The Custom Field Design window is opened by selecting the business object from the list of objects that can have custom fields added in the Custom Field Design grid.
Custom fields can be added to the following screens:
| • | Client entry screen |
| • | Contract entry screen |
| • | Head Office entry screen |
| • | Part entry screen |
| • | Purchase Order entry screen |
| • | Loan Item entry screen |
| • | Unit entry screen |
| • | Unit Model entry screen |
| • | Vendor entry screen |
| • | Workorder Item screen (displays within service workorder, quote and pm) |
Up to 10 additional custom fields can be added to any and all of the above listed entry screens. Each custom field can be customized to display as text, currency, date and/or time, true or false.
To set up custom fields for a specific AyaNova object, use your mouse to click on that object. Screenshot below, we want to edit custom fields for the Unit entry screen
The columns on the left side dictate whether the custom field is visible, and of what data type. And the columns on the right side identify the custom fields and are where you enter the custom text to display to label the custom field.
Field Name column
These are not editable.
These identify the present field name
Visible column
These are editable.
These indicate whether the custom field is visible within the selected screen.
For example, you may initially have these visible to enter data, and than later may not wish the custom fields to be displayed for AyaNova users, but still maintain the data within the AyaNova database.
Field Data Type column
These are editable.
This is a drop down selection list of possible field data types that you may want this custom field to be. For example, if you want to be able to enter in text into the field, than select Text. If you want to be able to select a date within the custom field, than select Date and so on.
Custom Display Text column
This field is editable
This field is where you would enter in what you wish the custom field labeled with within the Custom Field section for the selected screen.
Key column
This field is not editable.
This field is for your reference to identify if editing via Localization Text Designer
Language column
This field is not editable.
This field is for your reference to identify if editing via Localization Text Designer
See also:
How do I create custom fields for a Unit?
Enabling custom fields for business object will cause the custom field’s grid to display on the entry screen for that type of object.
If you make visible custom fields for a business object, those custom fields will display for every record for that business object.
For example, if you set custom fields for the Unit business object, custom fields will display in the Unit entry screen for every unit.
For example, if custom fields are not enabled, the Part entry screen will look like this:
If you do enable custom fields for the Part object, the Part entry screen will instead look like this (Note: this is without custom text set so it just shows Custom field 0, Custom field 1, etc):
Custom fields are only available in reports for that object itself. Custom fields for an object are not available in reporting from another object. For example, if you add custom fields to a Part entry screen, those custom fields are not accessible in a report from a service workorder entry screen.