Custom Fields
Add your own fields to records — ten field types — with a category → Product → unit inheritance chain so you define once and override where it matters.
When the built-in fields aren't enough, custom fields let you capture your own data on records without changing code.
Defining a field #
Create a custom field definition (in settings) for the resource you want to extend. Each field has a type:
- Text, Textarea — free text
- Number, Decimal, Currency — numeric values
- Boolean — a yes/no toggle
- Select — a fixed list of choices
- Date, DateTime — points in time
- User — a reference to a team member
Once defined, the field shows up on that resource's create/edit forms and its detail view automatically.
Inheritance (Inventory) #
In inventory, custom fields follow an inheritance chain: category → Product → unit (parent categories also chain to child categories). A value set higher up flows down unless a more specific record overrides it. So you can set a field once on a category and have every Product and unit inherit it, while still overriding a single unit where needed. On the edit form, a hint shows the inherited value from the nearest ancestor when the field is left blank.
Where they apply #
Custom fields are available across many resources: inventory units, Products, inventory categories, inventory kits, loan agreements, customers, sales orders, quotes, customer invoices, customer returns, vendors, purchase orders, vendor invoices, vendor returns, users, and user groups.