Custom Fields
The Custom Fields section enables users to define and manage custom data fields that extend the default shipment data model. These user-defined fields enhance flexibility and enable teams to capture additional information tailored to their logistics and supply chain processes.
Custom fields support the following input types: Text, Date, Dropdown, and Multiselect Dropdown. These fields can be grouped into sections and displayed as part of the shipment creation or review interface, ensuring that teams can capture workflow-specific data without altering core system configuration.
Each custom field can be assigned to a section (e.g. Logistics Notes, Customs Information) that organises related fields for clearer presentation. Once configured, custom fields automatically appear on shipment records and are synchronised across the system—including the Search view—so that any changes made here (add, edit, or delete) are reflected immediately where shipments are displayed and searched.
Quick Check - Before You Start
- Decide Section Name groupings with logistics and compliance so shipment forms stay scannable.
- Pick Field Type (Text, Date, Dropdown, Multiselect) deliberately—changing types later can invalidate stored answers.
- Export definitions before bulk deletes because removal wipes historical values on shipments.
Managing Custom Fields
Add Custom Field
- Click the Add New button at the top left.
- Enter a Section Name (this is the heading under which the fields will be grouped).
- Fill out the field label and select the type (Text, Date, Dropdown, or Multiselect Dropdown). If using Dropdown or Multiselect Dropdown, define the list of values.
- Click Save to finalise the new field.
Edit Custom Field
- Click the pen icon next to the field you'd like to modify.
- Make the necessary changes to the label, type, or options.
- Click Save to apply updates.
Delete Custom Field
Custom fields can be deleted even when they are already in use across shipments. 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 trashcan icon next to the field and confirm.
- Bulk delete: Use checkboxes to select multiple fields, then confirm deletion.
Table Flexibility
Users can tailor the table layout using the following controls:
| Feature | Description |
|---|---|
| Sort by Ascending or Descending | Reorder fields alphabetically, by type, or by creation date. |
| Pin Column | Lock important columns in place while scrolling. |
| Autosize This Column | Automatically resize the specific column to fit its content. |
| Autosize All Columns | Apply autosizing on all columns. |
| Choose Columns | Show or hide individual table columns. |
| Reset Columns | Return the table to the default configuration. |
Where Custom Fields Are Used
Custom fields defined in this section are used across the system to capture and search shipment-specific data. The following areas consume custom fields configured here:
| Area | Description | Documentation |
|---|---|---|
| Shipping › Details | Custom fields appear on individual shipment records within the Details section. Users can view and edit values directly on each shipment to capture logistics-specific information. | Shipping › Details |
| Search › Shipping | Custom fields are available as filter criteria and can be displayed as columns in the Search › Shipping view. When you add, edit, or delete a custom field in Site Settings, the Search › Shipping custom field area is updated automatically to reflect the changes. | Search › Manage Data |
Configure Before Use
Define your custom fields in this section before they can be used on shipment records or in Search. Custom fields created here become available immediately on Shipping › Details and in Search › Shipping—changes are synchronised across the system.
Tip
- 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 shipments and improve reporting accuracy.
- Use section names to group fields by topic (e.g. Logistics Notes, Customs Information, Carrier Details).
- 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 shipment form concise and relevant.
- Export field history before major changes to retain an audit trail for compliance.