Custom Fields Page

In Beta

This feature is in beta. Contact your CSM to learn more.

The Custom Fields page contains a list of user-generated Custom Fields in R365. Custom Fields are used to assign user-generated values to transactions and then report on those values.

From this page, users can perform the following actions:

Create a Custom Field
View Custom Fields

Security

Users with the following permission can view the Custom Field Settings:

Administration → Custom Fields → Custom Fields Setup → View Custom Field

Users with the following permissions can edit the Custom Fields Settings:

Administration → Custom Fields → Custom Fields Setup → Edit Custom Field

Navigation

Hover over Administration in the top ribbon, then select Custom Fields.

Custom Fields Page

	Button/Field	Description
1	+ Add Field	Opens a blank Custom Fields record,
2	Search	Filters the grid for the entered text.
3	Default View	Opens a list of the following options: Save Current View - Saves the current view as a dropdown option for future use. Edit Table Views: Displays a list of custom views that can be edited or deleted. Previously created views - Views that were previously saved are displayed for selection.
4	Columns	Opens the column menu where users can show/hide and rearrange columns.
5	Filter	Opens the Filter Columns window where users can create and apply filters to the table.
6	More Menu	Opens an additional menu of the following options: Row Height - Gives user the option to set small, medium, or large row heights for the grid. Export to Excel - Exports the grid to csv. Refresh Data - Refreshes the page to display the most current information.
7	Custom Field Row	Opens the custom field record.
8	+ Add custom field	Creates a Custom Field.

Columns

Column	Description
Field Name	User-generated name of the custom field.
Field Type	Displays the option selection method for the custom field. The field type is fixed and cannot be edited.
Records	Displays the records added to the custom field.
Active	Displays the status of the custom field: Active or Inactive.