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Custom Fields

The Custom Fields section in the Order application allows your team to capture additional, workflow-specific data. These fields enhance the standard order form by providing dynamic configuration tailored to your operational needs.

Custom fields appear within each order and are designed to support flexible data capture without requiring complex changes. This ensures adaptability across different business processes and reporting requirements.

All custom fields are defined in Site Settings > Order > Custom Fields. Once configured, they will automatically appear in the Custom Fields section of the Order application.

Quick Check - Before You Start

Field Types

Each field can be configured with a specific input type depending on its purpose:

Field Type Description
Dropdown Select a single option from a predefined list.
Multiselect Dropdown Choose multiple options from a list. This is useful when more than one value applies.
Date Select a calendar date, ideal for deadlines or milestones.
Text Enter free-form text. This supports notes, descriptions, and other open-ended inputs.
Administrator Configuration Required

All custom fields must be defined in Site Settings > Order > Custom Fields before they can appear in the Order application. Be sure to review and maintain the field list to align with your evolving data needs.

Order Custom Fields

Tip

  • Use clear and descriptive names for custom fields to improve readability.
  • Regularly audit your field configuration to remove unused or outdated entries.

Troubleshooting

Why is the Custom Fields section empty on my order?

Fields must be defined in Site Settings before they can appear on orders.

Steps to resolve:

  1. Open Site Settings > Order > Custom Fields.
  2. Add or republish the required fields, then refresh the order.
Who can add or change which custom fields exist?

Configuration is an administrator task in Site Settings. End users fill in fields on the order but cannot create new field definitions from the order screen.

I updated a field in Site Settings—why does an old value still show?

Existing order data keeps values already saved. After configuration changes, review open orders and update values where your process requires fresh data.