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.
Custom fields may be created for the following areas in Wordbee Translator:
- Projects - Fields are displayed on the project details page.
- Jobs - Fields are displayed on the job details page.
- Orders - Fields are displayed on the order details page.
- 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.
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.
How to Access Custom Fields
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.
For more information about creating custom fields and making changes, please see the following pages:
An Example
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 create the custom field, as shown below:
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).
To see how to create this specific field for projects, please see the How to Create Custom Fields section of the Creating Custom Fields page.