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Differences in Standard and Custom Fields
Differences in Standard and Custom Fields
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Written by Training
Updated over 2 weeks ago

What are the differences between Standard and Custom Fields? The next video will provide you with the answer.

Main Differences Between Standard and Custom Fields

Understanding the differences between standard and custom fields is essential for effectively managing data within the application. This article provides an overview of the main features and configuration options for each type.

What Are Standard Fields?

Standard fields are predefined by default within the application and include commonly used information fields that are relevant to most users. These fields require minimal configuration and are ready for use as soon as you set up the system.

What Are Custom Fields?

Custom fields, on the other hand, are created by users to meet specific business needs. They allow for greater flexibility in data management, enabling you to track additional information that isn’t covered by standard fields.

Configuration Similarities Between Standard and Custom Fields

Both standard and custom fields share similar configuration options, which help in customising how information is displayed and managed. For both types of fields, you can:

  • Rename or adjust the field label.

  • Set a default value for new entries.

  • Specify whether the field is mandatory or optional.

  • Control its visibility, choosing to make it visible or hidden.

  • Define its access level as either editable or read-only.

Unique Configurations Available for Custom Fields

Custom fields offer additional flexibility and customisation options beyond what’s available for standard fields. With custom fields, you can:

  • Create new fields from scratch based on your specific data requirements.

  • Edit or delete fields and tabs as your organisational needs evolve.

  • Set the data type and define how it should be organised within the system.

  • Restrict visibility to specific branches or departments, ensuring only relevant teams see certain fields.

  • Establish dynamic relationships and dependencies with other fields, allowing for advanced data management and inter-field functionality.

Custom fields provide a valuable way to tailor your data structure to fit your exact business needs, supporting more efficient data handling and customisation.

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