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Field reference

Custom Field

How to use Custom Field in Customization: access, working steps, fields, related records and troubleshooting.

System AdminUpdated 12 October 2026Configuration-aware guidance
Open Custom Field ↗Module guide

Purpose and access

Use Customize Form and Custom Field for supported record extensions. Choose an appropriate field type, label, identifier and placement. Test required, unique and link behavior in staging, and check impact on reports, imports and APIs.

This page is a record page in System Admin → Customization. Use the link above to open the configured destination; permissions are checked by the destination service.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

Before you start

Prepare the required information: DocType, Field Type.

Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.

Working steps

  1. Open Custom Field from System Admin → Customization, or use ERP Search.
  2. Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
  3. Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
  4. Save the record and address validation messages. Reload and verify the saved values and relationships.
  5. Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.

Field reference

These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.

FieldType / behaviorHow to use it
Is System Generatedis_system_generatedCheck
Optional · Read-only		Enable or disable the named option only when it matches the intended record behavior.
DocTypedtLink
Required		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: DocType

Module (for export)moduleLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Module Def

LabellabelData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
PlaceholderplaceholderData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
FieldnamefieldnameData
Optional · Read-only		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Insert Afterinsert_afterSelect
Optional		Select the label after which you want to insert new field.
LengthlengthInt
Optional		Enter a whole-number value.
Filterslink_filtersJSON
Optional		Filters applied to Link queries and Attachment Gallery files.
Field TypefieldtypeSelect
Required		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Autocomplete
  • Attach
  • Attach Image
  • Attachment Gallery
  • Barcode
  • Button
  • Check
  • Code
  • Color
  • Column Break
  • Currency
  • Data
  • Date
  • Datetime
  • Duration
  • Dynamic Link
  • Float
  • Fold
  • Geolocation
  • Heading
  • HTML
  • HTML Editor
  • Icon
  • Image
  • Int
  • JSON
  • Link
  • Long Text
  • Markdown Editor
  • Password
  • Percent
  • Phone
  • Read Only
  • Rating
  • Section Break
  • Select
  • Signature
  • Small Text
  • Tab Break
  • Table
  • Table MultiSelect
  • Text
  • Text Editor
  • Time
Button Colorbutton_colorSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Default
  • Primary
  • Info
  • Success
  • Warning
  • Danger
PrecisionprecisionSelect
Optional		Set non-standard precision for a Float or Currency field
Available choices
  • 0
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
Hide Secondshide_secondsCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Hide Dayshide_daysCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
OptionsoptionsSmall Text
Optional		Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data.
Sort Optionssort_optionsCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Fetch Fromfetch_fromSmall Text
Optional		Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data.
Fetch on Save if Emptyfetch_if_emptyCheck
Optional		If unchecked, the value will always be re-fetched on save.
CollapsiblecollapsibleCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Collapsible Depends Oncollapsible_depends_onCode
Optional		Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment.
Default ValuedefaultText
Optional		Provide the required record description or content. Keep operational instructions clear and applicable.
Depends Ondepends_onCode
Optional		Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment.
Mandatory Depends Onmandatory_depends_onCode
Optional		Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment.
Read Only Depends Onread_only_depends_onCode
Optional		Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment.
Non Negativenon_negativeCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Is Mandatory FieldreqdCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
UniqueuniqueCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Is Virtualis_virtualCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Read Onlyread_onlyCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
MaskmaskCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Ignore User Permissionsignore_user_permissionsCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
HiddenhiddenCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Print Hideprint_hideCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Print Hide If No Valueprint_hide_if_no_valueCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
AlignmentalignmentSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Left
  • Center
  • Right
No Copyno_copyCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Set only onceset_only_onceCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Allow on Submitallow_on_submitCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
In List Viewin_list_viewCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
In Standard Filterin_standard_filterCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
In Global Searchin_global_searchCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
In Previewin_previewCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
BoldboldCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Report Hidereport_hideCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Allow in Quick Entryallow_in_quick_entryCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Allow Bulk Editallow_bulk_editCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Ignore XSS Filterignore_xss_filterCheck
Optional		Don't HTML Encode HTML tags like <script> or just characters like < or >, as they could be intentionally used in this field
TranslatabletranslatableCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Hide Borderhide_borderCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Show Dashboardshow_dashboardCheck
Optional		Enable or disable the named option only when it matches the intended record behavior.
Field DescriptiondescriptionText
Optional		Provide the required record description or content. Keep operational instructions clear and applicable.
Permission LevelpermlevelInt
Optional		Enter a whole-number value.
WidthwidthData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
ColumnscolumnsInt
Optional		Number of columns for a field in a List View or a Grid (Total Columns should be less than 11)

Troubleshooting

  • Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
  • Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
  • Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
  • Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.
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