These are fields you can create that exist for all items. These are ideal for fields such as Supplier codes, or Commodity codes, and can be text, dates, numbers, dropdowns, hyperlinks and more.
If a custom field should be for some items but not others, consider using Attributes instead.
Create the custom field
1. Click here.
2. Click "Custom Fields"
3. Click "Items"
4. Click "Create Custom Field"
5. Select the type - this can be text, date, dropdown, and more.
6. Give it a label and click "Create". Note that the system will use the variable name with "Item" as the prefix and replace any spaces with underscores "_", for example: {ItemSupplier_Code}. This is used in the document templates.
Add a value to an item
7. To populate the field on an item, click "Go To"
8. Click "Items"
9. Edit an item
10. Enter the value in the field
11. Click "Save Changes"
12. Click "×"
View the field in a module
13. To see how it appears in a module, for example in "Quotations", click "Go To"
14. Click the module
15. Open a record (for example, a quotation)
16. Click "Add Items"
17. Add the item
18. Where a value exists for a custom field, the field and value are shown. Where there is no value, the field is not shown
19. The field is always shown when the item is edited
Add the field to a PDF
20. To add a custom item to a PDF document, click here
21. Click "Document Templates"
22. Edit a document template
23. Add the variable. IMPORTANT - for item custom fields, they are always preceded by Item, so in this case it is {ItemSupplierCode}
24. Click "Step 1: Preview"
25. If the variable is showing correctly, click "Step 2: Save". If it is showing still showing with the curly brackets, i.e. {ItemSupplier_Code}, the system does not recognize it.
Learn more: document templates in Zigaflow