Custom Fields in ForceManager
Custom fields in ForceManager allow users to tailor the platform to their specific business needs by adding and configuring fields that suit their workflow. These fields are designed to provide flexibility and help capture information that is not covered by the standard fields available in the application.
Where to Find Custom Fields
Custom fields are located at the bottom of the Fields Menu, beneath the standard fields. All custom fields are organised in tabs, and the platform provides a General Tab by default. Users can add new tabs to better organise their custom fields, which will be covered later in this guide.
Features of Custom Fields
There are several key actions users can perform with custom fields:
Create a Custom Field: Click the "Create Custom Field" button to start the process.
Duplicate a Field: You can also duplicate an existing field by clicking the "Duplicate" button.
Delete a Field: To remove a field, click the "Delete" icon.
Search for Fields: Fields can be easily located by dragging them from the left-hand side.
Editing Custom Fields
Custom fields offer more flexibility compared to standard fields. When editing or creating a custom field, users can adjust specific parameters, such as the data type.
Data Types for Custom Fields
One of the main differences between standard and custom fields is that you can select the data type when creating a custom field. Available data types include:
Text
List of values
Multivalue list
Integer
Decimal
Currency
Date and time
Boolean
Percentage
Managing Tabs
Custom fields are organised into tabs, and users can manage these tabs by creating, editing, or deleting them as needed:
Create a Tab: Click "Create", then "Create Tab", and select the related values list and description.
Edit a Tab: Click on the pencil icon to edit an existing tab.
Delete a Tab: Click "Delete" to remove a tab.
Sort Tabs: Use the "Sort Tab" option to rearrange the tabs.
Case Studies
Case Study 1: Creating a Date Field in the Accounts Section
Click Create and select Create Custom Field.
Enter the field name, such as Contract Expiration, and define its name in the database and API.
Choose Date as the data type and place it inside the Economic Info tab.
Click Save.
Case Study 2: Duplicating a Boolean Field
Select a boolean field, such as Accept Sending of Advertising, and click Duplicate.
Rename the field to Exclude Sending Emails, and update its name in the database and API.
Click Save.
Case Study 3: Creating a New Tab and Text Field in the Opportunities Section
Create a new tab called Competition.
Click Create, then Create Custom Field.
Enter the field name, such as Information About the Competition, and define its name in the database and API.
Select Text as the data type and place it in the Competition tab.
Click Save.