{"id":150953,"date":"2026-10-14T15:05:30","date_gmt":"2026-10-14T15:05:30","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a7%d9%84%d8%ad%d9%82%d9%88%d9%84-%d8%a7%d9%84%d8%a5%d8%b6%d8%a7%d9%81%d9%8a%d8%a9-%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d8%ad%d9%82%d9%88%d9%84%d9%83-%d8%a7%d9%84%d8%ae%d8%a7%d8%b5%d8%a9-%d9%84%d9%83\/"},"modified":"2026-10-18T12:05:09","modified_gmt":"2026-10-18T12:05:09","slug":"additional-fields-add-your-own-custom-fields-for-each-screen-and-include-them-in-printouts-and-exports","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/additional-fields-add-your-own-custom-fields-for-each-screen-and-include-them-in-printouts-and-exports\/","title":{"rendered":"Additional fields: Add your own custom fields for each screen and include them in printouts and exports"},"content":{"rendered":"
\n

Custom fields let you add data specific to your business to the system’s forms, such as a product’s country of origin<\/strong> or a project number<\/strong> on an invoice. The value is entered with the record and appears on its page, in its list, in its print and in its export. This guide explains where to add custom fields for each screen, the field types and their properties, where their values appear, and the difference between custom fields and the Add Extra Custom Field<\/strong> option in the invoice.<\/p>\n

\n

\ud83d\udec8<\/span><\/p>\n

Note:<\/strong> You need the Edit General Settings<\/strong> permission to add and edit custom fields. For manufacturing fields you need Manage Manufacturing Settings<\/strong>, and for rental fields you need Manage Rental Settings<\/strong>.<\/p>\n<\/div>\n

\n

Contents<\/p>\n

    \n
  1. Where do you add custom fields?<\/strong><\/a><\/li>\n
  2. Adding a field<\/strong><\/a><\/li>\n
  3. Field types and properties<\/strong><\/a><\/li>\n
  4. Where do field values appear?<\/strong><\/a><\/li>\n
  5. Showing fields in prints<\/strong><\/a><\/li>\n
  6. Fields in export and import<\/strong><\/a><\/li>\n
  7. Custom fields vs. Add Extra Custom Field in the invoice<\/strong><\/a><\/li>\n
  8. Custom fields or Related Forms?<\/strong><\/a><\/li>\n
  9. Error messages and solutions<\/strong><\/a><\/li>\n
  10. FAQ<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    Where do you add custom fields?<\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
    Screen<\/th>\nSettings page<\/th>\nCard<\/th>\n<\/tr>\n
    Sales invoices<\/strong><\/td>\nSales Settings<\/strong><\/a><\/td>\nInvoice Custom Fields<\/strong><\/td>\n<\/tr>\n
    Clients<\/strong><\/td>\nClients Settings<\/strong><\/a><\/td>\nCustom Fields<\/strong><\/td>\n<\/tr>\n
    Suppliers<\/strong><\/td>\nPurchase Invoice Settings<\/strong><\/a><\/td>\nSupplier Custom Fields<\/strong><\/td>\n<\/tr>\n
    Purchase invoices<\/strong><\/td>\nPurchase Invoice Settings<\/strong><\/a><\/td>\nInvoice Custom Fields<\/strong><\/td>\n<\/tr>\n
    Products<\/strong><\/td>\nProducts Settings<\/strong><\/a><\/td>\nCustom Fields<\/strong><\/td>\n<\/tr>\n
    Work orders<\/strong><\/td>\nWork Order Settings<\/strong><\/a><\/td>\nCustom Fields<\/strong><\/td>\n<\/tr>\n
    Employees<\/strong><\/td>\nEmployees Settings<\/strong><\/a><\/td>\nEmployee Custom Fields<\/strong><\/td>\n<\/tr>\n
    Contracts<\/strong><\/td>\nPayroll Settings<\/strong><\/a><\/td>\nContract Custom Fields<\/strong><\/td>\n<\/tr>\n
    Journals and assets<\/strong><\/td>\nGeneral Accounting Settings<\/strong><\/a><\/td>\nJournal Custom Fields<\/strong> and Assets Custom Fields<\/strong><\/td>\n<\/tr>\n
    Manufacturing orders and production plans<\/strong><\/td>\nManufacturing Settings<\/strong><\/a><\/td>\nOrder Custom Fields<\/strong> and Production Plan Custom Fields<\/strong><\/td>\n<\/tr>\n
    Reservation orders, lease contracts and units<\/strong><\/td>\nRental and Unit Management Settings<\/strong><\/a><\/td>\nReservation Order Custom Fields<\/strong>, Lease Contract Custom Fields<\/strong> and Unit Custom Fields<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Adding a field<\/h2>\n
      \n
    1. Open the settings page from the table above<\/strong><\/a> and click the custom fields card.<\/li>\n
    2. The field designer opens. Drag the field type you need onto the form.<\/li>\n
    3. Set the field’s properties, such as its name and whether it is required, as described in Field types and properties<\/strong><\/a>.<\/li>\n
    4. Click Save<\/strong>.<\/li>\n<\/ol>\n

