Managing User Defined Fields (UDFs)

Contact Species360 Support

UDfs are managed under the Overview menu in a studbook. All UDFs from legacy software

will migrate to the studbook.

Topics:

-Adding UDFs

-Types of UDFs

-Editing UDFs

-Deleting UDFs

UDFs display at the bottom of the Studbook Overview screen:

• Using the “+” icon button you can Add new UDFs.

• Double click on existing UDFs to edit.

• UDFs must be defined in this location in the Overview Screen prior to entering the

UDF for an individual animal.

• UDF Name, created date, date created by display and list is sortable

• Hover over notes icon on the left to view notes about the UDF without opening the

record.

Adding UDFs

Select “+” icon to add a new UDF - To add new UDF the following is required:

• Field Name: Name of the UDF

• Field Type: Two options

• Combo Box: User defines the

UDF values that display when

adding a UDF to an animal.

(highly recommended).

• Text Field: There are no defined

UDF values, the user can enter

any text in the UDF value.

• User cannot add UDFs with the

same name and Field Type to

Studbook.

Depending on the Field type chosen, the screen will change. Species360 highly

recommends using the Combo Box option for standardization.

Back to Topics

Types of UDFs

1. Combo-Box

When user selects to add a UDF with a combo box, they must enter the terms they would

like to display in the animal records for this UDF type.

• User can define as many terms as needed by selecting the “add new button”

• User cannot enter duplicate term types

• Term Name is required

• Term Definition: Optional but highly recommended. This allows the user to define

the term so if the studbook passes hands the next user will understand how the

UDFs were applied.

Example:

• UDF Name = Color

• Field Type = Combo Box

• Terms = Orange, Black, White, Tan,

Brown

• Definition = user can define what each

term means

• Description = user can enter additional

notes about UDF overall.

• Must select Update to save

• All terms entered on this screen will be

dropdown options when assigning the

UDF “Color” to an animal in the

studbook.

Adding more options for defining UDFs and notes, should make tracking of UDFs

through time and easier as a studbook changes Studbook Keepers.

2. Text Box

When user selects to add a UDF as a text field,

they do not need to define terms.

• When entering a text field UDF for an

animal, the user can enter any free text.

• This can cause bad data entry and we

recommend only using free text UDFs when

absolutely necessary (example: tracking

numbers that cannot be defined)

Text Field Example:

• UDF Name = Color

• Field Type = Text Field

• No Terms or Description needed

• User will be able to enter any text in the “Color” UDF in the animal’s records

• Example: Orange, Green, Geren, Blue, Education…

• System will not check for definition

Back to Topics

Editing UDFs

Select and double click on the UDF and the view/edit screen will open.

• Field Name: Editable – any change here

changes the name throughout the system.

• Field Type: Not editable. Once chosen this

cannot be changed.

• Term Name: Editable - User will receive a

warning if they try to edit a Term Name.

• If user chooses to edit the Term

Name, all historic records in the

studbook with the old term name

will be changed to the new term

name.

• Description: Editable.

Back to Topics

Deleting UDFs

Delete is not an option at this time for a defined UDF. This is to assure that the historical

UDFs remain intact. If a user deleted a UDF from this screen, it would remove all UDFs in

the animal records for that UDF.

Please contact support@species360.org if there is a UDF you would like deleted from your

studbook.

Back to Topics

Revised 11 November 2021