Custom Fields
Overview: The Custom Fields section allows you to add extra data entry fields to pre-generated forms, enabling you to collect additional information as per your organization’s requirements. Customize fields for clients, employees, or other modules to streamline data collection and reporting.
Key Features
Add Custom Fields: Create additional fields for forms.
Field Types: Choose from various field types (e.g., text, dropdown, date).
Customization: Define field labels, values, and visibility settings.
Flexibility: Tailor forms to meet specific data collection needs.
1. Adding Custom Fields
Purpose: Add extra fields to forms for additional data collection.
Steps to Add a Field:
Navigate to Custom Fields > Add Field.
Select the Module (e.g., Client, Employee).
Configure the following settings:
Field Label: Name of the field (e.g., "Test").
Field Type: Choose the type of field (e.g., text, dropdown).
Values: Enter options for dropdown fields (if applicable).
Required: Mark the field as mandatory (Yes/No).
Show in Table View: Display the field in table views.
Allow Export in Table View: Include the field in exported data.
Save the field to apply it to the selected module.
2. Managing Custom Fields
Purpose: View and manage existing custom fields.
Steps to Manage Fields:
Go to Custom Fields > View Fields.
Review the list of fields for each module (e.g., Client, Employee).
Edit or delete fields as needed.
3. Field Configuration Options
Field Label: The name or title of the field (e.g., "Employee ID").
Field Type: The type of data the field will collect (e.g., text, number, date).
Values: Predefined options for dropdown or multi-select fields.
Required: Whether the field is mandatory for form submission.
Show in Table View: Display the field in table views for easy reference.
Allow Export in Table View: Include the field in exported data files.
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