With Custom Fields, you can add details you want to track in your transactions, inventory, contacts or some datasets. Simple actions like search, sorting and filtering also spread upon information stored in Custom Fields.
Kladana supports the following custom field types:
- Single Line Text
- Paragraph Text
- Integer Number
- Decimal Number
You can add up to 100 custom fields of any kind to one entry.
The Custom Fields feature is available for Basic subscription and up. On a Free plan, you cannot create custom fields.
- In the Kladana workspace, select an appropriate transaction section where you want to add a custom field.
- Click +Field.
- Specify the field name.
- Select the field type.
- If the field must have a non-blank value, select the Required checkbox.
- If you want to accompany your field with help information displayed as a tooltip, type it in the Description field.
- Click Save.
If you want information from Custom Fields copied between related transactions, create custom fields with similar names for different transaction types.
By default, information from Custom Fields doesn’t get into printed documents. If you want it to be printed, you need to edit print templates.
Custom Fields are also useful when you set up sync with your online store. If you add a custom field and name it the same as in your online store, information from it will be synced to Kladana.