- In the navigation panel, go to Administration then Custom Fields.
Click New to create a new custom field. The New Custom Field screen displays as per below.
- Enter the following fields:
- Name is the name of the field. This will appear where the field is shown.
- Custom Field Group allows you to add the field to a field group.
- Field Type is the type of field. The following types are available:
- Boolean is a true/false choice.
- Date is a date.
- Decimal is a number with decimal places (e.g. 2.50)
- Integer is a whole number with no decimal places (e.g. 2)
- Text is a text field.
- Tick Required Field if you wish to make this field mandatory.
- Tick Include in Cube to include this field in cubes.
- In the Custom Field Applies section, specify where this custom field applies, using the following procedure:
Click New to create a new row. The Custom Field Applies screen displays.
- Select the location where you want the field to apply. You can apply a custom field to Cards, Products or Machines.
- Repeat the process to define as many applications as you wish.
- When you have finished, click Save.
- If your field appears on Cards, it will be available immediately for new and existing cards.
- If your field appears on Products or Machines, it will be available for new records immediately, but will be copied to existing records overnight.