Creating and Managing Custom Fields

Creating and Managing Custom Fields

Overview

Custom fields in iVendNext let you tailor forms to fit your specific data needs—like extra customer info, project tags, or inventory tweaks. They help your system match your workflow, not the other way around. This guide walks you through creating and managing them step by step.



1. How to Create a Custom Field

Step 1: Access the Custom Field Menu

  • Navigate to:
    Home → Customization → Form Customization → Custom Field
    (or)
    Open any DocType list view (e.g., Customer, Item) → Click Customize in the sidebar.



Step 2: Add a New Custom Field

  1. Click Add Row in the Custom Field table.

  2. Fill in the following details:

    • Document: Select the target DocType (e.g., "Customer").

    • Label: Name your field (e.g., "Loyalty Tier").

    • Field Type: Choose a type (e.g., Select, Link, Date).

    • Options: Required for Select fields (enter values separated by new lines).

    • Fetch From: For Link fields, specify the linked DocType (e.g., "Project").

  3. Click Update to save.


Example:


  • Field Type: Select

  • Options:


Bronze  

Silver  

Gold  



2. Key Configuration Options

2.1 Default Values

  • Set a pre-filled value (e.g., default "Country" = "USA").

  • Use {field_name} syntax to reference other fields (e.g., {customer_name}'s Order).


2.2 Dependencies (Depends On)

  • Show/hide fields conditionally (e.g., display "VIP Discount" only if "Is VIP" is checked).

  • Syntax: depends_on = "field_name"


2.3 Permissions & Visibility

  • Permission Level: Restrict editing to specific roles (e.g., "Accounts Manager").

  • Hidden: Hide fields from view (useful for backend calculations).

  • In List View: Display the field in DocType list views.



3. Advanced Customizations

3.1 Changing Field Data Types

  • Issue: Cannot change from Data to Link after creation.

  • Solution:

    1. Go to Custom Field list (via search bar).

    2. Open the field record → Modify Field Type and Options.

    3. Save and refresh.


3.2 MultiSelect Table Fields

  • Use Case: Assign tasks to multiple users.

  • Steps:

  1. Create a child DocType (enable Is Child Table).

  2. Add a Table MultiSelect field in the parent DocType.

  3. Link to the child DocType in Options.


3.3 Dynamic Document Titles

  • Combine multiple fields into a title (e.g., {customer_name} - {invoice_date}).


Tip: Use Read Only or HTML field types for dynamic titles.



4. Best Practices

Here’s a quick look at some of the best practices for creating and managing Custom Fields.


4.1 Naming Conventions

  • Prefix custom fields with custom_ (e.g., custom_loyalty_tier) to avoid conflicts.

  • Use Rename Fieldname in the Custom Field list to modify existing fields.


4.2 Performance Optimization

  • Avoid exceeding MySQL’s row size limit (65,535 bytes):

  • Convert Data fields to Text/Long Text where possible.

  • Reduce Length property for VARCHAR fields (default: 140).


4.3 Testing & Validation

  • Test fields in staging before deploying to production.

  • Use Mandatory and Unique flags to enforce data integrity.



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