Custom Fields
Overview
Section titled “Overview”Custom Fields allow Tenant Admins to extend the data model of standard portal entities (such as products, contacts, or orders) by adding organization-specific fields without requiring development work. These fields appear in forms and are available for filtering and reporting.
Access & Permissions
Section titled “Access & Permissions”| Role | Access Level |
|---|---|
| Tenant Admin | Full access |
| Account Admin | No access |
| Super User | No access |
Visibility Conditions
Section titled “Visibility Conditions”Hidden in the System Tenant. Only available in standard tenants.
Key Features
Section titled “Key Features”- Field Types — Support for text, number, date, boolean, dropdown (single/multi-select), and lookup field types.
- Entity Assignment — Assign custom fields to specific entity types (e.g., Products, Customers, Orders).
- Field Ordering — Control the display order of custom fields within entity forms.
- Required Validation — Mark fields as required to enforce data completeness at entry time.
- Default Values — Set default values for custom fields to streamline data entry.
:::tip TODO
- Add a step-by-step guide for creating a custom dropdown field.
- Provide examples of common use cases (e.g., adding a product certification number field).
- Document how custom fields appear in export reports and API responses. :::