# 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](/infraon-help/infinity-user-guide/purchase-order.md)
* Purchase Requisition (Will be released in upcoming updates)
* [Contract Management.](/infraon-help/infinity-user-guide/contract-management.md)

{% hint style="info" %}
For Contract Management, custom fields can also be used in reports, filters, columns, dashboard widgets, and contract ID formatting to support organization-specific standards.
{% endhint %}

## **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.

![](/files/024b52d4a62fa0bdcbd79f916bfb73022408bf08)

<table><thead><tr><th width="146.5999755859375">Label</th><th width="197.5999755859375">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Modules</strong></td><td>Select a module from the left panel</td><td>Displays module-wise custom field count. Selecting a module filters the list to show only fields created for that module.<br><br><strong>Example:</strong> Contract, Purchase Order, Purchase Requisition.</td></tr><tr><td><strong>Search</strong></td><td>Enter a keyword in the search box</td><td>Searches custom fields by label, property, field type, or module name.</td></tr><tr><td><strong>Filter</strong></td><td>Click the filter icon</td><td>Apply advanced filters to narrow the custom field list.</td></tr><tr><td><strong>Add Field</strong></td><td>Click Add Field</td><td>Opens the field creation page to configure a new custom field for the selected module.</td></tr><tr><td><strong>Label</strong></td><td>View field name</td><td>Displays the custom field name shown in the form.<br><br><strong>Example:</strong> Renewal Type, Contract Region.</td></tr><tr><td><strong>Property</strong></td><td>View section name</td><td>Displays the form section where the field is mapped.<br><br><strong>Example:</strong> Basic Details, Terms and Conditions, Line Items Fields.</td></tr><tr><td><strong>Field Type</strong></td><td>View field type</td><td>Shows the configured input type for the field.<br><br><strong>Example:</strong> Dropdown, Email, Phone, Number, Date.</td></tr><tr><td><strong>Module</strong></td><td>View mapped module</td><td>Displays the module in which the custom field is used.</td></tr><tr><td><strong>Actions</strong></td><td></td><td></td></tr><tr><td><strong>Edit</strong></td><td>Click the edit icon</td><td>Modify the selected custom field configuration.</td></tr><tr><td><strong>Delete</strong></td><td>Click the delete icon</td><td>Removes the selected custom field from the module.</td></tr></tbody></table>

## **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

<table><thead><tr><th width="156.199951171875">Label</th><th width="192.5999755859375">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Module*</strong></td><td>Select from the dropdown</td><td>Choose the module where the custom field will be created. Supported modules include Purchase Order, Purchase Requisition, and Contract.</td></tr><tr><td><strong>Property*</strong></td><td>Select from the dropdown</td><td>Select the section in which the field should appear.<br><br><strong>Example:</strong> Basic Details, Terms and Conditions, Line Items Fields.</td></tr><tr><td><strong>Field Type*</strong></td><td>Select from the dropdown</td><td><p>Choose the type of field to create.<br><br><strong>Options Include:</strong><br></p><ul><li>Text</li><li>Number</li><li>Email</li><li>Phone Number</li><li>Dropdown</li><li>Text Area</li><li>Checkbox</li><li>Radio</li><li>Date</li><li>DateTime</li></ul></td></tr><tr><td><strong>Label*</strong></td><td>Enter field name</td><td>Defines the display name of the custom field shown in the form.<strong>Example:</strong> Vendor Email, Renewal Date.</td></tr><tr><td><strong>Placeholder*</strong></td><td>Enter placeholder text</td><td>Displays helper text inside the field before data is entered.<br><br><strong>Example:</strong> Enter your email.</td></tr></tbody></table>

**Validation Rules |** Add Custom Field

<table><thead><tr><th width="158.5999755859375">Label</th><th width="189.199951171875">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Validation Rules</strong></td><td>Review or modify values</td><td>Validation rules are applied automatically based on the selected field type. Users can update them as required.</td></tr><tr><td><strong>Regex</strong></td><td>Enter or modify expression</td><td>Used to validate the format of entered values.<br><br><strong>Example:</strong> Email format, numbers only, specific character patterns.</td></tr><tr><td><strong>Error Text</strong></td><td>Enter message</td><td>Message displayed when the entered value does not satisfy the validation rule.<br><br><strong>Example:</strong> Please enter a valid email.</td></tr></tbody></table>

**Default Rules |** Add Custom Field

<table><thead><tr><th width="162.5999755859375">Label</th><th width="185.60003662109375">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Mandatory</strong></td><td>Enable toggle</td><td>Makes the custom field compulsory while submitting the form.</td></tr><tr><td><strong>Unique</strong></td><td>Enable toggle</td><td>Prevents duplicate values for the field across records.</td></tr><tr><td><strong>Disable</strong></td><td>Enable toggle</td><td>Displays the field as disabled or read-only in the form.</td></tr></tbody></table>

<figure><img src="/files/ad4e59b4515aec1eb8ef99901f6e8c508db804bb" alt=""><figcaption></figcaption></figure>

**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.

<table><thead><tr><th width="174.5999755859375">Label</th><th width="203.99993896484375">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Contract Rules</strong></td><td>Configure rules</td><td>Available for the Contract module to define field applicability based on selected conditions.</td></tr><tr><td><strong>Add</strong></td><td>Click to add a rule row</td><td>Adds additional rule conditions for contract field visibility or usage.</td></tr><tr><td><strong>Category</strong></td><td>Select from the dropdown</td><td>Select the contract category for which the field should apply.</td></tr><tr><td><strong>Mandatory</strong></td><td>Enable toggle</td><td>Makes the field mandatory for the selected contract rule.</td></tr><tr><td><strong>Unique</strong></td><td>Enable toggle</td><td>Prevents duplicate values under the selected contract rule.</td></tr><tr><td><strong>Disable</strong></td><td>Enable toggle</td><td>Disables the field for the selected contract condition.</td></tr></tbody></table>

**Customer Access |** Add Custom Field

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

<table><thead><tr><th width="158.60003662109375">Label</th><th width="243.5999755859375">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Customer</strong></td><td>Search and select customers</td><td>Select customers for whom the custom field will be available.</td></tr><tr><td><strong>Search</strong></td><td>Enter keyword</td><td>Search and locate customers quickly from the list.</td></tr><tr><td><strong>Selected Count</strong></td><td>View count</td><td>Displays the number of selected customers. Example: 0 Selected, 3 Selected.</td></tr></tbody></table>

![](/files/b51f935192dab8b35b5b5530dea2e5b99a1357eb)

{% hint style="success" %}
Click **Submit** to save the custom field configuration and create the field in the selected module.
{% endhint %}


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