Custom Fields for Production Plans

What are Custom Fields for Production Plans?

How to Add Custom Fields for Production Plans

1. Click on “Manufacturing” from the main menu.
2. Select “Settings“.
3. Click on “Production Plan Custom Fields“.
4. Choose the type of field you want from the list on the left, such as (Single Line, Multi-Line, Number, Dropdown, Checkbox, Date, etc.).
5. Press and hold the desired field, then drag it to the empty space to display its position on the screen.
6. There are two main types of fields:
   • Static Fields: These fields have a fixed value, either set by you, left for the user to input, or given a set of selectable options.
   • Dynamic Fields: These fields are linked to your system’s databases, such as client or product names, allowing you to select data from the database. The displayed options are updated automatically with any database changes (e.g., a new product added will appear in the dynamic dropdown list without manual entry).
7. Production Plan Custom Fields Properties:
   • General Properties of Static Fields:
     • Field Label: The name of the field that appears to the user, serving as a title for the requested data. (Default field)
     • Key: A keyword used for easy access to this field later. If the key contains multiple words, they are separated by underscores (_). (Default field)
     • Default Value: The value you set for the field, which automatically appears when the user fills it in. The user can replace it with their own value.
     • Placeholder : Light text that appears in the field to guide the user on what to enter (e.g., “Enter username“.
     • Filter by this field: When activated, this field is used to filter data within the document containing it.
     • List by this field: When activated, the data in this field will appear as a column in reports or when viewing production plan data.
     • Auto Suggest: When enabled, the system will suggest relevant data to the user as they type, based on the database and previous entries.
     • Min Length: The minimum number of characters that can be entered into the field.
     • Max Length: The maximum number of characters that can be entered into the field.
     • Is Required: If activated, the user must enter data in this field.
     • Allow Beside: If you want this field to appear next to other fields, rather than on a new line.
     • Field Size: Controls the size of the field, used to format the appearance of fields.
   • General Properties of Dynamic Fields:
     • All properties of static fields, plus:
     • Entity: Links the field to a database within the system, such as employees.
     • Listing Field: Choose the type of data to be displayed to the user from the database, such as employee names.
       • Note: The data displayed to the user changes as the database is updated.
8. Available Custom Fields for Production Plans:
   • Single Line Field: A field that allows the user to enter a single line of text or numbers.
   • Multi Lines Field: A field that allows the user to enter multiple lines of text or numbers.
   • URL Field: A field for entering URLs.
   • Email Field: A field for entering email addresses.
   • Phone Number: A numeric field for entering phone numbers.
   • Date: A field for selecting a date from the calendar, with the option to restrict the user to a specific date range.
   • Time: A numeric field for entering time or a specific appointment related to the production plan.
   • Currency: A field for entering financial amounts, where you can specify the currency or allow the user to select it.
   • Number Field: A field for entering numeric data, where you can specify the decimal system or allowed fractions.
   • Toggle: Contact our implementation team to control whether this button is activated for a field or not.
   • Map Location: A field allowing the user to add a location on a map using Google Maps.
   • File: A field that allows the user to upload a file.
   • Image: A field that allows the user to upload an image and set a maximum image size.
   • Multiple Sub-Forms: A field that allows you to add multiple custom fields that can be repeated in the same order. For example, a combined field for product name, price, and quantity, where the user can control the number of combined fields and the option to sort them.
   • Separator: A field where you can write any text or number to act as a separator between different fields for better organization.
   • Dropdown: A field that allows you to add multiple options, from which the user selects one. You can activate the search option for better filtering.
   • Multiple Dropdown: A field that allows you to add multiple options, from which the user can select one or more, with the search feature enabled.
   • Dynamic Dropdown: A dropdown linked to a database, displaying available data from your system for the user to choose from.
   • Multiple Dynamic Dropdown: A dynamic dropdown that allows the user to select one or more options from the database.
   • Static Content: Content that you write to explain something about a field or order, which the user cannot modify.
   • Formatted Text: A field that allows the user to enter and format text as desired.
9. After entering and formatting the custom fields you want, click on the “Save” button.