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When creating a custom field for orders, this field may also be included in the New Order Form and shown as an entry option when clients submit the order through the Client Portal. |
When creating a With custom fieldfields, you also have the option to choose what type of field will be added. For example, it can be an image upload field, a place to enter a hyperlink, a simple text entry box, or even a drop-down list of options. You can even also define the number of characters and rows the field has and change the order of appearanceas well as change their order on the corresponding page.
How to Access Custom Fields
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For example, let's say you want to create a custom field for Projects titled Mobile Number. In order for this field to appear as an entry option in projects, it must first be created as a custom field. This is because the pre-defined fields do not inlcude the option of entering a mobile number. To make this all happen, you first will need to create the custom field, as shown below:
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Then, when a project is created in the system, the mobile number field will appear in the project details page for entry or be automatically input by the client through the order form (if configured).
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To see how to create this specific field for projects, please see the How to Create a Custom FieldsText Field section of the Creating Custom Fields page. |