Accessing the Custom Fields Creation

  1. Log in with an account with access to Customization Workbench.
  2. Click on the Customization Workbench icon.
  3. Click on the Custom Field tab to access custom fields creation.

Create a custom field.

To create a new field:

  1. Click New.
  2. Specify the attributes for the new field

Custom Field Attributes

Organization
The organizational unit using the custom field.
Display Order
A numeric value used to order the custom value(s) on the form.
Enabled
Check to enable the custom field on the form.
Displayed
Check to display the custom field on the form. If this attribute is unchecked and the field is enabled, the field is hidden, but accessible.
Read Only
Check to make the field read only, provided the field is enabled and displayed.
Field Type
  • Auto Suggest - Creates an auto-suggest field. Requires SQL code.
  • Date – Creates a date field.
  • Drop Down List – Creates a list field. Requires SQL code.
  • Input – Creates an input field.
Field Label
The label for the custom field.
Field Name
A unique name given to the custom field.
Reference Table
Currently custom fields are only support at the D4_INVOICES level.
Reference Key
Currently custom fields are only support at the D4_INVOICES level.
Sql Statement
Required for auto suggest and drop down list field types.

Custom Field SQL Statement

The sql statement must contain three attributes.

  1. Select item's value.
  2. Select item's label.
  3. Select item's description.

An example of a field that displays the Automatic matching options values stored in the table d4_am_rule: select rule_name,rule_name,rule_code from d4_am_rules

Dependencies are supported among the custom fields. For instance, another custom field could be referenced in the sql statement by including the fieldname in brackets [].

SQL code is required for auto-suggest and drop-down list field types.

SQL Examples

AUTOSUGGEST DEMO_AUTO select rule_name, rule_name, rule_code from d4_am_rules where rule_name != '[DEMO_LIST]'

DROPDOWN DEMO_LIST select rule_name,rule_name,rule_code from d4_am_rules

Mapping Custom Fields.

The process to map custom fields is similar to the standard way of mapping fields, with two exceptions: