Administrator Guide › Configuration › Custom fields
Overview
Custom Fields enable administrators to tailor information captured for supported areas of the application. Use the Custom Fields configuration page when your organization requires additional business-specific data beyond the standard information available in a module. Configure the required selections and save the configuration before users rely on the custom field setup.
Before you start
You must be signed in to access the Custom Fields page. The configuration form contains three mandatory fields; complete all required fields before saving.
Steps
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Navigate to Configurations > Custom Fields.
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In please select, choose the applicable configuration option.
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Complete the three mandatory fields on the form.
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Select Save to validate and save the custom field configuration.
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If you have finished configuring custom fields, select Save and Close.
Tips & cautions
Note: The form validates required information when you select Save. It will not save if a mandatory field is missing.
Warning: If you attempt to leave the page with unsaved changes, the application displays a warning. Save the configuration before leaving the page when you want to retain your changes.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| The configuration does not save. | One or more mandatory fields are incomplete. | Complete all three mandatory fields, then select Save. |
| A warning appears when leaving the page. | The form contains unsaved changes. | Select Save to retain the configuration, or respond to the warning before leaving the page. |
| The Custom Fields page cannot be accessed. | The user is not signed in. | Sign in, then navigate to Configurations > Custom Fields. |
Result
The custom field configuration is validated and saved.
Related pages
- Configure 2 Factor Authentication
- Configure Account Managers
- Configuration — Learning Path
- Understanding the Interface
- Navigation Basics
- Manage Demo Data
- Serial Combinations
- Shareable Content
- Templates
- Configure Attachment Categories
- Configure Branches
- Configure Flags
- Configure Frequent Currencies
- Configure Market Segments
- Configure Product Types
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