Custom fields

With custom fields you record details that allverto doesn't have out of the box – such as a project number on the order, the roast profile on the item or the agreed delivery times with a customer.

#Where are custom fields available?

All custom fields are in one place: gear at the top right → Custom fields (rest the mouse on the gear for a moment and the menu opens). There is one tab per kind:

You only see the tabs your role has the right for (see below).

#Before you start

• Fields for transactions, line items and customers can be changed by roles with "Manage document defaults (payment methods, process statuses, text templates, custom fields)".
• Fields for items and categories can be changed by roles with "Edit items".

#Step by step: create a field for orders, line items or customers

1. Gear at the top right → Custom fields → tab Customers, Orders & quotes or Line items.
2. Click Create field.
3. Choose the Type:
   • Text, Text (multi-line), Number, Date, Yes/No, Selection
   • Secret (masked) – the value is only shown hidden
4. Enter the Label (e.g. "Project number") and the Key (e.g. projekt_nr; lowercase letters, digits and underscore only). The key cannot be changed later because the saved values depend on it.
5. Optionally a Group, e.g. "Logistics" – fields in the same group appear together in one section. Existing groups are suggested; empty = no group.
6. For the Selection type, enter the Options (one value per line or separated by commas).
7. If needed, turn on the Required field switch – transactions or customers then cannot be saved without a value. With the Active switch you can hide a field later without deleting it.
8. Save.

The list shows the fields of the tab, with the markers Required and Inactive. Use the pencil to edit a field and the bin to delete it; if it's already used on transactions, deactivate it instead.

#Fields for items and categories

1. Gear at the top right → Custom fields → tab Items (for categories: tab Categories).
2. Create a new field: Name, Type (Text, Number, Selection, Yes/No or Date), for Selection the Options (one per line), optionally a Group and the Required field switch.
3. Right-click a field: Edit…, Archive or Restore and Delete… – deleting is only possible as long as no item uses the field; otherwise archive it.

#Using custom fields

• Filling in: in the windows as shown in the table above.
• Automations can set custom fields of orders, customers and items and check them in conditions – see Triggers, conditions and actions.