{"id":30439,"date":"2025-02-23T11:01:51","date_gmt":"2025-02-23T11:01:51","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-%d9%84%d9%82%d9%8a%d9%88%d8%af-%d8%a7%d9%84%d9%8a%d9%88%d9%85%d9%8a%d8%a9\/"},"modified":"2025-02-23T11:12:02","modified_gmt":"2025-02-23T11:12:02","slug":"journal-entries-custom-fields","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/journal-entries-custom-fields\/","title":{"rendered":"Journal Entries Custom Fields"},"content":{"rendered":"
    \n
  1. From the main menu, click on\u00a0\u201cAccounting Settings\u201d<\/strong>\u00a0dropdown under\u00a0\u201cAccounting\u201d<\/strong>\u00a0in the main menu.<\/li>\n
  2. Click on the card titled\u00a0\u201cJournal Custom Fields\u201d<\/strong>\u00a0to navigate to the custom fields screen of the software.<\/li>\n
  3. Select the desired field type from the list on the left, such as (single line, multiple lines, number, dropdown list, checkbox, date, and others).<\/li>\n
  4. Click and drag the desired field towards the empty space until a frame appears indicating the field\u2019s position on the screen.<\/li>\n
  5. There are two main types of fields:\n
      \n
    • Static fields:<\/strong>\u00a0These are fields with a clear and defined value, whether you set it, leave it to the user to enter their desired value, or provide them with a set of options to choose from.<\/li>\n
    • Dynamic fields:<\/strong>\u00a0Dynamic fields link to your database, such as client names or products, allowing the user to choose from the database. The displayed choices update based on your database changes, like showing a new product in a dynamic dropdown list as soon as it\u2019s added to the system, without needing manual data entry on your part.<\/li>\n<\/ul>\n<\/li>\n
    • Additional Fields Properties:<\/strong>\n
        \n
      • General properties for static fields:<\/strong>\n
          \n
        • Field Label:<\/strong>\u00a0Enter the field name that appears to the user. It acts as a title for the required data in this field and is a default field.<\/li>\n
        • Key:<\/strong>\u00a0A keyword used for easy access to this field later. If the keyword has multiple words, they are separated using an underscore (_). It\u2019s a default field.<\/li>\n
        • Default Value:<\/strong>\u00a0A value you set for the field to automatically appear for the user when they want to fill the field. They can replace it with the value they want.<\/li>\n
        • Placeholder:<\/strong>\u00a0A marginal text in a faint font that appears in the field to guide the user on the expected data entry, e.g.,\u00a0\u201cEnter username\u201d<\/strong>.<\/li>\n
        • Filter by this Field?:<\/strong>\u00a0A switch that, when activated, uses this field to filter different data within the document containing the field.<\/li>\n
        • Auto Suggest:<\/strong>\u00a0A switch that, when activated, suggests suitable data to the user while typing, based on the database and previous user data for such a field.<\/li>\n
        • Min Length:<\/strong>\u00a0The minimum number of characters allowed in the field.<\/li>\n
        • Max Length:<\/strong>\u00a0The maximum number of characters allowed in the field.<\/li>\n
        • Is Required?:<\/strong>\u00a0If you want to mandate the user to input the required data for the field.<\/li>\n
        • Allow Beside:<\/strong>\u00a0If you want this field to appear beside other fields and not on a separate line. This property is used to format the fields\u2019 appearance.<\/li>\n
        • Field Size:<\/strong>\u00a0To control the size of the field. Also used for formatting.<\/li>\n<\/ul>\n<\/li>\n
        • General properties for dynamic fields:<\/strong>\n
            \n
          • All the properties of static fields.<\/li>\n
          • Entity:<\/strong>\u00a0To link the field with one of the system databases, like employees.<\/li>\n
          • Listing Field:<\/strong>\u00a0To select the type of data inside the database you want to show to the user in this field, like employee names.\n
              \n
            • Note: The data displayed to the user changes according to changes in the database.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n
            • Available Additional Fields:<\/strong>\n
                \n
              • Single Line Field:<\/strong>\u00a0A field that allows the user to input a single line of characters and numbers.<\/li>\n
              • Multi-Lines Field:<\/strong>\u00a0A field that allows the user to input any number of lines of characters and numbers as they wish.<\/li>\n
              • URL Field:<\/strong>\u00a0A field designated for entering links.<\/li>\n
              • Email Field:<\/strong>\u00a0A field designated for entering email addresses.<\/li>\n
              • Phone Number:<\/strong>\u00a0A numeric field for entering phone numbers.<\/li>\n
              • Date:<\/strong>\u00a0A field for selecting a date from a calendar, with the possibility to restrict the user to a specific time period to choose the date within.<\/li>\n
              • Time:<\/strong> A numeric field for entering the timing or schedule related to the documents within the entry.<\/li>\n
              • Currency:<\/strong>\u00a0A field for entering financial amounts. You can either specify the currency or give the user the freedom to choose.<\/li>\n
              • Number:<\/strong>\u00a0A field specifically for numbers. You can precise the decimal system or allowable fractions.<\/li>\n
              • Toggle:<\/strong>\u00a0With the help of the implementations department, you can control whether this button is activated for one of the fields or not.<\/li>\n
              • Map Location:<\/strong>\u00a0A field where the user can add a map location using Google Maps.<\/li>\n
              • File:<\/strong>\u00a0Allows the user to upload a file they wish to attach.<\/li>\n
              • Image:<\/strong>\u00a0A field where the user can attach an image and specify the maximum size for the image.<\/li>\n
