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Control Panel: Custom Fields

Updated over a year ago

Custom Fields are dynamic data fields that allow you to report, filter and navigate more quickly throughout Backbone. You can create Custom Fields for Products, and Components. When configuring these fields, we recommend thinking about what information you need to report on or need to view on Tech Packs.


Creating Custom Fields

  1. Click into the Control Panel section of the Admin

  2. Click the Add Icon in the bottom right corner to open the Add Custom Field modal

  3. Select a Section for the Custom Field to appear in: Product, Product Color Variant, or Component

  4. Select which Divider you want to place your custom field under

  5. Type in a Name for the Custom Field

  6. Select the desired Field Type such as a Text-Area, Checkbox, Date, Number, Dropdown, etc.

    • Note: If you select the Dropdown field type, type in the menu options that you want to appear. Enter them one-by-one, hitting "Enter" after each one.

  7. Click the "Public Field" checkbox to display the Custom Field on your tech pack, or leave it unchecked to hide from your Tech Pack.

  8. Click “Save” after filling out the information. Your Custom Field will then appear on the list of Custom Fields in your Control Panel.

  9. For Product and Component Custom Fields you can uncheck "All Categories" or "All Types" to create Custom Fields for only certain Product Categories or Component Types.

    To re-order the custom fields in a more intuitive way, click and drag them into the desired order.


Editing Custom Fields

You can Add, Edit and Delete information from an existing Custom Field. Simply click the Edit icon that appears to the right of that Custom Field name.

  • If you would like to Delete an option from a Dropdown menu Custom Field, you can click the "X" to the right of that field to remove it.

  • You also have the ability to re-order the options in a drop-down menu by using the drag/drop function to the left of the option name, or click "Sort Asc Order" to sort alphabetically.


Organizing Custom Fields

  • Rearrange the order in which the Custom Fields appear by selecting the dots to the left of the field name and dragging them into the desired order.

  • Product Color Variant Custom Fields however, can not be moved after creation.

  • You can also organize Custom fields by using Custom Field Dividers

    • To add a new divider click "Add Divider" at the top of the page

    • Select a Section and Name the Divider you please.

  • To rename or delete a divider - hover over the divider title and click the 3 dot icon


Removing Custom Fields from Component types

  • There may be situations where you would like a Custom Field for only specific Component types. For example, you only need Supplier for Materials and Trims, not Packaging or Process.

  1. Click the Edit icon to the right of the Component Custom Field name.

  2. Scroll to the bottom of the window where it says "All Component Types" and expand the view by clicking the arrow button.

  3. Uncheck any of the boxes for categories that need to be removed as well as any subcategories.

Removing Custom Fields from Product Categories

  1. Click Edit icon to the right of the Product Custom Field name.

  2. Scroll to the bottom of the window where it says "All Categories" and expand the view by clicking the down arrow.

  3. Uncheck any of the boxes for categories that need to be removed as well as any subcategories.


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