What are custom fields

What are custom fields

Custom fields allow you to add information that is specific to your assets. You can create any number of fields to appear when creating information about assets. 

To view custom fields, click on Custom Fields in the top left corner of the Settings window. 

To edit or delete an item, click on the … button at the end of the item’s row. 

You can filter the search for fields by their state – Active, Inactive, or both.  

How to add a new custom field

To add a new custom field, click on Custom Fields in the top left corner of the Settings window. Click on Add New in the top right corner.  

An Add New modal window will pop up. The fields you can see will vary based on the field type you choose.  

 

Fill out the following fields about the new custom field:  

• Field Label - Give the field a name.  
  
• Description - Briefly describe the field, adding any ID if applicable. 
  
• Field Type - Select the field type from the dropdown menu. Field types are defined by the system. 
  
• Default Value - Set a default value, if applicable.  
  
• Minimum - Specify the minimum characters required for the field. This field is present if you choose Amount and Number from the Field Type menu. 
  
• Maximum - Specify the maximum characters allowed for the field. This field is present if you choose Amount and Number from the Field Type menu. 
  
• Currency Type - Choose from Any currency, Base/Organization Currency, or Company Currency. This field is present if you choose Amount from the Field Type menu.
  
• Calendar Option - Choose Any Date, Future Only, or Past Only. This field is present if you choose Date or Date Time from the Field Type menu. 
  
• Sort - Choose from By Name or By Sort Order. This field is present if you choose Multi-Select or Single-Select from the Field Type menu. 
  
• Length - You can use the built-in counter to specify the required length or enter the number manually. This field is present if you choose Text or Text Area from the Field Type menu. 
  
• Protect Value - Tick the box if you wish the value to be protected. This field is present if you choose Text from the Field Type menu.
  
• Allow Special Characters - Tick the box to allow special characters. This field is present if you choose Text or Text Area from the Field Type menu. 
  
• Is Exportable - This box is checked by default. The data can be exported to Excel. 
  
• Is Visible on Create - This box is checked by default. This means that the field is visible when creating the entity. 
  
• View from - Determine who will be able to view the created field. Select the type from the dropdown menu. The read or write options mean that the field can only be viewed by people who have read or write access to the entity, which is set up in the Organization Configuration. The extended option means that the field will be viewed by people who have owner access to the entity set up in the Organization Configuration. 
  
• Edit from - Determine who will be able to edit the created field. Select the type from the dropdown menu. The read or write options mean that the field can only be edited by people who have read or write access to the entity, which is set up in the Organization Configuration. The extended option means that the field will be edited by people who have owner access to the entity set up in the Organization Configuration. 
  
• Is Required - This box is checked by default. If you uncheck this box, the field will not be mandatory. 
  
• Is Active - This box is checked by default.   
  

Review the information and click on Save. 

Note! A user can access the custom field information only with the relevant permissions/access rights given by the administrator. 

How to edit or delete a custom field

To edit/delete a custom field, click on Custom Fields in the top left corner of the Settings window. Click on the … button at the end of the item's row and click on edit or delete.  

If you click on Edit button, an Edit modal window will pop up. Edit the information and click on Save.  

If you click on Delete button, you must confirm your intention to delete the custom field to minimize the risk of accidental deletion. Click on OK to delete the custom field.