preferences:custom_fields

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preferences:custom_fields [2019/10/24 16:10] – created Emily Porrellopreferences:custom_fields [2023/09/02 01:00] (current) – Mark Glover
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-======  13.11. Custom fields ====== 
 {{indexmenu_n>110}} {{indexmenu_n>110}}
 +====== 16.11. Custom fields ======
 +<WRAP center round important 90%>
 +In a [[synchronisation:introduction|synced system]], Custom fields must be added on the **central server** and will then sync to other sites where they will apply to all stores on each site.
 +</WRAP>
  
-You can create custom fields to record additional information in certain areas of mSupply. +<WRAP center round alert 50%> 
 +**Only edit custom fields if you are confident with the information in this page and fully understand the content.** Otherwise you could cause some things to stop working in your copy of mSupply! This is true for all settings, but please be especially careful with custom fields. 
 +</WRAP>
  
-You can create custom fields for the following:+You can create custom fields that appear in different areas in mSupply. These allow you to record additional information and customise mSupply for your needs.  
 + 
 +You can create custom fields in the following areas:
   * Customer invoice   * Customer invoice
   * Supplier invoice   * Supplier invoice
   * Store     * Store  
-  * Requisition 
   * Item   * Item
   * Item category    * Item category 
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   * Name (of customers, suppliers, prescribers etc.)   * Name (of customers, suppliers, prescribers etc.)
   * User   * User
 +  * Purchase orders
 +  * Transaction categories
 +  * Item Category Level 1 
 +  * Transaction lines
 +
  
 ===== Creating custom fields ===== ===== Creating custom fields =====
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 1. Navigate to the **Admin** tab and click the **Preferences** button. 1. Navigate to the **Admin** tab and click the **Preferences** button.
  
-{{ :preferences:options_admin_pref.png?400 |}}+{{ :preferences:options_admin_pref.png?600 |}}
  
 2. Select **Custom Fields** from the list on the left. 2. Select **Custom Fields** from the list on the left.
  
-3. Select the screen requiring custom fields from the dropdown list.+3. Select the area requiring custom fields from the **Table to set custom data fields for** dropdown list. 
 + 
 +{{ :preferences:customfields_type.png?600 |}}
  
 4. Click the **New Field** button. 4. Click the **New Field** button.
  
-5. Click on the new line to change the name of the custom field. +5. Click on the new line in the **Field Label** column to change the name of the custom field. 
  
-6. Click the small arrow in the **Field Type** column and choose from the drop-down list. The options are:+6. Click the small arrow in the **Field Type** column and choose from the drop-down list. The options for your new field are:
   * **Text:** User can type free text.   * **Text:** User can type free text.
   * **Number:** User can only type a number.   * **Number:** User can only type a number.
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   * **List:** User can only select an option from a list.   * **List:** User can only select an option from a list.
  
-6. If you chose a **List** field type, highlight the line and click **Add Item** to enter the options that will appear in the list. To delete an option, select the item from the list and click **Delete Item(s)**.+{{ :preferences:customfields_new.png?600 |}}
  
-7. Click **OK**.+6. If you choose a **List** field type, highlight the line and click **Add Item** to enter the options that will appear in the list. To delete an option, select it in the list and click **Delete Item(s)**.
  
-If you want to delete a custom field, highlight the line and click **Delete field(s)**.+{{ :preferences:customfields_list.png?600 |}}
  
 +7. Click **OK**.
  
 +If you want to delete a custom field, highlight the line and click **Delete field(s)**.
 ===== Using custom fields ===== ===== Using custom fields =====
-This section shows where custom fields appear in each area after they are created. +This section shows how custom fields appear after they are created.
- +
-====Customer invoice==== +
-**When creating a customer invoice:**+
  
-Click the **Custom Data** tab. In this example, we added a # custom field.+====Customer invoices==== 
 +**When creating a [[issuing_goods:issuing_goods_customer_invoice|customer invoice]]:**
  
-====Supplier invoice==== +Click the **Custom Data** tab. 
-**When creating a supplier invoice:**+
  
-Click the **Custom Data** tab. In this example, we added a # custom field.+In this example, we added two custom fields: a **Date** and a **List** field type.
  
-====Store==== +{{ :preferences:customfield_customer_invoice.png?600 |}} 
-**When creating a store:**+====Supplier invoices==== 
 +**When creating a [[receiving_goods:supplier_invoices|supplier invoice]]:**
  
-Click the **Custom Fields** tab. In this example, we added a # custom field.+Click the **Custom Data** tab. 
  
-====Requisition==== +In this example, we added two custom fields: a **Boolean** and a **Text** field type.
-**When creating a requisition:**+
  
-====Item==== +{{ :preferences:customfield_supplier_invoice.png?600 |}} 
-**When creating a new item:**+====Stores==== 
 +**When creating a [[other_stuff:virtual_stores|store]]:**
  
-====Item category==== +Click the **Custom Fields** tab. 
-**When creating a new item category:**+
  
-====Quote line==== +In this example, we added one custom field: a **Number** field type.
-**When creating a quote line:**+
  
-====Name==== +{{ :preferences:customfield_store.png?600 |}}
-**When creating a new name (e.g. customer, supplier, prescriber etc.):**+
  
-====User==== +\\ 
-**When creating a new user:**+\\ 
 +|  //  Previous:  **[[preferences:options]]** | | Next: **[[import_and_export:]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2023/09/02 01:00
  • by Mark Glover