---
title: "Custom Fields Page"
slug: "custom-fields-page"
description: "Custom Fields list reference: navigation, grid columns, and record management options."
updated: 2025-11-21T16:42:00Z
published: 2025-11-21T16:42:00Z
canonical: "docs.restaurant365.com/custom-fields-page"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Fields Page

The Custom Fields page contains a list of user-generated [Custom Fields](/doc/docs/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](/doc/docs/create-a-custom-field)
- View [Custom Fields](/doc/docs/custom-field-record)

---

## 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

****Navigation Steps****

1. Open the **Admin** application.
2. Expand the **System** category.
3. Select **Custom fields**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MF9IXGIL.png?sv=2026-02-06&spr=https&st=2026-10-28T16%3A47%3A40Z&se=2026-10-28T17%3A47%3A40Z&sr=c&sp=r&sig=1299p%2B8edyM41%2BRdAtbkZGAV9ybILUToQycMkISf788%3D)

****Search****

Navigate to pages with the [R365 global search bar](/doc/docs/r365-search):

1. Enter all or part of the **page name** in the R365 global search bar.
2. Select the page from the results list.

> Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-10-28T16%3A47%3A40Z&se=2026-10-28T17%3A47%3A40Z&sr=c&sp=r&sig=1299p%2B8edyM41%2BRdAtbkZGAV9ybILUToQycMkISf788%3D)

---

## Custom Fields Page

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-78F7NDTH.png?sv=2026-02-06&spr=https&st=2026-10-28T16%3A47%3A40Z&se=2026-10-28T17%3A47%3A40Z&sr=c&sp=r&sig=1299p%2B8edyM41%2BRdAtbkZGAV9ybILUToQycMkISf788%3D)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | + Add Field | Opens a blank [Custom Fields record](/doc/docs/custom-field-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](https://docs.restaurant365.com/doc/docs/working-with-smart-grids#column-visibility-sort-order-size) where users can show/hide and rearrange columns. |
| **5** | Filter | Opens the [filter columns](https://docs.restaurant365.com/doc/docs/working-with-smart-grids#filter) 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](/doc/docs/custom-field-record). |
| **8** | + Add custom field | [Creates a Custom Field](/doc/docs/create-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. > [!NOTE] > 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. |

Restaurant365

Access rights granted to users or user roles that dictate what actions they can perform within the system.

## Related

- [Create a Custom Field](/create-a-custom-field.md)