Customization plays a vital role in adapting business processes to specific requirements. When it comes to requests, having the flexibility to add custom fields allows companies to capture additional information that is crucial for their operations. In this knowledge article, we will guide you through the process of adding custom fields to Request Item fields, enabling you to tailor it according to your company's unique needs.
Step 1: Accessing the Settings
To begin customizing your Purchase Order Item fields, start by accessing the settings. In the top right corner of your screen, click on the account icon, and from the dropdown menu, select "Settings." This will take you to the settings page where various configuration options are available.
Step 2: Navigating to Custom Fields
Once you are on the settings page, locate the left side menu and find the "Custom Fields" tab. Click on it to access the custom fields configuration page. Here, you can manage and modify different fields across the application.
Step 3: Locating Request Custom Fields
You will find a list of different forms and sections on the custom fields configuration page. Scroll down until you find the section dedicated to "Request Item Custom Fields". This is where you can manage and modify the fields specific to purchase requests.
Step 4: Editing Request Item Custom Fields
To make changes to the Request Item custom fields, click on the "Edit" button next to the "Request Item Custom Fields" section. This will open a new page where you can add, remove, or modify the fields according to your requirements. It provides you with a comprehensive overview and control over the custom fields associated with Purchase Request Items.
Step 5: Adding Fields
To add a custom field, simply locate the desired field icon on the right side of the page. Drag and drop the icon onto the form area where you want the field to appear. You can arrange the fields by dragging and dropping them into the desired sequence, ensuring they are displayed in the order that suits your workflow.
Note: Default Fields: The fields that are marked with the green tag "Required" cannot be removed. These fields are essential for purchase request processing and ensure that the necessary information is captured accurately.
Step 6: Editing Field Settings
Once you have added a field to the item form, you can customize it further by clicking on the dropdown option. This will open a settings panel where you can define specific attributes for the field. You can set a field key, change the field name, provide a description if necessary, and specify default values. Additionally, you can set minimum and maximum values if required, adding constraints to the field's input.
Step 7: PDF Inclusion and Required Fields
You also have the option to configure PDF inclusion and field requirements. By toggling the switches, you can choose whether the field should be included in the PDF for internal and external purposes. Furthermore, you can set a field as "Required," ensuring that it must be filled out before the purchase request can be submitted. This helps enforce data integrity and completeness.
Step 8: Removing Fields
If you wish to remove a specific field, locate the "Remove" button under that particular field on the settings page. Confirm the action and the field will be removed from the Purchase Request Item form. This allows you to streamline the form by eliminating any unnecessary or unused fields, reducing clutter, and improving user experience.
Customizing the Request Item fields by adding custom fields provides the flexibility to capture essential information specific to your company's needs. By following the step-by-step guide outlined in this article, you can easily access the settings, navigate to the custom fields section, and add, edit, or remove fields as required. Empower your purchasing process by tailoring your Purchase Request fields to gather the data necessary for effective decision-making and streamlined operations.