User-defined fields and multiple forms

[David Rowell]

I've created a user-defined field called "Matter number" for the Business
Project form; works fine, appears at bottom of Details tab on that form, no
problem there.

Problem is, I want to see the "Matter number" field in the History page of
the associated Account, and that doesn't seem to work; History page shows
"Item Type," and the Business Project appears, also shows "Subject" and the
name of the project appears, but I can't seem to get the "Matter number"
field to appear;

I've tried the "Field Chooser" widget, and the "Customize Current View"
widget and, while both of them allow me to choose from "User Defined Fields
in this Folder," my UDF isn' on the list; I've scrolled through ALL the
choices (All Document Fields, All Journal Fields, etc.), can't find my
user-defined field anywhere.

Obviously there's something here I don't understand; any suggestion?

Thanks in advance . . .

 

[Jan K]

I've created a user-defined field called "Matter number" for the Business
Project form; works fine, appears at bottom of Details tab on that form,
no
problem there.

Problem is, I want to see the "Matter number" field in the History page of
the associated Account, and that doesn't seem to work; History page shows
"Item Type," and the Business Project appears, also shows "Subject" and
the
name of the project appears, but I can't seem to get the "Matter number"
field to appear;

I've tried the "Field Chooser" widget, and the "Customize Current View"
widget and, while both of them allow me to choose from "User Defined
Fields
in this Folder," my UDF isn' on the list; I've scrolled through ALL the
choices (All Document Fields, All Journal Fields, etc.), can't find my
user-defined field anywhere.

Obviously there's something here I don't understand; any suggestion?

Thanks in advance . . .

Maybe you should try to add a new user defined field on the history page
with the same name as your "matter number" field. BCM shoudl recognize that
th efield already exist and should show th ecorrect data.