Custom Fields on Orders
Custom Fields on Orders
Custom fields appear on the order form, allowing you to capture business-specific information along with standard order details.
Location
Custom fields appear in the "Custom Fields" section on:
- Add Order page
- Edit Order page
- Order Details → Custom Fields tab (read-only)
Filling Out Custom Fields
When Creating an Order
- Go to Orders → "Add Order"
- Fill in the standard order information
- Scroll to the "Custom Fields" section
- Complete the custom fields
- Required fields are marked with an asterisk (*)
- Click "Save Order"
When Editing an Order
- Open any order from the orders list
- Click "Edit Order"
- Scroll to the "Custom Fields" section
- Modify values as needed
- Click "Save Changes"
Field Input Types
Text Field
- Single line input
- Maximum 255 characters
- Use for: Names, codes, references
Number Field
- Numeric input only
- Use for: Amounts, counts, quantities
Date Field
- Click to open date picker
- Select date from calendar
- Use for: Deadlines, scheduled dates
Boolean (Yes/No)
- Toggle switch
- Click to turn on/off
- Use for: Flags, confirmations
Textarea
- Multi-line text input
- Maximum 5,000 characters
- Use for: Instructions, descriptions
Select Dropdown
- Click to see options
- Select one option
- Use for: Fixed choices (e.g., document types)
Email Field
- Email format validation
- Use for: Email addresses
Phone Field
- Phone format validation
- Use for: Phone numbers
Viewing Custom Fields
On Order Details
- Open an order
- Click the "Custom Fields" tab
- All fields and values are displayed
- Empty fields show as "—"
On Order List
Some custom fields may appear as columns in the orders list, depending on your agency configuration.
Required Fields
- Marked with a red asterisk (*)
- Must be filled before saving
- Validation error shows if empty
- Clear error messages guide you
Help Text
Some fields include help text below the input:
- Provides additional guidance
- Explains what to enter
- Shows format requirements
- Examples of valid input
Field-Specific Help
| Field Type | Help Available |
|---|---|
| Text Fields | Character limits, formatting |
| Select Fields | Choosing options |
| Date Fields | Date picker usage |
| Number Fields | Numeric input |