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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- Text - A simple text entry field, which may be limited by setting a maximum number of characters and number of rows.
- Pick List - Enter options per line to provide a list of choices to the person filling in the information. Only once one choice can be selected when this field type is used.
- Pick List, Custom Text Allowed - if none of the options in the list are appropriate, users can opt to type their own value. This pick list is ideal if you want to capture custom values or if you want to include new values required by users into the default picklist.
- Pick List, Multiple Choice - Same as above; however, the user can select more than one option in the list by ticking on each checkbox.
- Pick List, Autocomplete - Ideal for pick lists with hundreds or thousands of options a user can choose from.
- Hyperlink - Field appears as a text box with http:// to show that a hyperlink must be entered.
- Image - Field consists of a button for uploading an image to the project, order, etc.
- Checkbox - This field provides a single checkbox. If ticked, the related value will be considered 'True' by the system, and 'False' if not. Note that by default, the field value is not ticked.
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Please note that the options shown on the configuration screen will vary depending on the field type and where in the system the custom field is being used. |
Pick lists
There are several types of pick lists supported. Based on your needs, chose the one that works best for each case:
Pick list
Users can select one of the options in the list. The values are predefined in the settings of that custom field.
Pick list, custom text allowed
Whenever this field is presented to users, they can select one of the values proposed in the list or type a new value. As a result, the list of options can eventually grow bigger (if values get officially added).
In the configuration screen of the picklist, just below the options text box, two features make it possible to include values typed by users in the default pick list or even sort all options by alphabetical order.
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Click on 'Add missing values' to incorporate all values captured from user input into the list of possible values.
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Pick list, multiple choice
Users can select one or several values in the list
Hierarchical pick lists
Pick list fields can be configured to be editable as two cascading drop down lists. This option is great when a pick list has many options and there is a hierarchy of options.
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Optionally add the split character in the lines above and add a space before and after. The first picklist shows the text before the split character (prefix), and the second picklist shows the texts after the split character (suffix). |
Autocomplete Pick List
This type of picklist is recommended with lists that include hundreds or thousands of options a user can choose from. Their key features are listed below:
Able to handle hundreds even thousands of options. Other pick lists are only capable of handling hundreds of options.
Shows the options that match a text typed by a user. This allows for extremely efficient selection that users will appreciate it.
Allows to include meta-information with the options. Define the information that shall be shown to the user. This could be a short description or anything you deem important to visualize.
Retrieve or update options using the API.
Client order forms: Copy the meta information of the selected option to order or project custom fields. This is a very advanced use case. Please contact support for more help or have a look at the order form configuration (Settings > New order forms).
Click the Add link and chose the field type as shown below:
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Use a different type of pick list in these cases:
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Viewing and Editing Permissions
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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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- The Translation Editor - Web-based editing tool for working on files and documents for jobs.
- The Global Search (Top or Sidebar) - Global search tool for locating specific keywords or segments within the system. To learn more, see the What is Global Search? page.
