address. When users click on the field, the URL will open in a separate browser window. 
Noun Type  Used to generate description based on selection of predefined nouns and modifiers. 
Rejection Type  Rejection type field is used to group different rejections during the master data creation or change process. During rejection this field comes as a dropdown selection for selecting type of rejection. I.e. Invalid data, duplicate data, missing information etc. 
Activate/Deactivate  Checkbox type of field which will be used for activation/deactivation of record.Once the record is deactivated then it cannot be modified. 
Geolocation  Geolocation type of field which will be used to save the user’s location. 

 2) Basic Details 

In this step users can provide basic information about the field. What information a user can enter/define in this section is dependent on the type of field being created.

Table below provides examples of the basic details for the different field types.

Examples of Basic Details section for different field types. 

  • Module Reference Data
Field/Option  Details 
Field Structure  In this section user can select the structure under which the field is to be created (Purchasing Data, Sales information etc.) 

Note – this option will be visible only if there are multiple structures configured for a module. 

Field ID  This section will allow users to define a unique identifier for a field. Field ID’s are used in all backend transactions and API’s. 
Field Name  This section allows users to define a label for the field. End users will identify a field using the field name. 
Field Length  This section allows users to define the maximum allowed length for a field. 

MDO limits entry of data in a field to the specified field length. 

Reference Module  This section allows users to select the parent module from where information can be referred. 
Reference field  This section allows users to select a field from the parent module whose information will be referred to in the child module. 
Help Text  This section allows users to provide help text to guide business users in completing the forms. 
  •  Attachment
Field/Option  Details 
Field Structure  In this section user can select the structure under which the field is to be created (Purchasing Data, Sales information etc.) 

Note – this option will be visible only if there are multiple structures configured for a module. 

Field ID  This section will allow users to define a unique identifier for a field. Field ID’s are used in all backend transactions and API’s. 
Field Name  This section allows users to define a label for the field. End users will identify a field using the field name. 
Attachment Size (KB)  This section allows users to define the maximum size allowed for an attachment. 

MDO does not allow files of the specified size to be attached. 

Attachment File Type  This section allows users to define the different file types that can be added as attachments to a field. 
Help Text  This section allows users to provide help text as an attachment to guide business users in completing forms. 
  •  Other Characteristics 

 In this step users can define additional attributes for a field. 

Characteristic  Description 
Key  Users are asked to fill the key fields before any other field can be populated. This is useful when some validations are required before the user continues to complete the form. 
Search/List Page  Selecting this will allow you to assign this field to the list page. This will also allow users to search records based on data stored in this field. It is not recommended for all fields in a module. 
Description Field  Module description field; this description field will be the default search field in the list page. The same field value will be displayed on header along with module number on the Summary and Change pages. 

 

Workflow Reference  Select this criterion if you envision to configure workflows based on the data of this field. e.g. Decisions and Determination of workflow tasks. The data in this field can also be used for escalation, rejection or any other workflow emails. 
Transient  While copying a record to create new record, fields marked as transient won’t be copied into the new record. 
Mandatory  Marking a field mandatory only works if you have marked the field as a Key field. For non-key fields, you can mark the field mandatory while creating the layout of the form. 
Completeness  This option can be enabled for a field to be included in the completeness check.

When businesses users complete a form, they will be able to identify the percentage of completion of the form based on the number of fields with completeness enabled filled.