Custom Fields

Custom Field allows users to create additional fields for supported modules based on business requirements. These fields help capture organization-specific information that is not available in the default form. Users can configure field types such as text, dropdown, number, date, email, phone, and text area, then apply them to selected sections within a module.

Custom fields can currently be created for:

• Purchase Order

• Purchase Requisition (Will be released in upcoming updates)

• Contract Management.

For Contract Management, custom fields can also be used in reports, filters, columns, dashboard widgets, and contract ID formatting to support organization-specific standards.

What you see on the screen

This page displays all configured custom fields across supported modules. You can create new fields, search existing fields, filter by module, and manage available fields from a single location.

Label	Action	Description / Example
Modules	Select a module from the left panel	Displays module-wise custom field count. Selecting a module filters the list to show only fields created for that module. Example: Contract, Purchase Order, Purchase Requisition.
Search	Enter a keyword in the search box	Searches custom fields by label, property, field type, or module name.
Filter	Click the filter icon	Apply advanced filters to narrow the custom field list.
Add Field	Click Add Field	Opens the field creation page to configure a new custom field for the selected module.
Label	View field name	Displays the custom field name shown in the form. Example: Renewal Type, Contract Region.
Property	View section name	Displays the form section where the field is mapped. Example: Basic Details, Terms and Conditions, Line Items Fields.
Field Type	View field type	Shows the configured input type for the field. Example: Dropdown, Email, Phone, Number, Date.
Module	View mapped module	Displays the module in which the custom field is used.
Actions
Edit	Click the edit icon	Modify the selected custom field configuration.
Delete	Click the delete icon	Removes the selected custom field from the module.

Add Field

Custom fields can be added to selected sections of the form and configured with field-specific validations, default rules, contract conditions, and customer visibility settings.

To add a custom field:

Field Configuration | Add Custom Field

Label	Action	Description / Example
Module*	Select from the dropdown	Choose the module where the custom field will be created. Supported modules include Purchase Order, Purchase Requisition, and Contract.
Property*	Select from the dropdown	Select the section in which the field should appear. Example: Basic Details, Terms and Conditions, Line Items Fields.
Field Type*	Select from the dropdown	Choose the type of field to create. Options Include: Text Number Email Phone Number Dropdown Text Area Checkbox Radio Date DateTime
Label*	Enter field name	Defines the display name of the custom field shown in the form.Example: Vendor Email, Renewal Date.
Placeholder*	Enter placeholder text	Displays helper text inside the field before data is entered. Example: Enter your email.

Validation Rules | Add Custom Field

Label	Action	Description / Example
Validation Rules	Review or modify values	Validation rules are applied automatically based on the selected field type. Users can update them as required.
Regex	Enter or modify expression	Used to validate the format of entered values. Example: Email format, numbers only, specific character patterns.
Error Text	Enter message	Message displayed when the entered value does not satisfy the validation rule. Example: Please enter a valid email.

Default Rules | Add Custom Field

Label	Action	Description / Example
Mandatory	Enable toggle	Makes the custom field compulsory while submitting the form.
Unique	Enable toggle	Prevents duplicate values for the field across records.
Disable	Enable toggle	Displays the field as disabled or read-only in the form.

Contract Rules | Add Custom Field

Use this section to set when the custom field appears in Contract Management, based on categories or specific conditions, ensuring relevant information is captured efficiently.

Label	Action	Description / Example
Contract Rules	Configure rules	Available for the Contract module to define field applicability based on selected conditions.
Add	Click to add a rule row	Adds additional rule conditions for contract field visibility or usage.
Category	Select from the dropdown	Select the contract category for which the field should apply.
Mandatory	Enable toggle	Makes the field mandatory for the selected contract rule.
Unique	Enable toggle	Prevents duplicate values under the selected contract rule.
Disable	Enable toggle	Disables the field for the selected contract condition.

Customer Access | Add Custom Field

Use this section to control customer access to the custom field and manage visibility in multi-customer environments.

Label	Action	Description / Example
Customer	Search and select customers	Select customers for whom the custom field will be available.
Search	Enter keyword	Search and locate customers quickly from the list.
Selected Count	View count	Displays the number of selected customers. Example: 0 Selected, 3 Selected.

Click Submit to save the custom field configuration and create the field in the selected module.