Adding a Custom Field

Before you begin

Before adding any custom fields, check the purpose and content of existing fields. This should help ensure that you don't create custom fields that are similar (or identical to) existing fields.

Adding the field

To add a custom field to one of the WorkflowMax data tables:

  1. In the Business menu, select Settings > Custom Fields (under the Features section).
  2. On the Custom Fields screen, select New Custom Field. The Select Custom Field Type screen is displayed.

  3. Select the field type you wish to use.
  4. Complete the field information as follows, depending on the field type you selected in the previous step.

    When naming your custom field, follow these guidelines:

    • Try to ensure that the custom field name is descriptive of the purpose of the field.
    • Avoid creating duplicate field names.
    • Follow the capitalisation standard used for existing fields. For example: Phone Number rather than Phone number.

  5. Under the Usage section, select one or more data tables to include the new custom field in.

    You can conveniently add a custom field to several data tables at the same time in this way. However, this does not mean that any relationship exists between those fields when adding or changing data. For example, if you add a custom Phone Number field to both the Clients and Jobs tables, entering a client's phone number will not have any effect on the phone number in the job table.

  6. Save your changes.

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