On Facilities records, you can use Custom Menus to add more informational fields through Custom Fields. Users must have the appropriate permissions and access to perform these actions.
To learn how to create Custom Fields, please review this article.
Custom Fields are located in the navigation menu, under the Administration section.
On the Custom Fields grid, click the plus sign in the top-right corner.
A window will open. This window contains fields you can select or fill in to create the new Custom Field.
Subject – The location of the Custom Field. In this example, Store is selected because the Custom Menu is within the Facilities section.
Label – The display name of the Custom Field. It represents the data shown.
Place Holder – Enter a different Place Holder if needed. If left blank, the Label name will be used as the Place Holder.
Type – There are several type options to choose from:
Position – The position of the Custom Field.
Display Location – The Display Location options depend on the selected Subject. When the Subject is Store, the available locations are:
- Default – Located on the Overview page
- Custom Menu 1 – Located on the Custom Menu 1 page
- Custom Menu 2 – Located on the Custom Menu 2 page
Active – Toggle to the right to activate the Custom Field. Once activated, the Custom Field will be displayed.
Required – When toggled on, the field must be filled in before saving. The field will be highlighted in red when left empty.
Usable in Definitions Checks – When toggled on, the Custom Field can be used in a Workflow Definition.
Click Save at the bottom to create the Custom Field.