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Custom Fieldview dialog

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 then User Preferences, select 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.
To open this dialog, place the cursor in a field with an attached custom fieldview and either select the Custom Fieldview button (if available), select Custom Fieldview from the Edit menu, or select Edit Custom Fieldview in the field's drop-down list.
  • To enter items in a custom fieldview via this dialog, select the row displaying "Click here to add new item" and enter the appropriate information. When you are finished entering items, choose OK.
  • To delete items from a custom fieldview, highlight the row in the list and select the Delete button.

Fields & buttons

The items for this custom fieldview are listed here. Custom fieldviews are similar to regular fieldviews except that you determine the list of entries that appears in them. This means that custom fieldviews are blank (and only contain the Edit Custom Fieldview command) until you make entries in them. After you make entries in a custom fieldview, UltraTax CS will auto-complete those entries when you begin to enter the same text. You can also select an entry from the drop-down list if the
Display in Drop-down
 checkbox is marked in this dialog.
To enter new items in a custom fieldview via this dialog, select the row displaying "Click here to add new item" and enter the appropriate information. When you are finished entering items, choose OK.
Mark this checkbox to include the associated entry in the drop-down list attached to the current custom fieldview. UltraTax CS marks this checkbox automatically if you press CTRL+S after entering a new item in a custom fieldview.
Select the row displaying "Click here to add new item" and enter the text for the fieldview item in this field. Then, either select OK to save the information and close the Custom Fieldview dialog, or choose the row displaying "Click here to add new item" to add additional fieldview items.

This article applies to:

  • Product: UltraTax CS
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