Custom Fields for Manufacturing Orders

What are Custom Fields for Manufacturing Orders?

How to Add Custom Fields for Manufacturing Orders

1. From the main menu click “Manufacturing“.
2. Select “Settings” from the dropdown menu.
3. Click on “Manufacturing Orders Custom Fields” tab.
4. Select the type of field you want from the list on the left, such as (Single Line, Multi Line, Number, Dropdown, Checkbox, Date, etc.).
5. Long-click the desired field and drag it to the empty space to display the position of the field on the screen.
6. There are two main types of fields:
   • Static Fields: These are fields with a clear and predefined value. You can either set them yourself or allow the user to enter their preferred value, or provide a set of options for them to choose from.
   • Dynamic Fields: These fields are linked to your databases, such as client names or products. This allows you to choose from the database, and the options displayed are updated automatically as you modify the databases (e.g., a new product added to the system will appear in a dynamic dropdown list without needing manual entry).
7. Manufacturing Orders Custom Fields Properties:
   • General Properties of Static Fields:
     • Field Label: The name of the field displayed to the user; it serves as the title for the data requested in the field. (Default field)
     • Key: A keyword used for easy access to this field later. If the key contains multiple words, they should be separated by an underscore (_). (Default field)
     • Default Value: The value you set for the field, which automatically appears when the user wants to fill the field. The user can replace it with their preferred value.
     • Placeholder: A light text that appears in the field to guide the user on the expected input, e.g., “Enter username”.
     • Filter by this field: When activated, this field will be used to filter the data within the document that contains it.
     • List by this field: When activated, the field’s data will be listed as a column in reports or when browsing the manufacturing order data.
     • Auto Suggest: When enabled, the system suggests the appropriate entry for the user based on the database and previous entries in the field.
     • 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 enabled, the user must enter data into this field.
     • Allow Beside: If you want this field to appear next to other fields, not on a new line.
     • Field Size: Controls the field’s size, used to format the appearance of fields.
   • General Properties of Dynamic Fields:
     • All properties of static fields, plus:
     • Entity: Links the field to one of your system’s databases, such as employees.
     • Listing Field: Allows you to choose the data type from the database that you want to display to the user, such as employee names.
       • Note: The data displayed to the user changes according to updates in the database.
8. Available Custom Fields for Manufacturing Orders:
   • 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 a phone number.
   • 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 a time or appointment related to the manufacturing order.
   • Currency: A field for entering financial amounts, where you can specify the currency or allow the user to choose one.
   • Number Field: A field for entering numeric data, with options to specify allowed decimal points or fractions.
   • Toggle Button: Refer to our implementation team to enable or disable this button for a field.
   • Map Location: A field allowing the user to add a location map using Google Maps.
     
   • File Upload: A field that lets the user upload a file.
   • Image Upload: A field for users to upload an image and set a maximum image size.
   • Multiple Sub-Forms: A field that allows multiple custom fields to be added, which can be repeated in the same order. For example, a combined field for product name, price, and quantity, with the ability for users to control the number of 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 multiple options, where the user selects one. You can enable the search option for easier filtering.
   • Multiple Dropdown: A field that allows multiple selections, where the user can choose one or more options, and the search feature can be activated.
   • Dynamic Dropdown: A dropdown list connected to a database, showing available data in your system for users to choose from.
   • Multiple Dynamic Dropdown: A dynamic dropdown that allows users to select one or more options from the database.
   • Static Content: Pre-written content for explaining something about a field or order, which users cannot modify.
   • Formatted Text: A field where the user can input and format text as desired.
9. After entering and formatting the custom fields you want, click on the “Save” button.