View source for Custom Field

{{Module Introduction|Custom Field|Setup}} 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==

Use the following steps to create or edit a custom field in the {{Module|Custom Field}}.
# Under the '''Custom Fields''' tab, select a module to associate with the new custom field from the '''View Custom Fields For:''' drop down menu. <br>[[File:Custom Fields.png]]
# The {{Module|Custom Field}} comes with four default custom fields that can be edited to fit a company's needs. To edit an existing custom field, highlight the custom field and click the {{Icon Button|Edit}} located on the component toolbar. To add an additional custom field, click the {{Icon Button|Add}} located on the component toolbar.
# Enter the '''Name''', '''Description''', and [[#Custom_field_types|'''Type''']] for the custom field. If the chosen '''Type''' is a list or a radio button group, specify the '''List''' that will be used.
# Choose whether or not the custom field will be '''Required''' when an item is created or modified, and then click '''OK''' to finish.<br> [[File:CF list.png]]

Custom fields can also be [[CSV|imported from a spreadsheet]].

==Custom field types==

{| class="prettytable"
|-
! TYPE 
! USE
|-
| Text
| A text field that stores up to 30 characters.
|-
|Long Text
| A text field that stores up to 128 characters.
|-
| Date
| A field that allows a date to be selected from a calendar or entered by hand.
|-
| 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.
|-
| List
| All items of a list will be displayed in a drop-down field.
|-
| Radio Button Group
| All items of a list will be displayed simultaneously.
|}

==Create radio button groups and lists==

When '''List''' or '''Radio Button Group''' is selected as the custom field [[#Custom_field_types|type]], a corresponding list must be selected. Use the following steps to create or edit a custom list.

# When creating a new '''List''' or '''Radio Button Group''', click the {{Icon Button|Add}} to the right of the '''List''' field.<br> [[File:CF list.png]]
# Choose a name and description for the list and then click '''Next'''.<br>[[File:Custom field name.png]]
# Add each list item by clicking the {{Icon Button|Add}} to the right. When the list is complete, click '''Finish'''.<br> [[File:Custom field edit lists.png]]
# Lists can also be created and edited by clicking the '''Custom Lists''' tab near the top of the module.

==Use a custom field with an advanced search==

Once a new custom field has been created in a particular module, it can be used in an advanced search within that module. 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.

[[File:Refined CF search.png]]

{{:Module Options:Custom Field}}