Custom Fields Settings

Custom Fields Settings

The Custom Fields Settings page allows agency administrators to define and manage additional data fields for orders beyond the standard schema.

Accessing Custom Fields Settings

Navigate to: Dashboard → Settings → Custom Fields

Or use the direct URL: /dashboard/settings/custom-fields

Page Layout

Left Panel: Fields List

• Displays all custom fields for your agency
• Shows field label, type, and status
• Edit and delete actions for each field
• Drag to reorder fields

Right Panel: Create/Edit Form

• Configure field properties
• Appears when adding or editing a field

Creating a New Field

1. Click the "Add Field" button
2. The form panel will appear on the right
3. Fill in the field properties:
   • Label: The name users will see (e.g., "Loan Number")
   • Key: Auto-generated from label (e.g., "loan_number")
   • Type: Choose from 8 field types
   • Options: Add choices for select fields
   • Placeholder: Helper text for the input
   • Default Value: Pre-filled value
   • Required: Toggle if field must be filled
   • Help Text: Additional guidance
   • Display Order: Position in form
4. Click "Save Field"

Editing a Field

1. Find the field in the list
2. Click the edit (pencil) icon
3. Modify the properties
4. Click "Save Field"

Note: You cannot change the field type if the field contains data. This prevents data corruption.

Reordering Fields

Method 1: Drag and Drop

• Click and hold on a field in the list
• Drag it to the desired position
• Release to save the new order

Method 2: Display Order

1. Edit the field
2. Change the Display Order number
3. Lower numbers appear first
4. Save the field

Deactivating vs. Deleting

Deactivate (Recommended)

• Hides the field from forms
• Preserves all existing data
• Field can be reactivated later

To deactivate:

1. Click the delete (trash) icon
2. Choose "Deactivate"
3. Field is hidden but data is preserved

Delete Permanently

• Removes the field and all values
• Cannot be undone
• Use with caution

To delete:

1. Click the delete icon
2. Choose "Delete Permanently"
3. Confirm the deletion

Field Types Reference

Related Help

• Custom Fields Overview
• Custom Fields on Orders
• Field Type Reference