preferences:custom_fields

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preferences:custom_fields [2019/10/24 16:52] – [Customer invoice] Emily Porrellopreferences:custom_fields [2023/09/02 01:00] (current) – Mark Glover
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-======  13.11. Custom fields ====== 
 {{indexmenu_n>110}} {{indexmenu_n>110}}
 +====== 16.11. Custom fields ======
 +<WRAP center round important 90%>
 +In a [[synchronisation:introduction|synced system]], Custom fields must be added on the **central server** and will then sync to other sites where they will apply to all stores on each site.
 +</WRAP>
 +
 +<WRAP center round alert 50%>
 +**Only edit custom fields if you are confident with the information in this page and fully understand the content.** Otherwise you could cause some things to stop working in your copy of mSupply! This is true for all settings, but please be especially careful with custom fields.
 +</WRAP>
  
 You can create custom fields that appear in different areas in mSupply. These allow you to record additional information and customise mSupply for your needs.  You can create custom fields that appear in different areas in mSupply. These allow you to record additional information and customise mSupply for your needs. 
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   * Supplier invoice   * Supplier invoice
   * Store     * Store  
-  * Requisition 
   * Item   * Item
   * Item category    * Item category 
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   * Name (of customers, suppliers, prescribers etc.)   * Name (of customers, suppliers, prescribers etc.)
   * User   * User
 +  * Purchase orders
 +  * Transaction categories
 +  * Item Category Level 1 
 +  * Transaction lines
 +
  
-<WRAP center round important 50%> 
-**Only edit custom fields if you are confident with the information in this page and fully understand the content.** Otherwise you could cause some things to stop working in your copy of mSupply! This is true for all settings, but please be especially careful with custom fields. 
-</WRAP> 
 ===== Creating custom fields ===== ===== Creating custom fields =====
  
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 {{ :preferences:customfields_new.png?600 |}} {{ :preferences:customfields_new.png?600 |}}
  
-6. If you use a **List** field type, highlight the line and click **Add Item** to enter the options that will appear in the list. To delete an option, select the item from the list and click **Delete Item(s)**.+6. If you choose a **List** field type, highlight the line and click **Add Item** to enter the options that will appear in the list. To delete an option, select it in the list and click **Delete Item(s)**.
  
 {{ :preferences:customfields_list.png?600 |}} {{ :preferences:customfields_list.png?600 |}}
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 If you want to delete a custom field, highlight the line and click **Delete field(s)**. If you want to delete a custom field, highlight the line and click **Delete field(s)**.
 ===== Using custom fields ===== ===== Using custom fields =====
-This section shows where custom fields appear in each area after they are created.+This section shows how custom fields appear after they are created.
  
-====Customer invoice==== +====Customer invoices==== 
-**When creating a customer invoice:**+**When creating a [[issuing_goods:issuing_goods_customer_invoice|customer invoice]]:**
  
 Click the **Custom Data** tab.  Click the **Custom Data** tab. 
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 {{ :preferences:customfield_customer_invoice.png?600 |}} {{ :preferences:customfield_customer_invoice.png?600 |}}
-====Supplier invoice==== +====Supplier invoices==== 
-**When creating a supplier invoice:**+**When creating a [[receiving_goods:supplier_invoices|supplier invoice]]:**
  
-Click the **Custom Data** tab. In this example, we added a # custom field. +Click the **Custom Data** tab. 
- +
-====Store==== +
-**When creating a store:** +
- +
-Click the **Custom Fields** tab. In this example, we added a # custom field.+
  
-====Requisition==== +In this example, we added two custom fields: a **Boolean** and a **Text** field type.
-**When creating a requisition:**+
  
-====Item==== +{{ :preferences:customfield_supplier_invoice.png?600 |}} 
-**When creating a new item:**+====Stores==== 
 +**When creating a [[other_stuff:virtual_stores|store]]:**
  
-====Item category==== +Click the **Custom Fields** tab. 
-**When creating a new item category:**+
  
-====Quote line==== +In this example, we added one custom field: a **Number** field type.
-**When creating a quote line:**+
  
-====Name==== +{{ :preferences:customfield_store.png?600 |}}
-**When creating a new name (e.g. customer, supplier, prescriber etc.):**+
  
-====User==== +\\ 
-**When creating a new user:**+\\ 
 +|  //  Previous:  **[[preferences:options]]** | | Next: **[[import_and_export:]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2019/10/24 16:52
  • by Emily Porrello