To create or modify an existing custom field, first go to Settings > General Settings > Custom Fields and then click on Configure.
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For the mobile number, we will be using the default settings. In this scenario, the number will have to be entered on the project by an internal user during project creation or on an existing project. Certain field fields such as those you might add for orders could require external user viewing and editing.
Exclusive Options for 'Order' custom fields
Custom Fields for orders can be set client specific. By means of regular expressions, it is possible to show/hide fields based on specific criteria available in the form. This way, a field can be shown whenever the pattern defined matches the "User Option" (in the order form settings) or the "Type of Work" (in the order form itself). Additionally, the fields can be enabled or disabled for specific client companies directly on their company page (within the section 'Client Portal')
Example: Let's say you want a custom field to apply only to interpretation orders. The user option for submitting new requests is called "Interpretation" in the order form settings. If you now enter "interpretation" in the new custom field option, this specific custom field will only be displayed during submission for all forms with a user option that includes "interpretation" in its name, and in addition, the custom field will only be displayed after submission for all users if the same condition is met.
Complete Field Creation
An additional option resides below these settings and consists of a Custom Field ID. This ID may be used to export the data to an invoice, quote template, etc. When finished, click on OK to save the configuration.
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The custom field ID is a a unique identifier you will be able to use to customise customize your reports, invoices, columns and so on You will need to enter it in the specific templates or dashboards to retrieve the information passed over on that field. |
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