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.

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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.

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1. Adding Custom Fields

• Purpose: Add extra fields to forms for additional data collection.

• Steps to Add a Field:

  1. Navigate to Custom Fields > Add Field.

  2. Select the Module (e.g., Client, Employee).

  3. 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.

  4. Save the field to apply it to the selected module.

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2. Managing Custom Fields

• Purpose: View and manage existing custom fields.

• Steps to Manage Fields:

  1. Go to Custom Fields > View Fields.

  2. Review the list of fields for each module (e.g., Client, Employee).

  3. Edit or delete fields as needed.

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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.