Custom Fields

Owned by April Hatton (Unlicensed)
Last updated: Feb 20, 2019 by Sara mendez

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. 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 page and some dashboards (projects).
  • Orders -  Fields are displayed on the order details page and some dashboards (orders, jobs). 

Remember

  • 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.


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

 

Creating and updating Custom Fields

Changing the Display Order



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