Custom fields for the System
Custom Fields add inputs the standard forms do not have — a vehicle number, a project code, a claim reference. You create them on the form where they are needed; this page is where you review and remove them afterwards.
Where to find it
Go to Setup > Display > Custom Fields. To add one, use the Add Field option on the transaction form itself, which appears once Show Add Custom Field on Forms is enabled in System Preferences.
Where fields can go
| Position | Typical use |
|---|---|
| Form header | Something that applies to the whole document — a contract reference, an approver. |
| Line items | Something that varies per line — a serial number, a bin location. |
| Footer | Closing information — a signature name, a delivery instruction. |
Field types
Text box, dropdown, radio button, check box, date picker and amount box.
A field that already holds values on saved transactions cannot be removed. Try a new field on a small number of transactions before rolling it out — once real data is in it, you are keeping it.
Related pages
- System Preferences — enabling custom fields
- Direct Invoice — custom fields on a sales form
- Purchase Order — custom fields on a purchase form