You are here: Home / Documentation / Administration Center / 3. Customizations / Custom Fields

Custom Fields

Availability: New Administration Center is available since eWay-CRM 6.0.0.

eWay-CRM allows you to define your own fields. Along with Form Designer, now you can customize forms as you need.

Article contains:

Custom Fields are in the left menu in Administration Center under the Customizations section.

When you click Custom Fields, you will see the list of all available modules.

Select a module and click it. You will see the list of custom fields for the selected module:

Work With Custom Fields List

Top Menu

Top menu of the list contains these possibilities:

Option Description
Add a Field Add new custom fields. See Add Custom Field.
Refresh Update the list to see whether other user with administration account did not create new custom field or edit or delete some existing one.
Duplicate Duplicate selected custom field. See Duplicate Custom Field.
Delete Delete selected custom field. See Delete Custom Field.
Search You can easily search in the list. You will see only fields that contains searching string in some column.

Custom Fields List

Custom fields list looks similar to this one:

Column Description
Check Box Click the custom field and you select it. Check box indicates that the custom field is selected. You can select more than one field at time.
Name Name of the field that is displayed to users.
Type Type of the custom field.
DB Field Name of the field in the database.
Category Category which the field is related to. See Custom Fields Categorization.
Description Additional text about the field.

Custom Field Types

Type Description
Check Box This is a standard check box that determines whether a value is logically true or false (e.g. agreement to receive ewsletters).
Numeric This is a field in numeric format. User can specify the format (e.g. decimal, percentual, etc.).
Relation Using this field type you can create a relation with other items in the system (from one selected module). This field can be used only for relations with the modules that can be found in the Add New menu. When you are filling this field, you will be prompted with the item list via combobox in the selected module (for example all contacts).
Drop Down You can predefine several values in the combo box to select the appropriate value – that's what the user defined drop down menu stands for. It can be used when an item may get only one of several values (e.g. Emotion – Positive, Neutral, Negative). The creation process is slightly different from other custom fields. First, the name and type is entered, drop down menu values definition dialog will be brought up right after clicking OK.
Multi Select Drop Down
As same as Drop Down, Multi Select Drop Down is also user defined drop down menu - it is used when users should select vales only from defined list. The basic difference between Drop Down and Multi Select Drop Down is that Multi Select Drop Down allows users to mark more than one value.
Link

If you want to keep a record of additional information as hypertext links, you can use Link. You don’t need to store the links in text form in the notes and then copy them into the browser address row. Thanks to this field you will have a clickable link (e.g. Link to Server Repository).

Date The Date custom field allows you to add all additional and important dates related to an item by using the calendar control. Thanks to this control, dates are saved in the same structural form by all users.
Single Line Text

This custom field is intended for text values and the text length is restricted to 255 characters (e.g. Folder Index System).

Multi Line Text This custom field is intended for very large text values (more than 255 characters). You can set how many lines the field will display without scrollbar.

Add Custom Field

If you want to add new custom field, just click Add a Field button:

The guide will pop, In the first step, you will see these options (some options are specific for selected field type):

If you insert values, go on by clicking Next.

In the second step, set permissions related to the field (this section is still preparing).

For completion, click Create Field button. New field will be displayed in the custom fields list.

Edit Custom Field

If you want to edit some custom field, move mouse over this field and click pencil icon that shows up:

Now, you can edit what you want. General tab gives you option to change name, category or description and other settings that are specific for the current field type.

In the Field Permissions section, set permissions related to the field (this section is still preparing).

To confirm changes, click Save.

Duplicate Custom Field

Click one custom field to select it. If you select field, the Duplicate button becomes active:

After clicking Duplicate, you will see dialog with these options:

Column Description
Check Box Click the custom field and you select it. Check box indicates that the custom field is selected. You can select more than one field at time.
Name Name of the field that is displayed to users.
Type Type of the custom field.
DB Field Name of the field in the database.
Category Category which the field is related to.
Description Additional text about the field.

If you insert values, go on by clicking Next.

In the second step, set permissions related to the field (this section is still preparing).

For completion, click Create Field button. New field will be displayed in the custom fields list.

Delete Custom Field

Click one or more groups to select them. If you select group(s), the Delete button becomes active:

When you click Delete, you will see confirmation dialog where you can check that you really delete only those fields you want to delete. To confirm removing the group, just click Delete button.