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Custom Fields

The Custom Fields section allows users to define and manage custom data fields that extend the default order data model. These user-defined fields enhance flexibility and enable teams to capture additional information tailored to their business processes.

Custom Fields

Custom fields support a range of input types including text, dropdowns, numbers, dates, and multi-select options. These fields are grouped into sections and displayed as part of the order creation or review interface, ensuring that teams can capture workflow-specific data without altering core system configuration.

Each custom field belongs to a section (e.g. Shipping Details, Compliance Notes) that organises related fields for clearer presentation. Once configured, custom fields automatically appear in the order application and can be used to filter records, drive reporting, and enforce standardisation across orders.

Custom Fields Overview

Managing Custom Fields

Add Custom Field

  1. Click the Add New button at the top left.
  2. Enter a Section Name (this is the heading under which the fields will be grouped).
  3. Fill out the field label and type. If using Dropdown or Multiselect Dropdown, define the list of values.
  4. Click Save to finalise the new field.

Add or Edit Field

Edit Custom Field

  1. Click the pencil icon next to the field you'd like to modify.
  2. Make the necessary changes to the label, type, or options.
  3. Click Save to apply updates.

Edit Custom Field

Delete Custom Field

Custom fields can be deleted even when they are already in use across orders. When a custom field is deleted, all associated data is removed at the same time, ensuring the system remains clean and consistent.

  • Single delete: Click the trash can icon next to the field and confirm.

Single Delete Custom Field

  • Bulk delete: Select multiple fields using the checkboxes, then confirm deletion.

Bulk Delete Custom Field

Other Actions

  • Filter - View custom fields by Status (Enabled or Disabled). Filter
  • Export – Download a list of all custom fields in .xlsx format. Export
  • History – Export a log of all changes made to field definitions for auditing purposes. History

Table Flexibility

Users can tailor the table layout using the following controls:

Feature Description
Sort by Ascending or Descending Order fields alphabetically or by field type.
Pin Column Lock important columns in place while scrolling horizontally.
Autosize This Column Automatically resize the specific column to fit its content.
Autosize All Columns Apply autosizing to all columns.
Choose Columns Show or hide individual table columns for focused management.
Reset Columns Return the table to its default configuration.

Customisable Table

Tips
  • Use clear labels and consistent naming conventions to make fields easy for end users to recognise and complete.
  • Dropdown and multiselect fields help enforce standardisation across records and improve reporting accuracy.
  • Use section names to group fields by topic (e.g. Shipping Details, Compliance Notes, Quality Standards).
  • Document the purpose of each custom field to help team members understand when and how to use it.
  • Regularly review and remove unused custom fields to keep the order form concise and relevant.
  • Export field history before major changes to retain an audit trail for compliance.

Troubleshooting

Why did saved order field values vanish?

The field was likely deleted, which removes stored data.

Steps to resolve:

  1. Restore from organisational backup processes if available
  2. Going forward, Disable fields until deletion is approved
Why is a dropdown option missing for buyers?

Options are defined on the field itself.

Steps to resolve:

  1. Edit the field and append the missing value
  2. Ask users to reopen the order form
Why is the field not visible on the order?

It may be Disabled or users lack permission to the section that renders it.

Steps to resolve:

  1. Confirm Enabled status in Site Settings
  2. Verify the user’s role can view custom field sections on orders