Custom Fields

How to Work with Custom Fields

Nearly every business has unique characteristics and unique pieces of data that need to be stored and tracked.

Many of the entities in the system, such as products, orders, suppliers, etc., have "extra" fields that you can use for whatever purpose you need in your business or workflow.

Out-of-box, the "extra" fields can be found on many forms, and they are simply named "Extra 1," "Extra 2," etc.

To help identify the data, you can also easily change the labels.

As an example, let's say your business's suppliers are medical practices, each of which might have one or two doctors in it. When you create a new Supplier record, you can collect and store each doctor's name in the "extra" fields. To help keep track of them, you can then relabel "Extra 1" as "Doctor 1" and "Extra 2" as "Doctor 2."

To do this, go to the Application Messages screen. To change the label for the supplier's Extra 1 field, create a new Application Message with a "key" of "AdminField.Supplier.extra1.displayName." For the "content" field, enter "Doctor 1" as the new name of the label.

You can make similar changes for other fields and entities. As another example, if you sell books, you might consider changing the "Name" field to "Title" for products. To do so, create a new Application Message with a "key" of "AdminField.Product.name.displayName" and "content" of "Title."

The new labels will show up pretty much everywhere in the administrator interface, making it easy to manage the custom data.