Custom fields allow you to store additional information in a structured way in Zigaflow, ensuring the data is in a standard format.
Create the custom field
1. Click here.
2. Click "Custom Fields"
3. Click "Quotations"
4. Click "Create Custom Field"
5. Select the field type
6. Give the field a label, in this case, "Channel"
7. For a dropdown, enter the options
8. Click "Create". This just adds it to the module you are working in
9. If it needs to be in all modules, click "Create/Update Across Modules"
Show the field in the module
10. To make it visible in the module's screens go to that module
11. Click on the module
12. Click "Screen Options"
13. Find the field and click the slider to show it
14. Click away from the sliding panel to close it
15. The field is now visible. The same method applies to the "Pipeline" view
Add the field to the edit screen
16. To add it to the edit screen, open one of the records, in this case, a quotation
17. Click "Screen Options"
18. Click the slider to show it
19. The field appears at the bottom of the standard fields
20. It operates in the same way as a standard field
Add the field to a document template
21. To add it to a document template, click on the Cog
22. Click "Document Templates"
23. Click on the document template to edit
24. Click "Search Variables"
25. Click the "Search Filter" field.
26. Type in the name of the field, e.g. "Channel"
27. Click on the variable name in the curly brackets to copy it
28. Paste the variable into the document
29. Click "Step 1: Preview"
30. Check it is displaying correctly, then click "Step 2: Save"
31. The custom field is now available in the module, and one of the documents
Learn more: document templates in Zigaflow