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--- erp-manual:cloud:transaction:custom-fields [2020/06/24 05:56]
krishnad
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- ===== Custom Fields =====
- ==== Overview of Custom Fields ====
-  * Custom Fields are used to link the attributes or additional Info fields with its particular document type or its composition.
- ==== General Interaction ====
-  *  To access Setup Custom Fields, Go in Settings and select "Setup Custom Fields" or click on the icon of Setup Custom Fields.
-  * To access Custom Fields, a user will need Admin Role only then a user can see this screen.
- ==== After the screen opens ====
-{{ erp-manual:cloud:settings:customsearch.png?500 }}
-   * To Add the New Attribute, Press the Button "Add New Attribute". When clicked on the button, a small window of attribute viewer / editor is opened. In the editor, Attribute Name, Nick Name, Data Type, Auto Complete Tag, Has Choices and Choice Type has to be added.
-{{ erp-manual:cloud:settings:attributescreen.png?250 }}
-   * To link the attribute, select a document type and composition. If pressed Shift + * then the Document Type and Composition options can be seen in drop down list. Based on a particular document type its respective composition will be seen in the list of composition.
-{{ erp-manual:cloud:settings:documenttype.png?500 }}
-   * Tag Type and Tag name can be selected to link the attribute. If pressed Shift + * then the Tag Type and Tag Name can be seen in the drop down list. Based on a particular tag type its respective tag name will be seen in the list of tag name.
-{{ erp-manual:cloud:settings:tagname.png?500 }}
-   * When all the necessary fields are filled, Select the Attribute which needs to be linked with that document type and press "Link Attribute" button. Give the sorting number which is required for that particular attribute and the attribute is linked with the document type.
-{{ erp-manual:cloud:settings:customfull.png?650 }}

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