Versions Compared

Old Version 6

changes.mady.by.user April Hatton (Unlicensed)

Saved on

compared with

New Version Current

changes.mady.by.user Sara mendez

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Wordbee Translator provides pre-defined fields for projects, translation memories, and more; however, you also have the option to create your own custom fields to appear in certain areas of the system as well. . These defined fields may appear only to internal users, to external users, or to everyone who has access to the system (if permitted).

Custom fields may be created for the following areas in Wordbee Translator: 

  • Projects - Fields are displayed on the project details page and some dashboards (orders, jobs).
  • Jobs - Fields are displayed on the job details pagepage and some dashboards (projects).
  • Orders -  Fields are displayed on the order details pagepage and some dashboards (orders, jobs). 
Info
titleRemember
  • Once custom fields are created, their related placeholders will be available for other system customisations like invoice layout and email notifications
  • 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.
  • Companies - Fields are displayed on the client/supplier details page.
  • Invoices - Fields are displayed on the invoice details page.
  • Resources - Fields are displayed on the resource details page.
  • Segments - Appear when clicking on a segment in the Translation Editor.
  • Persons - Fields are displayed on the account details page of users (internal or external).


How to Access Custom Fields

With custom fields, 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 also define the number of characters and rows the field has as well as change their order on the corresponding page.

To access the settings for custom fields, click on Settings in the top toolbar and then scroll down to the General Settings section. Click on Configure to the right of the Custom Fields option.

Image Removed

When creating a custom field, you have several configuration options to choose from. The screen for configuring a custom field will have different options depending on what it is being created for (i.e. projects, orders, etc.). It will appear as shown below when creating a custom field for a project:

Image Removed


Image AddedImage Added

For more information about creating custom fields and making changes, please see the following pages:

 

Child pages (Children Display)
 
styleh3