Custom Field

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Icon.Custom Field.png The Custom Field module, located in the Setup group, allows custom fields to be created and modified. Custom fields appear throughout Fishbowl and allow customized data to be stored in several modules.

Create or edit a custom field

Custom fields can be associated with modules and items.

  1. Open the Icon.Custom Field.png Custom Field module, located in the Setup group.
    Custom Fields.png
  2. Double-click a module or item in the search pane to see a list of associated custom fields.
    Module Custom Fields.png
  3. Double-click an existing custom field to edit it or click the Add Icon Button.png Add button located on the component toolbar to the right to create a new custom field.
  4. Enter the Name, Description, and Type for the custom field. For Drop-Down lists, specify the List that will be used.
  5. Choose whether or not the custom field will be Required when an item is created or modified, and then click OK to finish.
    CF list.png
    Custom fields that are used for orders have an additional option to only allow edits from users that have rights to issue or ship the order.
    CF require access.png
  6. To see the new custom field, open the associated module, refresh the view by double-clicking any item in the module search pane, and then click the Custom tab.
    New Custom Field.png

Custom fields can also be imported from a spreadsheet.

Custom field types

CF types.png
TYPE USE
Text A text field that stores up to 30 characters.
Date A field that allows a date to be typed or selected from a calendar.
Money A field formatted to list entries with a dollar sign, commas, and decimal points.
Quantity A number field that allows a decimal point and automatically inserts commas when needed.
Count A number field that does not allow decimals and does not automatically insert commas.
Checkbox A field that can be checked or unchecked.
Drop-down list All items of a list will be displayed in a drop-down field.
Long Text A text field that stores up to 512 characters.
URL A clickable link to a website, file, or folder.

Create a list

Lists are used to store each item that is available in a drop-down list.

  1. To view existing lists, click the Lists Button.png Lists button at the top of the module.
    CF Lists.png
  2. New lists can be created by clicking the Add Icon Button.png Add button located to the right of the List section.
  3. New list items can be created by clicking the Add Icon Button.png Add button located to the right of the List items section.

Search

The search pane on the left of the Icon.Custom Field.png Custom Field module can be used to search for custom fields by name or description. Note that the search pane displays the module or item containing the custom field. The advanced search can also be used to find custom fields by type, list, required custom fields, inactive custom fields, etc.

CF Advanced Search.png

Use a custom field with an advanced search

Once a new custom field has been created in a module, the data in the custom field can be searched by using that module's advanced search. To use a custom field in an advanced search, click the Advanced Search button in the search pane for the desired module and then click the Custom tab in the search window.

Refined CF search.png

Matching custom fields

Some custom fields with the same name and type can transfer from one module to another.

MODULE OPTIONS

Some aspects of the Icon.Custom Field.png Custom Field module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Custom Field Module Options.png
  • Only show the required custom fields in the wizards
With this option checked, only required custom fields will be shown in wizards. For example, when creating a new part, only the part custom fields that are marked as Required in the Icon.Custom Field.png Custom Field module will be displayed, instead of all of the part custom fields.