Custom Fields

Introduction

Custom fields let you capture additional, vendor-specific data that’s critical to your organization’s workflows and reporting.

Whether you need to track regions, departments, business units, or any other metadata, setting up custom fields ensures that every third-party record holds the information you care about.

Add Custom Fields

Follow the steps below to add custom fields:

1. Navigate to Settings > Third Party > Attributes Tab and scroll down to Custom Fields.

2. Click the + button.

3. On the Add Custom Field pop-up, enter the Custom Field Name.

4. Select the Custom Field Type from the drop-down. The drop-down provides multiple options to select:

   1. Currency: Numeric field designed for monetary values.

   2. Date: Field for date selection.

   3. Long Text: Multi-line text field for entering detailed information or descriptions.

   4. Multi Select: Allows users to select multiple values from a predefined list of options.

   5. Number: Numeric field for integer or decimal values.

   6. Single Select: Allows users to choose one value from a predefined list of options.

   7. Text: Single-line text field for entering short text values.

5. If you selected the Custom Field Type as Single or Multi-Select, an additional Custom Field Option field would appear on the screen. Enter the multiple options in new lines or separate them with a comma.

6. [Optional] Enter a description for this custom field.

7. Click the Add button. The Custom Field will be created and available for use.

Note

You can create a maximum of 30 custom fields.

Manage Custom Fields

You can edit or delete existing custom fields from the list. Simply click the three-dot menu in the Manage column and select the desired action based on your requirement.