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Use this dialog to enter items into the custom fieldview attached to the current field and to select which items appear in the custom fieldview drop-down list. After you make entries in a custom fieldview, you can subsequently select them from that fieldview when preparing returns. To quickly add items to a custom fieldview, simply enter the item directly in the field. The information you enter is saved automatically, but will not automatically display in the drop-down list.
- To view all items that you enter in the drop-down list, choose Setup > User Preferences, click the Data Entry tab, and mark the Display all custom fieldview items in drop-down list checkbox.
- To view only some items that you enter in the drop-down list, enter the information and press CTRL+S or open the Custom Fieldview dialog and mark the Display in drop-down checkbox for each item you want to view in the drop-down list.
Note: There are two types of custom fieldviews, linked (view example) and non-linked (view example).
To open this dialog, place the cursor in a field with an attached custom fieldview and either click the Custom Fieldview button (if available), select Custom Fieldview from the Edit menu, or click Edit Custom Fieldview in the field's drop-down list.
- To enter items in a custom fieldview via this dialog, click the row displaying "Click here to add new item" and enter the appropriate information. When you are finished entering items, click OK.
- To delete items from a custom fieldview, highlight the row in the list and click the Delete button.
Fields & buttons
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