• View
• Edit
• History
• Print

Custom fields

This article describes how to set the custom fields for orders and customers.

• Creation of new custom field
• Viewing of created field
• Removing of custom field
• Creation of directory
• Displaying of custom field in the filter and table
• Group operations on custom fields

Creation of new custom field

For creation of new custom fields you should go to Администрирование > Настройки and select the «Custom fields» tab.

To create new field for order, you should select «Orders» in «Fields for the table» menu. For creation of the custom field for customer, you should select «Customers». Then click the «Add field» button.

Interface of field setting is similar both for orders and customers.

Explanation for all fields:

• Name — field name on the order or customer page;
• Symbolic code — code with allowed Latin symbols, numbers and underline character, is used for synchronization with site, for getting or changing its value by API;
• Field type — you can select string, text, integer, number, flag, directory, date or E-mail;
• Mandatory — if there is a tick, the custom field will be displayed as mandatory on the order or customer page;
• Available in filter — if there is a tick, the custom field will be available in filter settings for orders or customers;
• Available in list — if there is a tick, the custom field will be available in table export for orders or customers;
• Available in group actions - if there is a tick, the custom field will be available in group actions from the list of orders or customers. Pay attention, that this field must be editable;
• Field view in the form — drop-down list with variants: «Editable», «Not editable» и «Absent». If the «Not editable» variant is selected, then there is no possibility to edit field on the order or customer page but it is possible to edit it by API or triggers. If the «Absent» variant is selected, then the field will not be displayed on the order or customer page;
• Default — you can specify default value, which will be in the field even if it is not filled by user;
• Display area — area, which the new field can be added to. For example, areas for order can be: Customer, Legal details, Shipment, Dimensions, Delivery, Payment. If the area is not selected, then new field will be displayed in the end of order page.
• Sorting — number value for sorting of displaying the custom field in the list of all custom fields. The less number of sorting the field has, the higher it will be in the list.

Attention: There is restriction of quantity of custom fields. It is impossible to create more than 250 custom fields.

Note: for certain types of fields there is a restriction for symbols quantity:

• String - 1000 symbols;
• Text - 10000 symbols;
• Directory - 255 symbols;
• Integer - 10 figures;
• Number - 14 figures.

Important: «E-mail» field type works by method GetAnyEmail on order or customer page. I.e. E-mail fields are considered when receiving incoming messages and are offered in hints in the «To» field when writing the letter.

Note: if there is URL in the custom field, it will be displayed like clickable link.

Viewing of created field

That`s how already created field looks. Pay attention, that it is impossible to change its symbolic code and type after creation.

There is «Customer» area specified as display area. So that's how this field looks in the order:

If the «Display area» is not specified, then this field will be displayed in the end of page in «Additional data» block:

If «Editable» field view is not selected, its value will be not editable on the order or customer page.

This functionality is often in use for service fields, for example Roistat ID, IP, utm-tags, etc.

Removing of custom field

There is a function of custom fields removing. When clicking the removing button (bin), you should be aware that all values specified in this field will be removed too.

Creation of directory

Directory is one of custom field types, it means the selection of the value from drop-down list. These values must be created as directory.

For creation of directory you should go to «Directories» tab.

On the screenshot you can see that several warehouses are created in the system. If we have such directory, then we can create custom field «Warehouse» and select the «List of warehouses» directory for it.

In the order it will look like this:

Displaying of custom field in the filter and table

Here you can find more details about displaying of custom field in the filter by orders/customers and in the order/customer table.

If there are ticks «Available for filter» and «Available in list», then this field will be available for filtration and table export.

Then you can set the tick in these forms and new field will be displayed in the filter and table.

Group operations on custom fields

It is possible for the custom fields to massively change its values.

Important: to mass change the custom fields it’s required for them to be editable.

Note: for a single time the system can change 100 custom fields maximum.

To change fields first need to select customers/orders. After that “Actions” button appears. Pressing it we see the list of possible actions. You need to choose "Change custom field" and then choose the field you want to change.

When press required field you will see the pop-up window where you need to enter the new value.