Logiwa's custom field function can help you create new, customizable fields, rather than just what's available by default. This is a more advanced process than using the system defaults, but it will be worth the effort if the one-size-fits-all approach is not working for your business. This guide will walk you through the process.
Custom fields can be created and used in the following screens:
Shipment Orders
In the Other Info tab.
Shipment Plan
In the Others tab.
Purchase Orders
In the Other Info tab.
Products
In the Other Info tab.
Location
At the bottom of Primary Information
LP Types
In the Other Info tab.
Custom fields can't be created through the excel files.
Custom fields can be used in Shipment Order workflows.
Step-by-Step Guide
This example walks through the process using the Products custom field section as an example. The process is the same in any of the available places custom fields can be created.
To begin, navigate to the Products screen.
If you have trouble locating this screen, please use the Search option on the menu bar.
Choose any existing product from the table.
Keep in mind that you can create or edit the custom fields while creating a product as well.
Navigate to the Other Info tab.
Click on Add/Edit Custom Field text.
Fill out each field and make your parameter selections. Explanations for each are below:
Custom Field Type: Choose the type of custom field.
You can add 10 custom fields at most, consisting of 5 text boxes, 3 toggles, and 2 date pickers.
Custom Field Name: Enter the custom field's name that will appear in the system.
Ready Only: When enabled, prevents data entry to this field.
Return from API: When enabled, the value returned from an integration (using API) must be used to fill out this field.
Is Active: Marks the custom field as active (yes) or inactive (no).
Note: We cannot show the account-based set names of these custom fields in APIs, printouts, workflows, excel import/exports. Because these fields are static fields and the custom field names are different for each customer.
After you are done with all the fields, the Add More Custom Field button at the bottom will be enabled. Click on it to proceed.
You can now perform several actions:
Prioritize the level of the selected custom field by dragging and dropping via the list icon.
Edit a created custom field by clicking on pencil icon.
Remove the selected custom field clicking on the delete icon.
After you finalize the adjustments in custom fields for a specific screen, click on the Add To Form button at the bottom right.
Once you've created your field, it will appear in the Other Info section:
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