Quick guide

  1. Configure and enable new fields
  2. Edit lists containing values ​​for the new fields
  3. Copy the new fields on Sales / Purchase Header

 

Custom Defined Fields

The Custom Defined Fields app allows you to enter over 30 customizable fields in different cards, without involving a programmer and without a development license (Business Central OnPremise version). It's possible to:

  • activate the custom fields in a few seconds using the different types of data managed: dates, numbers, codes, etc.

  • link the fields to a table for data validation

  • select any existing table (e.g. Articles categories or Country codes ...) or define a new list of completely customized values ​​/ descriptions

  • automatically propagate the values ​​of the custom fields of customers and vendors on sales and purchase documents, inheriting the activated options

 To make the fields visible on the pages you can enable them from the appropriate setup by setting some simple options.


NB

  Field names can be customized and can be translated into multiple languages.

 

The custom fields are avaliable for:

  • Customer

  • Vendor

  • Item

  • Sales header

  • Purchase header

  • Resource

  • Job

  • Employee

  • Fixed asset

  • Transfer header

  • Service header


Subscription

Some features of the Custom Defined Fields app require a subscription.

 

The subscription can be activated from the Table Setup page by clicking on Actions-> Subscription or directly from the notification messages that the system proposes, by clicking on the link that allows you to start the subscription wizard. In particular:

  • FREE version : only one custom field can be entered

  • PRO version : it is possible to enter all 32 available custom fields 

See Eos Solutions website for more details. 

Table setup

In Custom Fields - Table Setup you can see the tables involved:

 


NB

  The column "Active fields" indicates the number of fields for which a setup has already been set.

 

 In Navigate-> Table-> User Defined Fields it is possible to define and enable the fields. Selecting "Edit List" the page is modifiable: 

 

Field Description
Active Enable the setup line for the single field. The active fields are displayed in bold.
To enable the line:
Process-> Activate or Actions-> Activation-> Activate.
You can select multiple lines and activate them all together.
N.B. To enable a Code field it is necessary to specify a Custom list:
Name Name indicating the field TYPE (Code, Number, Date, Text, etc.). It is not editable. It will never appear on the page unless no label has been indicated for the active field.
Caption Label that defines the name of the field that will appear on the page
Type

Type of field. The options are:


The code field type can be:

  • Custom list
  • Table relation
Lenght Length referred to Text fields (in other lines a default length of 30 is set)
Table relation If the "TABLE RELATION" type has been chosen, indicate the number of the Table to which the field should be related:
Field relation The relationship with the visible field must be defined for each table relationship:


In addition, from Field->Table Relation-Visible Fields choose which individual fields to enable the relationship.
Table Relation - Visible Field

The options are:

  • Yes: automatically compiled by the system if the relations from Field->Table Relation-Visible Fields are set
  • No: automatically compiled by the system if the relations from Field->Table Relation-Visible Fields are NOT set
Custom list If the "CUSTOM LIST" type has been chosen, indicate the list to which the field should be related:
Transfer field to to documents By ticking the option, the changes will be shown on the Sales/Purchase Header. In the Sales/Purchase Header the copied fields will appear in light blue:

 

From Field-> Fields Translation you can define the translations.

List Setup

In Custom Fields - Custom lists you can define the lists that can be used in the Code fields and than assign values.

For each new list it is necessary to set a code and a description. Then go to Navigate-> List-> Values:

Custom Fields Tab

Once configured and activated, the fields are shown in the Custom fields Tab of the selected pages. Example:

 


NB

  During the posting the Custom Fields Tab of the order will be transferred to the invoice.