              • Multiple Sub-Forms:<\/strong>\u00a0A field where you can add multiple custom fields so they can be repeated in the same order. For example, a combined field for a product name, its price, and quantity, where the user can control the number of combined fields they want by pressing a button. By activating the\u00a0allow sorting<\/strong>\u00a0button, you allow the user to control the order of the combined fields.<\/li>\n
              • Separator:<\/strong>\u00a0A field where you can write any text or number on it, serving as a separator between different fields for organization and order.<\/li>\n
              • Dropdown:<\/strong>\u00a0A field that allows you to add multiple choices from which the user can choose one. By activating the\u00a0\u201cIs Searchable?\u201d<\/strong>\u00a0button, you give the user the privilege to search using this field.<\/li>\n
              • Multiple Dropdown:<\/strong>\u00a0A field that allows you to add multiple choices from which the user can select one or more choices. By activating the<\/li>\n
              • \u201cIs Searchable?\u201d\u00a0<\/strong>\u00a0button, you give the user the right to search using this field.<\/li>\n
              • Dynamic Dropdown:<\/strong>\u00a0A list linked to one of the databases in the system, showing the user the available data on your system in real-time for them to choose from.<\/li>\n
              • Multiple Dynamic Dropdown:<\/strong>\u00a0A list linked to one of the databases in the system, presenting to the user the available data on your system in real-time, for them to select one or more choices.<\/li>\n
              • Static Content:<\/strong>\u00a0Content that you write to explain something or some field, appearing to the user without the ability to edit it.<\/li>\n
              • Formatted Text:<\/strong>\u00a0A field that allows the user to input and format the text as they desire.<\/li>\n<\/ul>\n<\/li>\n
              • After entering and formatting the fields you want, click the\u00a0\u201cSave\u201d<\/strong>\u00a0button.<\/li>\n<\/ol>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[2116],"tags":[2905,2349],"class_list":["post-30439","tutorial","type-tutorial","status-publish","hentry","category-journal-entries","tag----en","tag---en"],"yoast_head":"\nJournal Entries Custom Fields - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/journal-entries-custom-fields\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Journal Entries Custom Fields - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"From the main menu, click on\u00a0\u201cAccounting Settings\u201d\u00a0dropdown under\u00a0\u201cAccounting\u201d\u00a0in the main menu. Click on the card titled\u00a0\u201cJournal Custom Fields\u201d\u00a0to navigate to the custom fields screen of the software. Select the desired field type from the list on the left, such as (single line, multiple lines, number, dropdown list, checkbox, date, and others). Click and drag the […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/tutorial\/journal-entries-custom-fields\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2025-02-23T11:12:02+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/journal-entries-custom-fields\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/tutorial\/journal-entries-custom-fields\/\",\"name\":\"Journal Entries Custom Fields - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"datePublished\":\"2025-02-23T11:01:51+00:00\",\"dateModified\":\"2025-02-23T11:12:02+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/journal-entries-custom-fields\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/tutorial\/journal-entries-custom-fields\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/journal-entries-custom-fields\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Journal Entries Custom Fields\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Journal Entries Custom Fields - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/tutorial\/journal-entries-custom-fields\/","og_locale":"en_US","og_type":"article","og_title":"Journal Entries Custom Fields - Daftra Knowledge Base","og_description":"From the main menu, click on\u00a0\u201cAccounting Settings\u201d\u00a0dropdown under\u00a0\u201cAccounting\u201d\u00a0in the main menu. Click on the card titled\u00a0\u201cJournal Custom Fields\u201d\u00a0to navigate to the custom fields screen of the software. Select the desired field type from the list on the left, such as (single line, multiple lines, number, dropdown list, checkbox, date, and others). Click and drag the […]","og_url":"https:\/\/docs.daftra.com\/en\/tutorial\/journal-entries-custom-fields\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2025-02-23T11:12:02+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/journal-entries-custom-fields\/#webpage","url":"https:\/\/docs.daftra.com\/en\/tutorial\/journal-entries-custom-fields\/","name":"Journal Entries Custom Fields - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"datePublished":"2025-02-23T11:01:51+00:00","dateModified":"2025-02-23T11:12:02+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/tutorial\/journal-entries-custom-fields\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/tutorial\/journal-entries-custom-fields\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/journal-entries-custom-fields\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Journal Entries Custom Fields"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/30439","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/tutorial"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/23"}],"version-history":[{"count":3,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/30439\/revisions"}],"predecessor-version":[{"id":30442,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/30439\/revisions\/30442"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=30439"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=30439"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=30439"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}