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Let's say you want to create UDFs for Expense Types. Click on Expense Type, and then click the edit pencil (or double click the row) for the number of the UDF that you want to create. You'll need to give your UDF a Label, determine the Data Type, decide if this will be a Required field, select how it will be viewed on the UI (Do not show, Show disabled, Show enabled), and you can make the field active by checking the Active box.  You You can choose from a number of Data Types, and depending on what you select you may have additional options, such as a Pick List wizard if this field chooses from a list of values. Specific info on setting up the fields is available at Help to create User-Defined Fields.



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Looking at the Expense Types master list (Admin > Setup > Expense > Expense Types), you can add data to the fields on the far right of the screen by editing the row and going to the "Other" tab.





Now this data can be used in an adhoc report or an export.

Can I report on a UDF?  Can I export the data from a UDF?

 You You can create an adhoc report to access data from a UDF. Let's look at an example where we created a Person UDF to hold Promotion Date, and we entered the date that the Person was promoted:

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When doing an export, in this case a Person export, you will see the data in the user11 column, since the Promotion Date was added to UDF 11 for Person. 



You can also add UDF to a custom export by selecting the field from the Field/Expression Chooser. You will not see the Label which you gave to the field, but you can determine which field it is by looking at your UDF via Admin > Setup > User-Defined Fields.

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