Custom Fields
Accessing the Custom Fields Creation
- Log in with an account with access to Customization Workbench.
- Click on the Customization Workbench icon.
- Click on the Custom Field tab to access custom fields creation.
Create a custom field.
To create a new field:
- Click New.
- 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.
- Select item's value.
- Select item's label.
- 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:
- You must select the table D4_CUSTOM_FIELD_VALUES as table name.
- Select the appropriate custom field id.