Adding Custom Fields

Updated by Cheryl Wallace

  1. Click Utilities on the left side menu bar and click Custom Fields.
  2. Click  to add a new custom field record.
  3. Select the Table Name to which the field will be added on the Custom Fields tab for that page. Possible values are Inventory Item for serialized items, Part Number, or Personnel.

    When Part Number or Inventory Item is selected, two additional options are available on the right:

    • Select a part number in the Display for Part No list to restrict this custom field to be shown only for the selected part number. Only one part can be selected.
    • Select a category in the Display for Category list to restrict this custom field to be shown only for part numbers in the selected category. Only one category can be selected.
  4. Identify the new custom field.
    1. Type the Field Name to be added to the database.
    2. Type the Field Caption that will appear on the Custom Fields tab to identify and describe the field and contents. If no Field Caption is entered, the Field Name will be used.
  5. Select the Datatype that formats the type of data to be stored in this field. Depending on the datatype selected, additional formatting may be available.
  • Integer - Optionally enter the Field Length.
  • Text - Optionally enter the Field Length.
  • Yes/No
  • Date Time
  • Currency
  • Notes
  • Numeric - Optional specify number of Decimal Places and Field Length
Additional datatypes will be displayed for any custom picklists
  1. Configure additional options.
    1. Indicate if the field is Required. A value will be required before the record can be saved.
    2. Indicate a Default Value to be assigned to all records unless overwritten.
  2. Click  to save the new custom field.

See also:

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