IMOS On-Prem - User-Defined Fields

View IMOS Documentation in the Help Center.

You can create User-Defined Fields for use on several forms. After a User-Defined Field is defined and saved, the form includes a Properties tab or context menu item, on which Default fields and selected Normal fields appear.

User-Defined Fields for Cargo/VC In and Time Charter In contracts are available as columns in the Cargo and Vessel grids of Cargo Matching.

1. In the Data Center , under Other, click User-Defined Fields.
   
2. Select the Applicability:
   • Address
   • Berth
   • Cargo
   • Cargo COA
   • Cargo Itinerary
   • Cargo Name
   • TC In/Out
   • Vessel
   • Voyage
3. In the grid, define fields.
   
   • To create a custom drop-down menu:
     1. Create a string and then do one of the following:
        • Click its Values field and then click Edit Values.
        • Right-click its row and then click Edit Values.
        
        On the User Defined Field Values form:
     2. Enter the Values you want users to choose from, including a Description for each.
     3. Close the User Defined Field Values form.
4. After saving and exiting, a Properties tab appears on the applicable form, where the newly defined fields can be pulled in.
   Note: User-Defined fields can only be used once in the Properties tab (i.e. one cannot assign the same Prompt to multiple lines).
   
   
5. In the Title column, click to select the field Prompt. The Value column will accept an entry based on the Field Type selection.
6. Define Format of the field:
   -For numerical format, enter the number of decimal places
7. For string, the number of maximum characters that can be supported

8. 1. Add #vessel or #cargo so that the User-Defined Field will allow you to select a Vessel from the Vessel list or a Cargo from the Cargo list respectively.

   8. Link ID is used to map User-Defined fields between Applicabilities.

   • If the Link IDs of the User-Defined fields match, then user data will be automatically ported from COA to Cargo upon cargo creation. To map Link IDs, use a common link such as "link“.

The properties can be added to Cargo, VC In, TC In, and TC Out lists and can be added as columns in Report Designer reports with Source IMOS using relevant tables.