Set Drop-Menu User-Defined Fields for Organizations

After the drop-menu user-defined fields have been set up at the system level, you can set which options will appear in each organization’s UDF drop menus and the order in which they should appear.

  1. To select drop-menu options for an organization:
  2. In the Administration Explorer tree view, expand the organization’s folder.
  3. Select Profiles for the organization, and select the Patron Services tab.
  4. Double-click Patron registration user defined fields. The User Defined Field Options dialog box opens.
  5. Select the drop-menu UDF in the User Defined Field list. The drop-menu’s options are listed.
  6. Select or de-select the check boxes to choose the options you want to appear in the organization’s version of the UDF drop menu.

Note:
For new UDFs, if an option is selected and saved at the system level, it is selected at all branches. If it is saved as unselected at the system level, it is unselected for all branches.

Tip:
First move the de-selected options to the bottom of the list. This may make it easier to move the selected options to the order you want.

  1. To change the order in which the options will appear in the organization’s UDF drop menu, highlight an option and select the up arrow UDFup.gif or down arrow UDFdown.gif to move the option up or down in the list. To move an option to the top, click UDFtop.gif. To move an option to the bottom, click UDFbottom.gif.
  2. Click OK.

Important:
When you make UDF changes, you must log out and log back in to the Polaris staff client to see the effects of your changes in Polaris workforms.

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