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Editing a Summation User Defined Field

When you want to edit a Summation UDF previously added in PCS, follow these steps:

1. Click Tools > Field and UDF Customizations to open the Field and UDF Customizations window (Field and UDF Customizations).

2. Double-click Facility Surveys > Common to All Facilities in the Properties panel. Then click Permanent Information to display a grid with fields and property settings common to all facilities (Field and UDF Customizations).

   Clicking the Properties bar collapses the Properties panel allowing you to view more of the grid. Clicking the bar again expands the panel.

3. Select the Summation UDF you want to edit in the grid of the Field and UDF Customizations window. Then navigate to the grid column labeled System-User Defined Summation Definition and click the ... ellipsis button.

   

   System-User Defined Derivation Definition

4. When the dialog box Edit Summation Field opens, change UDF settings as needed, such as selecting a different target field in the list of fields in the selection panel or a different Operator option (Edit Summation).

5. If the Summation UDF includes filter settings you want to change, click the Filters button to open the Filters panel and make changes as needed. Use filter selection fields to set up filter criteria. Select a PCS field, operator, and one or more filter conditions.

6. Click Save to save settings and return to the Field and UDF Customizations window.

   

   Edit Summation