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preferences:custom_fields [2019/10/24 16:16] – [13.11. Custom fields] Emily Porrello | preferences:custom_fields [2023/09/02 01:00] (current) – Mark Glover | ||
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- | ====== | ||
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+ | ====== 16.11. Custom fields ====== | ||
+ | <WRAP center round important 90%> | ||
+ | In a [[synchronisation: | ||
+ | </ | ||
+ | |||
+ | <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. | ||
+ | </ | ||
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 that appear in different areas in mSupply. These allow you to record additional information and customise mSupply for your needs. | ||
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* 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 | ||
+ | |||
- | <WRAP center round important 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. | ||
- | </ | ||
===== Creating custom fields ===== | ===== Creating custom fields ===== | ||
1. Navigate to the **Admin** tab and click the **Preferences** button. | 1. Navigate to the **Admin** tab and click the **Preferences** button. | ||
- | {{ : | + | {{ : |
2. Select **Custom Fields** from the list on the left. | 2. Select **Custom Fields** from the list on the left. | ||
- | 3. Select the screen | + | 3. Select the area requiring custom fields from the **Table to set custom data fields for** dropdown list. |
+ | |||
+ | {{ : | ||
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 |
- | 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 |
* **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)**. | + | {{ : |
- | 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)**. | + | {{ : |
+ | 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 | + | 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: | ||
- | ====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 |
- | ====Store==== | + | {{ : |
- | **When creating a store:** | + | ====Supplier invoices==== |
+ | **When creating a [[receiving_goods: | ||
- | Click the **Custom | + | Click the **Custom |
- | ====Requisition==== | + | In this example, we added two custom fields: a **Boolean** and a **Text** field type. |
- | **When creating | + | |
- | ====Item==== | + | {{ : |
- | **When creating a new item:** | + | ====Stores==== |
+ | **When creating a [[other_stuff: | ||
- | ====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==== | + | {{ : |
- | **When creating a new name (e.g. customer, supplier, prescriber etc.):** | + | |
- | ====User==== | + | \\ |
- | **When creating a new user:** | + | \\ |
+ | | // Previous: | ||
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