Custom fields

System -> Configuration -> Custom fields

Custom fields are used to extend the functionality of the entity. Values of such custom fields can be used as metrics in reports.

Viewing and creating custom fields

The user is able to create an custom field using the list of such fields. Go to Custom fields list of the System application. Choose the required list of fields using the tabs on the top of the screen.

Each list of custom fields is related to a specific entity. There are following lists available:

  • Client — the set of fields for the client form.
  • Program — the set of fields for the program form.
  • Project — the set of fields for the project form.
  • User — the set of fields for the user form.
  • Timesheet line — the set of fields (columns) for the timesheet.

In order to create a field you need to use Create field action, fill the name and the type of the field in, and click Create:

  • *Name — a name of the field.
  • *Field type — a type of the field. The type can’t be changed later.

There are four types available:

  • String — allows typing any symbols and characters.
  • Decimal — allows typing decimal values.
  • Date — allows typing the date (without time).
  • Lookup — allows typing the value by choosing an option from the dropdown list.

Custom field settings

Main section:

  • *Name — a name of the field.
  • Description — a description of the field.
  • Entity is active — defines the active state of the entity.
  • Entity type — the type of the entity (read-only).
  • Field type — the chosen type (read-only).

«Localization» tab allows defining the title and the placeholder for different languages:

  • *Language — localization language. Has to be chosen from the list.
  • Filed title — a string. This is the header of the form and the name of the column in lists and reports.
  • Field placeholder — a string. A text, which is shown when the field has no value.

«Properties» tab can look different for various fields. Here’s an example of the «List» type:

  • Value table of the list represents a small classifier. In order to add a new element, you have to click Add button and indicate the value of the element in the row. Each row can be deleted using the context menu of the row.
It’s prohibited to delete elements, which are used in entities. When you try to save such changes, the system will send you a notification. If the element is in use, but it became redundant, it can be closed by disabling Active parameter. Such element will disappear from the dropdown list of the form.
  • Default value — the default value is chosen or entered in the field.
  • Form column — this value is used to define the column to add a new field.
  • Order number — defines the order of sorting. In the case with the timesheet line, this parameter will define the counting number of the column in the additional section.
  • Required field — marks the field as required.