Overview
Custom Fields allow users to create additional fields to products, inventory items, item-templates, and profiles. These fields are present object-wide, meaning if I added a new custom field to product, it will be present for all products. Within this article, we'll go through the details of Custom Fields.
Creating a Custom Field
To create a new custom field:
Go to the settings tab on the left side bar.
Navigate to the Custom Fields section on top of the page.
Click on the button "Add Custom Field".
Choose which object you want to create a new custom field for.
Inventory Item
Product
Item Template
Profile
Name the field.
Select the data type of the field.
Apply any validations you desire.
This helps to ensure that the field will be filled out correctly.
Toggle any options present at the end of the form.
Tips for Custom Fields
Use short, clear field names that users will understand
Choose the appropriate data type for the information you need
For Text fields with fixed options, use the "Define preset options" feature
Only mark a field as "required" if the information is essential
If you need to temporarily hide a field, disable it rather than deleting it
Enable "Allow multiple selections" when users should be able to choose more than one option
Using Custom Fields
Once you have created your custom field for a resource, you will see that custom field present in all instances of that resource.
For resources that have existing instances like an existing inventory item, that custom field will not be set to anything.If you mark the custom field as required, you will be required to fill out that field the next time you make an edit to that existing instance.