Bureau of the Fiscal Service

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OTCnet Printable Job Aid

Create a User Defined Field

To create a user defined field (UDF), complete the following steps:

1. From the Administration tab, click Manage Organizations>User Defined Fields> Modify. 

The Select OTC Endpoint screen appears. 

2. Select the highest-level organization for which you want to modify UDFs. The Step 1 of 3: 

Select User Defined Field to Maintain page appears. 

3. Click Create UDF as shown in Figure 1. The Step 2 of 3: Modify the User Defined Field

page appears.

Figure 1. Select 1 of 3: Select User Defined Field to Maintain

A message displays discouraging users from creating UDFs that request personally 

identifiable information (PII) data.

4. Add the UDF and click Done.

Add a UDF by:

• Selecting the Activity type for the UDF

• There are two types of deposit processing activities (Create 

Deposit and Create Deposit Subtotal) and one activity for card processing (Create 

Card Processing).

• For TGA/CDC Endpoints with active deposits, in the drop-down Activity menu, the 

deposit activities are disabled. In this case, Accounting Specialists and Card 

Administrators can only select the Create Card Processing activity

• Entering the Label and Description

Application Tip

Application Tips
Bureau of the Fiscal Service

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OTCnet Printable Job Aid

• Selecting a Data Type

▪ If the Drop Down List of Alphanumeric Values Data Type is 

selected, proceed to step 6. 

▪ If another Data Type is selected, continue entering in information for 

the fields below. Proceed to step 7. 

• Entering the 

▪ Maximum Input Length (Maximum length is 255)

▪ Minimum Input Length

▪ Display Order Number

• Selecting Mandatory or Optional for Activity User Entry

• When a deposit is in progress at a TGA or CDC endpoint, a UDF cannot be modified 

or deleted if the deposit is in Draft or Awaiting Approval (AWAP) status. 

• If the Accounting Specialist or Card Administrator selected an endpoint that is 

both a TGA, and a CDC Endpoint and this endpoint has a deposit that is currently in 

progress, the deposit processing activities are disabled to read-only. 

• Only the Card Processing activity is active. 

• The Card Administrator continues card processing activities when a deposit is in 

progress.

• If the Drop-Down List of Alphanumeric values data type is selected a Permitted 

Values section appears. 

• Click List Values. A Step 2 of 3 (Continued): Define Permitted Values page appears.

• Enter details for both the Value and Description.

• Click Done to return to the Step 2 of 3: Modify the User Defined Field page.

5. The Step 1 of 3: Select User Defined Field to Maintain page appears again. Select Next.

6. The Step 3 of 3: Review page appears. Verify the UDF information is correct. Select the plus 

sign next to the UDF to expand it. 

7. The Step 3 of 3: Review page appears. Verify the UDF information is correct and click 

Submit as shown in Figure 2.

Application Tips

Application Tips
Bureau of the Fiscal Service

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OTCnet Printable Job Aid

Figure 2. Review User Defined Fields page

8. The Confirmation page appears presenting the UDF data that is saved to the database. 

• Click Cancel to return to the OTCnet Home Page. No data is saved. 

• Click Edit to make additional changes.

• Click Next to advance to the next page.

• Click Previous to return to the previous page.

• Click Return Home to return to the OTCnet Home Page 

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