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Tip

Before proceeding with this this guide, the following conditions should be accounted for:

  • The user is using release 3.0.0 or greater of EKW.

  • The user has a basic knowledge of creating UD columns in Epicor.

Note

1. Creating custom fields using custom UD field methodology:

Refer to this Guide: https://biscit.atlassian.net/l/cp/mXF8wJeK

2. Creating custom fields using the BPM form:

Refer to the following Video: https://youtu.be/1oVqF9aM1Us?si=w3Y-ApiqM8cZAWJN

IMPLEMENTATION

Tip

In order to have the Custom Fields appear in the EKW application, the user must first set up UD columns.

For the custom fields to appear correctly in EKW, the following requirements must be met:

  • Four UD columns must be created to indicate: the column to be displayed, the label, the type and if it should be disabled.

  • The UD columns should be formatted like the following (col1 increments for each new custom field – do not miss a number as it will not display the following fields):

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