On Wednesday, February 2nd, you'll be able to organize your Custom Fields, with our newest feature, Custom Field Dividers!
Key Benefits:
Review and enter data more efficiently
Consolidation of custom field data into a digestible format
Increased organization of data into segments matching the business organization - ie. Tech Design, Product Development, Merchandising, Planning, etc.
Increased reporting efficiency
Cleaner data throughout the system
What's changing?
The Dividers will be managed via Admin and displayed on Product and Component Summaries.
Dividers are for the benefit of Backbone users, to help them review and enter data more efficiently. Dividers are not for the benefit of external collaborators. As such, we won't display Dividers on Tech Packs.
Dividers will be present in report filter drawers, report display settings drawers, and report configuration drop-downs, but not in the Item View table, Line Sheet cards, or the CU report table.
Column Headers for the various attributes of Custom Fields Area within Admin have been removed.
How to create Custom Field Dividers:
Enter the admin section -> Control Panel -> Click on Create Custom Fields
You may see a General divider has already been added and the Interface slightly condensed
You can not delete or move the General divider out of its original position at the top of the custom fields list.
Click on the + Add Divider icon to create a new CF Divider
You can then delegate the divider to a section and assign the name
The divider will then appear at the bottom of the section that you specified
Once Created, divider order can not be changed, only the custom fields underneath.
Placing a Custom Field row under a Divider row links it to that Divider Section throughout the app.
You can also assign new custom fields to a divider section in the creation process
Click on the plus in the bottom right and utilize the divider dropdown to assign the CF to the section of your choosing
Managing Custom Field Dividers:
You can choose to rename or delete these dividers by hovering over the line and using the overflow icon found on the right.
Dividers may also be condensed or expanded by clicking on the carrot icon - this function persists throughout many areas of Backbone
Using Custom Field Dividers:
Once you have created and organized your custom fields with dividers, you can find them in a variety of places
The Summary Details within a product or component view
The Create/Edit modal for products and components
Within a Line Sheet report inside the Card Settings Drawer
Within an Item View Report inside of the Column Settings Drawer
Within a Component Utilization Report inside the Settings Drawer.
Note:
Custom Field Dividers are not yet supported in Product / Component Library Sort View
If you have any questions or feedback, please contact backbonesupport@bamboorose.com.