Within the Admin section, you can perform advanced customisation of your custom fields.
To create an extra field, click the “Create Field” button.
A dropdown will open for you to enter all the information related to the new field you want to add (those with an asterisk (*) are mandatory and must be filled in to create the extra field).
To create a custom field in Sage Sales Management, you need to complete a specific set of information. Below is a breakdown of each of these fields and their purposes to facilitate reading and understanding.
Information to Complete
1. Entity
• Description: Autocompleted field indicating the entity where the extra field is being created.
• Visibility: It will be visible to the user in the corresponding entity.
2. Field Name
• Description: Descriptive name of the field.
• Display: In the entity table, it is shown in the BD Name column with the prefix “Z_-”, differentiating standard fields from custom ones.
3. Data Type
• Description: Selection of the data type of the field.
• Options: Text (maximum characters), list of values, multi-value list, integer, decimal, currency, date and time, bit (boolean), percentage.
• Additional Fields: Depending on the selected option, additional fields will be displayed for completion.
4. Default Value
• Description: The value that will appear by default in the field.
• Variations:
• Regular (text, number, etc.): Enter the desired default value.
• List of values/multi-values: Select one or several values by ID, not by name or description.
5. Visibility by Environments
• Description: Determine the environments where the created field will be visible.
6. Tab
• Description: Select the tab in which this extra field will be grouped.
• Options: If no tab is assigned, the field will appear in the general or default tab.
7. Description
• Description: The name of the field that the end user will see.
8. Dynamic Field
• Description: Define if the field will be dynamic, affecting its visibility and movement between value lists.
9. Dynamism Values
• Description: Values that will make the field appear or not.
10. Dependent Field
• Description: Enabled only if the data type is list of values or multi-value list.
• Configuration: Select the values that will determine the dependency from the “value lists” menu.
General Configuration
• Visible on All Devices: The field will be visible on both mobile devices and the web.
• Visible on Mobile (Android/iOS): The field will only be visible on mobile devices.
• Include in Views: Allows this field to be available when creating views.
• Include in Searches: The text in this field will be considered in searches.
• Mandatory: Defines if the field is mandatory.
• Read Only: The field marked as read-only will not be shown in CRUDs, only in details.
• Search Suggestion: Allows this field to appear as a suggestion during searches.
Create tabs
A tab is a grouping of different extra or custom fields. You can create as many tabs as you need to group extra fields.
To create a tab, click the “Create Tab” button.
To create the tab, complete the following fields:
Values list*. Autocompleted with the entity you are in. The value can be changed, and you can choose any entity from the list of values.
Description*. Descriptive field of the tab.