Add a custom field

To create an additional field that can store non-standard information, perform the following steps:

1. Go to the Configuration menu → General Configuration → Custom Fields and Columns → Custom Fields tab.

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2. Click the Add Custom Field button on top of the table. You will be directed to the Add Custom Field page.

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3. Provide the field’s Name. It will be displayed as a custom field's label on the Home Portal.

   1. Click the Add Localized Name to provide a different name for the Client Portal.

4. Provide a short Description of the new field. You will see this description when hovering over the custom field’s name.

5. Select the Type of the field. The available options are:

   • Checkbox

   • Date

   • Date and Time

   • Multiple Selection

   • Number

   • Selection

   • Text

6. Decide on the Default Value of the field. The available options in this section will depend on the selected field type.

7. From the Scope section, select the Home Portal areas, where the new field will appear.

   1. (For quotes or projects) In the Services section, select to which services the field should be applied.

   2. (For quotes) Decide whether the field should be Available for Quote Request Form.

8. (Optional) If you want this custom field to be displayed in the Client Portal, select the Available for Client Portal checkbox.
   Custom fields for quotes and projects will be displayed in the Client Portal only if they contain data provided in the Home Portal. In this case, they will be displayed at the top of a quote or a project in the Client Portal. Client Portal users cannot make changes to those fields.
   If you want to add a custom field to the Request a Quote or Launch a Project form, customization is required. Contact XTRF Support for more information.

9. From the Visibility drop-down list, select where the field should be visible, accessible, and editable:

   • Visible and editable on UI and accessible from API

   • Visible on UI, accessible from API

   • Hidden on UI, accessible from API.

10. Click the Add button.

11. (Optional) You can group custom fields or change their order in the Configuration menu → General Configuration → Custom Fields and Columns → Field Layout tab.

    1. From the Scope drop-down list, select the area of the Home Portal.

    2. Drag and drop the fields to rearrange their order.

    3. In Client and Vendor areas, you can add new field groups within the Identification Data and Sales Data tabs.
       To add a new group:

       1. Click on the Identification Data or Sales Data lines.

       2. Click the Add Group button. A new text field appears.

       3. Provide the name for the new group.

       4. Click the icon to add the group.

       5. Drag and drop the fields to add them to the group.

       6. To delete or rename a group, click on its line and then click the Delete Group or Rename Group button.