When adding Custom Fields, there are a number of options available to manage these:
Add to records
Here you will need to select which record type in which you would like to see your Custom Field appear. Once you select a record type, you will then see your new field appear in the "Custom Fields' section at the bottom of the record.
The options here are as follows:
- Property Building.
- Property Expense.
- Property Lease.
- Property Sale.
- Property Survey.
The 'Field Name' is what your field will be referenced as in the database. This will differ from the Field Label and needs to be unique within your database. You can enter this field using the Camel case format (e.g. "FieldName") or, alternatively, use an underscore to separate any words you'd like to include in the Field Name (e.g. "Field_Name").
When adding your Custom Field, you have a number of different options to select from when it comes to designing the field type.
The options here are as follows:
- Text - Ideal for plain text entries.
- Multiple lines of text - Ideal for entries that require multiple lines of text (e.g. a Comments field).
- Whole number - Ideal for any whole number values.
- Decimal - Ideal for any values that include a decimal (such as a price including cents).
- Select one option - This is for a dropdown list in which the user will be presented with options and required to select one option.
- Select multiple options - This is for a dropdown list in which the user will be presented with options and have the ability to select one or more option.
- Checkbox - Ideal for any basic fields that can be handled with a checkbox.
- Date - This will enable the user to enter or select a date using the calendar pop out.
This option is where you can choose how your field will be labelled within the record. It will be auto-filled with the name you previously entered in the "Field Name" field. Here you are able to separate the words with spaces, as well as add any additional characters that you may wish to include.
This option allows you to select which specific offices you'd like this Custom Field to appear in. You can select one particular office here, or as many as you like. On top of this, after setting up your Custom Field, you can always come back and edit the enabled offices list at any time.
Any information that you enter within this area will appear as helper text whenever a user hovers over this field in the record. This is an optional tool, so feel free to leave this one blank if you don't need any helper text.
This area allows you to add any suggested entries in a dropdown (saving you from manually typing the information each time). With input suggestions, you still have the option to type directly into this field if needed. This is also an optional item, so feel free to leave this field blank if you don't want to add any suggestions to your Custom Field.
When it comes to using your Custom Fields, you have a number of options:
A Custom Field can also be pulled through to any Custom Exports by incorporating it into this export file.
To reference a Custom Field, you will need to use the following format:
Remember that if you are referencing this field from a different record to which you are exporting your Custom Export file from (such as the Property record) you will need to use the following format:
A Custom Field can also be pulled into your Excel template. Ensuring that a record with a Custom Field entry is attached to your job, you will then see this data pull through to the 'CUSTOM' sheet. From there you can edit the formatting of the data and will also notice that it has created a named range based on the Field Name you previously entered when setting up the Custom Field.
Once the data has been pulled through to the Excel file, you can then sync this through to your Word report by using the 'Load Names' feature and then inserting the link to your Custom Field.