      There are two versions of the field designer, depending on the screen: a designer with Arabic field names for invoice, product and work order fields, and a newer designer that shows field names in English for the other screens. The steps are the same in both. Use the designer on a computer; it does not work well on mobile.<\/p>\n

      Field types and properties<\/h2>\n

      Field types<\/h3>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
      Type<\/th>\nUse<\/th>\n<\/tr>\n
      Single Line Field<\/strong> \/ Single Line<\/strong><\/td>\nShort text, such as an ID number.<\/td>\n<\/tr>\n
      Multi Line Text<\/strong> \/ Multi-Lines<\/strong><\/td>\nLong text.<\/td>\n<\/tr>\n
      Number<\/strong>, Currency<\/strong><\/td>\nNumeric values and amounts.<\/td>\n<\/tr>\n
      Date<\/strong>, Time<\/strong><\/td>\nDates and times, such as an ID expiry date.<\/td>\n<\/tr>\n
      Dropdown<\/strong>, Multiple Choice Dropdown<\/strong> \/ Multiple Dropdown<\/strong><\/td>\nChoose from preset values.<\/td>\n<\/tr>\n
      Checkbox<\/strong> \/ Toggle<\/strong><\/td>\nYes or no.<\/td>\n<\/tr>\n
      Email<\/strong>, Website<\/strong>, Phone Number<\/strong><\/td>\nAn email address, a link or a phone number.<\/td>\n<\/tr>\n
      File Upload<\/strong> \/ File<\/strong>, Image Upload<\/strong> \/ Image<\/strong><\/td>\nAttach a file or an image.<\/td>\n<\/tr>\n
      Map<\/strong> \/ Map Location<\/strong><\/td>\nPick a location.<\/td>\n<\/tr>\n
      Section Separator<\/strong> \/ Separator<\/strong><\/td>\nA heading that separates parts of the form.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      Field properties<\/h3>\n\n\n\n\n\n\n\n\n\n
      Property<\/th>\nWhat it does<\/th>\n<\/tr>\n
      Is it Required ?<\/strong> \/ Is Required?<\/strong><\/td>\nPrevents saving without a value.<\/td>\n<\/tr>\n
      Is it Unique ?<\/strong> \/ Is Unique?<\/strong><\/td>\nPrevents the same value on more than one record.<\/td>\n<\/tr>\n
      Filter by this Field?<\/strong><\/td>\nAdds the field to the list filters.<\/td>\n<\/tr>\n
      List by this Field?<\/strong><\/td>\nShows the field as a column in the list.<\/td>\n<\/tr>\n
      Hide Field ?<\/strong><\/td>\nHides the field without deleting it.<\/td>\n<\/tr>\n
      Field Size<\/strong><\/td>\nThe field’s width in the form.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      Where do field values appear?<\/h2>\n