This guide explains how to enter information (such as text, numbers, or dates) into custom fields that have been added to a record (e.g., a product, a customer, etc.).
Custom fields are grouped in a separate tab within the record's edit screen.
Step-by-Step Procedure
To enter data into a custom field, follow these steps:
1. Access the Custom Fields Section
1. Open the record you want to edit (e.g., a Product or a Customer).
2. Within the record's edit screen, look for and click on the tab titled Additional Fields or on the name of the custom tab defined by the administrator (the exact name is indicated above the tab).
2. Enter Data According to Field Type
Inside the tab, you will find the custom fields listed with their label (the Field Name that was defined). The method of entry depends on the type of field:
| Field Type | Label in Code | Instructions |
|---|---|---|
| Short Text | N/A (input) | Type the required text or value directly into the field. |
| Long Text | N/A (textarea) | Type the text in the box. |
| Formatted Long Text | N/A (tinymce) | Type and format the text using the visual editor (similar to a word processor). |
| Number | N/A (number) | Type only numeric digits into the field. |
| Date | N/A (date) | Click on the field to open the calendar and select the desired date (the format is typically dd/mm/yyyy). |
| Date and Time | N/A (datetime) | Click on the field to select both date and time. |
| Checkbox | N/A (checkbox) | Click on the box to activate (check) or deactivate (uncheck) the option. |
| Selectable | N/A (selectable) | Click on the dropdown menu and choose one of the predefined values. If nothing is selected, Select value will be displayed. |
| Multi-selectable | N/A (multi-selectable) | Click on the dropdown menu and choose multiple values from the list. |
| Single Image / Gallery | N/A (single-image / gallery) | Use the upload manager to select or upload the required image(s). |
3. Save Changes
After entering or modifying data in all desired custom fields, be sure to save the record to apply your changes.
