Custom Fields

Introduction

Path: Admin > My Company > Custom Fields

The Custom Field is a special field that can be created for adding it to a page or pages under a certain module or modules. A custom field can be classified into six types, and they are data list, free text, date, numeric, money, and multiline. The types are actually attributes that define the type of input data. A custom field will appear in the respective target page once you create, select the target page, and save it. The custom fields will appear only in the account where you are logged in. The custom fields will appear as Custom Fields tab at the bottom half of the page. You will see existing custom fields in the Manage Custom Fields page. This page is also called Custom Fields listing page.



Searching for a custom field

You can search for a custom field using one or more of the following search criteria:

  • Field Name

  • Module Name

  • Field Type

  1. Navigate to Admin > My Company > Custom Fields. The Manage Custom Fields page opens.

  2. Field Name: Enter the name of the custom field that you wish to search for.

  3. Module Name: Select the Check All to select all available pages or select the appropriate page to search for.

  4. Field Type: Select the Check All to select all available field types or select the appropriate field type to search for.

  5. Click Search. The search results will be displayed. To clear the search results, click Clear Search.

Creating a custom field

  1. Navigate to Admin > My Company > Custom Fields. The Manage Custom Fields page opens.

  2. Click New. The New Custom Fields page opens.

  3. Field Name: Enter an appropriate name for the custom field.

  4. Field Type: Select the appropriate option from the dropdown. This will define the input type for the custom field. Depending on the field type, you will see a new section called Custom Field Settings opening up at the bottom half of the page after you save your details after selecting the sequence in the Order field.

  5. Module Name: This is the target page for the custom field to appear. Select the appropriate page from the dropdown.

  6. Status: By default, Active is selected. If you want the custom field to be inactive at the moment, select Inactive.

  7. Required Custom Field: This defines whether the custom field is mandatory or not. By default, No is selected. If you want the custom field to be a mandatory field, select Yes. If you select Yes, the Error Message field will appear below.

  8. Order: This defines how the custom field will appear in each page.

  9. Error Message: Enter an appropriate error message.

  10. Click Save. If you want to add another custom field, click Save and Add New. If you want to cancel everything that you have entered and/or selected so far, click Cancel. Clicking Cancel will take you to the Manage Custom Fields page.

    1. If you have selected Data List as the field type, the Custom Field Settings section will open below.

    2. Click Add and enter appropriate custom field value.

    3. Click Save. The values are saved.

Editing a custom field

  1. Navigate to Admin > My Company > Custom Fields. The Manage Custom Fields page opens. You will see existing custom fields at the bottom half of the page.

  2. Click the custom field that you want to edit. The Custom Field page opens in edit mode.

  3. Make changes wherever you want. Some fields may be uneditable.

  4. Click Save. If you want to add another custom field right after this, click Save and Add New. If you want to cancel everything that you have entered and/or selected so far, click Cancel. Clicking Cancel will take you to the Custom Field listing page.

Deleting a custom field

  1. Navigate to Admin > My Company > Custom Fields. The Manage Custom Fields page opens.

  2. Click the custom field that you want to delete. The Custom Field page opens in edit mode.

  3. Click Delete on the top. BMS asks for confirmation.

  4. Click Yes. The custom field is deleted.

Saving a customized view

The grid that you see beyond the search area shows the default view; however, you can customize a view and save it. You can then click the saved view and the grid will show the customized view with selected columns.

  1. Navigate to Admin > My Company > Custom Fields. The Manage Custom Fields page opens.

  2. Click the Column Chooser (open book) icon which is next to the settings icon. The Column Chooser window opens.

  3. Select as many columns from the left and click the right arrow or just slide them to the right.

  4. Click Save. The additional columns will now appear in the grid.

  5. Click the sprocket (settings) icon and then click Save As.

  6. Enter a name for your customized view.

  7. Public: Click Yes or No according to your choice. If you select Yes, the view will be made public. If you select No, the view will be made private.

  8. Default: Click Yes or No according to your choice. If you select Yes, the view will be made the default view. If you select No, the view will not be made the default view.

  9. Click Save. You will now see that the name of the view has been added to the Views dropdown.

Sharing a customized view

You can share your custom view with others. Once you create a custom view, other options will appear as dropdown in the settings icon.

  1. Navigate to Admin > My Company > Custom Fields. The Manage Custom Fields page opens.

  2. Select the view from the view dropdown.

  3. Click Share. The Share View window opens. You will see two tabs - Queues and Employees. The Queues tab is open by default. You can use one of the tabs or both the tabs.

  4. Queue: Select a queue from the dropdown and click Add. The queue is added to the list below.

  5. Click to select the relevant checkboxes.

  6. Click Save.

  7. If you wish to share the view with certain employees, go to the Employee tab.

  8. Employee: Enter the first few letters of the employee. The employee name appears.

  9. Click Add. The employee name is added to the list below.

  10. Click to select the relevant checkboxes.

  11. Click Save. The customized view is shared with the selected employee. If you want to cancel everything that you have entered and/or selected so far, click Cancel. Clicking Cancel will take you to the Manage Custom Fileds listing page.

Exporting the grid

You can export the grid as an Excel file. The grid might contain several pages in some cases depending on the number of custom fields that you have created. You can export the current page or all the pages together as an Excel file.

  1. Navigate to Admin > My Company > Custom Fields. The Manage Custom Fields page opens.

  2. Click Export > Current Page or All Pages.

  3. In the Save As window, enter an appropriate file name.

  4. Click Save. You will see a downloaded Excel file at the top right corner of your browser. This file contains tabular data from the grid.