Skip to content

Custom Fields

The Custom Fields section enables administrators to define and manage user-created fields that extend the default data structure for components. These fields allow teams to capture supplier-specific specifications, internal compliance flags, regional requirements, and other metadata—ensuring consistent data capture across Component Create, Component Details, and Component Import.

Custom Fields

Custom fields extend the standard component data model by letting you add fields tailored to your business processes. Each field can be configured with specific data types and validation rules, supporting comprehensive tracking of procurement, product development, and compliance-related information.

Fields are organised into logical sections, providing a structured and intuitive approach to managing extended component attributes. The section supports efficient field management with bulk operations, export capabilities, and comprehensive audit trails through change history. Custom fields defined here appear throughout the Component application and can be set as mandatory in General Settings.

Custom Fields

Quick Check - Before You Start
  • Draft Section Name groupings with your merchandising or compliance teams so related fields stay together on the form.
  • Choose Field Type carefully—changing types later can invalidate existing values.
  • Export the current definition before bulk deletes or type changes.

Managing Custom Fields

Add Custom Field

  1. Enter a Section Name to group the custom fields logically. This helps organise related fields together for better usability.
  2. Click the Add New button at the top left of the interface.

  3. Complete the required field details:

    • Enter the Field Label to identify the field in forms and views.
    • Select the Field Type from the available options (Text, Dropdown, Multiselect Dropdown, Date, Number, etc.).
    • Configure any additional settings based on the selected field type.

  4. If using Dropdown or Multiselect Dropdown, define the selectable options by entering each option value.

  5. Click Save to finalise and create the custom field.

Add or Edit Field

Add New > Custom Field Type

  • Date Date
  • Text Text
  • Dropdown Dropdown
  • Multiselect Dropdown Multiselect Dropdown

Edit Custom Field

Click the pen icon next to the custom field to modify its label, type, options, or other settings.

Make your changes and click Save to apply.

Edit

Delete Custom Fields

Single Deletion

Click the trash icon next to a custom field and confirm the action in the pop-up.

Single Delete Custom Field

Bulk Deletion

Select the checkboxes for multiple custom fields, then click the main delete icon that appears at the top of the table.

Bulk Delete Custom Field

Deleting Custom Fields

Deleting a custom field is permanent and cannot be undone. All data associated with the field will be removed simultaneously. Ensure you have exported your field configuration or backed up any necessary information before deleting fields.

Disable Custom Field

  • If a custom field is no longer in use but needs to be retained for historical data, change its status from Enabled to Disabled.
  • Disabled custom fields will not appear as options in other parts of the system (e.g., customer configuration, costing, sales orders).
  • This can be done directly in the list or via the toggle in the Edit pop-up.

Custom Field

Other Actions

  • Filter – Toggle the view between Enabled and Disabled custom fields. Filter
  • Export – Download the complete list of custom fields in .xlsx format for backup, review, or migration purposes. Export
  • History – Export the change log for each custom field to audit past updates and track modifications over time. History

Field Definitions

Field Description
Section Name The grouping category for organising related custom fields together. This helps structure forms and makes fields easier to locate. Enter a descriptive name that clearly identifies the purpose of the field group.
Field Label The display name for the custom field as it appears in component forms and views. This should be clear and descriptive to help users understand what information to enter.
Field Type The data type and input method for the field. Available options include:
• Text: Free-text input for alphanumeric data
• Dropdown: Single selection from a predefined list of options
• Multiselect Dropdown: Multiple selections from a predefined list of options
• Date: Date picker for calendar dates
• Number: Numeric input for quantities, measurements, or other numeric data
Values For Dropdown and Multiselect Dropdown field types, this defines the selectable values available to users. Enter each option on a separate line or as comma-separated values. These options provide controlled vocabulary to ensure consistency across records.

Table Flexibility

Users can tailor the table layout using the following controls:

Feature Description
Sort by Ascending or Descending Reorder fields by clicking on any column header.
Pin Column Lock important columns in place whilst scrolling.
Autosize This Column Automatically resize the specific column to fit its content.
Autosize All Columns Applies autosizing on all columns.
Choose Columns Show or hide individual table columns.
Reset Columns Return the table to the default configuration.

Customisable Table

Custom fields are used across several areas of the platform. For detailed guidance, refer to:

Topic Description
Component › Custom Fields How custom fields appear and are used when viewing or editing component records.
Component › Create Create new components; custom fields appear in the component interface once configured.
Component › Details View and edit component information; custom fields display in the Custom Fields section.
Site Settings › Components › General Settings Configure mandatory fields; custom fields can be set as required during component creation.
Site Settings › Components › Component Type Define component categories; configure alongside custom fields for complete component data structure.
Component Import Import components in bulk; custom field values can be included in the import template.

Tip

  • Group related fields under clearly labelled section names to keep forms clean and intuitive.
  • Use dropdowns for controlled vocabulary to ensure consistency across records and reduce data entry errors.
  • Export your field configuration before making major changes for backup or review purposes.
  • Regularly review and audit custom fields to ensure they remain relevant and useful for your business processes.
  • Consider the impact on existing data before changing field types, as this may affect data validation and display.
  • Configure custom fields before defining mandatory fields in General Settings to ensure all relevant options are available.

Troubleshooting

Why did my dropdown options disappear after edit?

Option lists are stored with the field definition; accidental clears remove selectable values.

Steps to resolve:

  1. Re-open the field via the pen icon and re-enter each option.
  2. Use History to retrieve the prior list if an export was taken.
Why can I not see a custom field on a component?

Disabled fields are hidden from active forms even though historical data may remain in storage.

Steps to resolve:

  1. Filter to Enabled in Site Settings and toggle the field back on.
  2. Confirm the field’s Section Name still matches user expectations in Component › Details.
What happens if I delete a field that already has data?

Deletion removes the field and its stored answers permanently.

Steps to resolve:

  1. Use Export to back up definitions and History for audit before confirming deletion.
  2. If removal was a mistake, recreate the field and re-enter critical values manually where possible.