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Custom Fields

The Custom Fields section allows you to create and manage additional fields for the resources available on the platform.

Custom Fields list

Figure 1. Custom Fields list

Custom Fields List

Records can be viewed using the All and Archived views.

Code

Identifies the custom field by its code.

Name

Displays the name defined for the field.

Type

Indicates the type configured for the field.

Resource

Indicates the resource associated with the field.

Created On

Indicates the creation date of the custom field.

Available Actions

Search

Allows you to locate custom fields within the list.

Filter

Allows you to apply filters to the available records.

Create Field

Allows you to create a new custom field.

Create Custom Field

The Create Field option allows you to define a new field and configure its settings.

Create a Custom Field

Figure 2. Create a Custom Field

General Information

Name

Allows you to define the name of the custom field.

Code

Allows you to define the code used to identify the field. It must begin with a letter or an underscore and may only contain letters, numbers, and underscores.

Settings

Type

Allows you to select the type corresponding to the custom field.

Order

Allows you to set the order associated with the field.

Resource

Resource

Allows you to select the resource to which the custom field will be associated.

Form Configuration

This section allows you to define validations and additional configurations for the field.

Validations

Validation

Allows you to select a validation for the field.

Add Validation

Allows you to add a new validation to the configuration.

Additional Configurations

Settings

Allows you to select an additional setting for the field.

Add Configuration

Allows you to add a new additional configuration.

Additional configurations for a Custom Field

Figure 3. Table and infolist configuration

Table Configuration

Use in Table

Allows you to define whether the custom field will be used in the table corresponding to the resource.

Infolist Configuration

This section allows you to define settings associated with displaying the field in an infolist.

Settings

Allows you to select a setting for the infolist configuration.

Add Configuration

Allows you to add a new infolist configuration.

info

The Name, Code, Type, Order, Resource, Validation, Settings, Use in Table, and Infolist Settings fields appear as required in the corresponding form.

Actions

Create

Creates the custom field using the entered configuration.

Create and Create Another

Saves the current record and starts the creation of a new one.

Cancel

Closes the form without creating the custom field.

Once created, the custom field becomes available in the Custom Fields list for viewing and management.