Custom Fields
The Custom Fields section allows administrators to create and manage additional fields across different modules. These fields help capture specific data requirements that are not included in the default system fields.
Viewing Custom Fields
Upon accessing the Custom Fields tab, the system displays any existing custom fields. If no custom fields exist, a message stating “No record found.” appears.
Adding a Custom Field
To add a new custom field:
- Click the Add Field button.
- A form appears with the following options:
- Module: Select the module where the field will be applied (e.g., Client, Projects, Tasks).
- Field Label: Enter the name of the field.
- Is Required: Choose whether the field is mandatory (Yes or No).
- Field Type: Select the type of input (e.g., Text, Number, Date, Dropdown).
- Show in Table View: If checked, the field will be visible in the module’s main table.
- Allow Export in Table View: If checked, the field’s data will be included when exporting table records.
- Click Save to create the field.
These custom fields provide flexibility in adapting the system to specific organizational needs, ensuring all necessary data points are captured efficiently.
