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Custom Fields

How to create, manage, and use custom fields in Texada Web.

Quick Reference

  • Custom fields allow you to customize your documents in Texada Web, capturing information not normally included in standard documents. To reach the Custom Fields page, navigate to the User Menu (click on your name in the top-right corner of Texada Web) → Settings → Company Settings → Custom Fields.
  • Click the Add New button at the top of the Custom Fields screen to create a new custom field. Click the pencil icon next to an existing custom field to edit it. 
  • Five types of custom field are currently supported:
    • Text: Accepts a string of unformatted text.
    • Number: Accepts a number. Options allow you to select a maximum number of digits and decimal places.
    • Dropdown: Allows the user to select a single option from a drop-down list. Supports up to 20 different options.
    • Multiselect: Allows the user to select multiple options from a list. Supports up to 20 different options.
    • Currency: A specialized number field that accepts an amount of currency.

Introduction

Using the Custom Fields page in Texada Web, you can create and manage custom fields for use with Contracts. This tool gives you the flexibility to capture information not normally included in standard Contracts.

Custom fields will appear at the bottom of the Contract Info panel of the Create / Edit Contract page.

To reach the Custom Fields page, navigate to the User Menu (click on your name in the top-right corner of Texada Web) → Settings → Company Settings → Custom Fields.

Custom Fields Page

  1. Add New Button
    Click to add a new custom field. See “Create / Edit Custom Field” for more information.
  2. View Selector
    Use this to manage custom views for this table. See “The View Manager” for more information.
  3. Export Button
    Use this to export the table’s contents for use in other programs. See “Exporting the Contents of a Table” for more information.
  4. Custom Fields Table
    Contains the list of custom fields that currently exist for your system. The appearance of this table can be modified in a number of ways; see “Working with Tables” for more information. 
  5. Custom Field
    Each custom field is represented by a row in the Custom Fields table.
    • Click and drag the six dots to the left of a custom field’s row to rearrange the order of the custom fields. This will change the order in which the fields appear when creating or editing a Contract.
    • Click the pencil icon next to a custom field to edit it. See “Create / Edit Custom Field” for more information.
    • Click the bin icon next to a custom field to delete it. 

Create / Edit Custom Field

Click the Add New button at the top of the Custom Fields screen to create a new custom field. Click the pencil icon next to an existing custom field to edit it. This will open the Custom Field window, where you can edit the details of the field.

  1. Name of the Field
    The field’s name. This will also appear as the field’s label when creating or editing a Contract.
  2. Description
    The field’s internal description. This will appear as a tooltip when a Texada Web user hovers over the custom field icon next to this field when creating or editing a Contract. Use this description to provide context or instructions on how the field should be filled out.
  3. Field Type
    The field’s input type. Five input types are currently supported:
    • Text: Accepts a string of unformatted text.
    • Number: Accepts a number. Options allow you to select a maximum number of digits and decimal places.
    • Dropdown: Allows the user to select a single option from a drop-down list. Supports up to 20 different options.
    • Multiselect: Allows the user to select multiple options from a list. Supports up to 20 different options.
    • Currency: A specialized number field that accepts an amount of currency.
  4. Page Type
    The type of document to which the custom field applies. Currently, only Contracts are supported. Support for additional document types is planned for future releases of Texada Web.
  5. Field Settings
    Additional options for customizing the field. The options available in this section are determined by the field’s type (3).
    • Placeholder Text: Text fields only. The text that will appear in the field when empty.
    • Number of Digits: Number and currency fields only. The maximum number of digits allowed to the left of the decimal point.
    • Number of Decimals: Number fields only. The maximum number of digits allowed to the right of the decimal point.
    • Number of Options: Dropdown and multiselect fields only. The total number of options available to select from. Incrementing or decrementing this number will cause an Option field to be added or removed.
    • Option: Dropdown and multiselect fields only. An option the user can select from the list. Click the bin icon to delete the option and reduce the Number of Options by 1.
  6. Make Mandatory Checkbox
    Check this box to make this field mandatory when creating a Contract.
  7. + Custom Field Button
    Click to save the current custom field and immediately create an additional field.
  8. Save Button
    Click to save your changes.
  9. Cancel Button
    Click to cancel your changes without saving.