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Create a custom field

Lear how to create and manage custom fields.

Diana Nguyen avatar
Written by Diana Nguyen
Updated over 10 months ago

Custom fields can be created in Avarni when the fields in your uploaded file does not match any existing Avarni fields.

Some examples of custom fields are: Regions, procurement codes, supplier codes.

Content:


Create a custom field

To create custom fields in the spreadsheet to be imported, you will need to add a new column with the name of the custom field. You may add as many as you wish.

To create custom fields, follow these steps:

1. Go to Settings on the bottom left.

2. Click Custom Field.

3. Click on Add Custom Field:

4. Enter the Name for your custom field.

5. Select if the field should be active or inactive.

6. Click Create.


Add a custom field to your import

To add a custom field to your import, you will need to click on the + (see below highlighted in yellow), and select the applicable template field.

  • Highlighted in yellow: This is the field that is in the file you have imported. Once you have selected +, it will be moved to ‘Columns in your file’.

  • Template Fields: This is an Avarni field (if you have created a Custom Field - refer to above steps, you will see this field available in this drop down).


Delete a custom field

To delete a custom field, follow the below steps:

1. Click on against the applicable Custom Field Name.

2. Select Delete and then type in the name of the custom field to confirm:

3. Click Delete.


Edit a custom field

To edit a custom field, follow the below steps:

1. Click on against the applicable Custom Field Name.

2. Select Rename and then type in the name you would like to update:

3. Select the tick box to update the name:

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