1. Open Financial.
2. Go to "Setup".
3. Select "Custom fields".
You are now on the overview of custom fields in Scheduling.
If you cannot see the menu item, you probably do not have permission for it. Contact support.
On this screen you only define the fields themselves — that is, the field's name, type and settings. A custom field on its own does nothing until it is associated with a task type. The fields are used in two places:
On the task type: When you create or edit a task type, you find the "Fields" tab. Here you select which of the custom fields should be included on tasks of that type, and you can mark each field as required. It is thus the task type that determines which fields are shown.
On the task: When you create or edit a task and select a task type, the fields associated with the selected task type are shown at the bottom of the task. This is where the user fills in the values. Fields marked as required on the task type must be filled in before the task can be saved.
Therefore: first create the fields here, then associate them with the relevant task types, and they will then appear on the tasks that use those task types.
If you try to delete a field that is already in use, the system shows a warning with information about where the field is used — either on "Task types", on "Tasks" or both. A field in use should first be released from the relevant task types before it is deleted.
The overview shows all existing custom fields in a list. For each field, System name, Name and Field type are shown. You can sort the list by clicking the System name and Name column headers.
You can open a field for editing by double-clicking the row, or by selecting the row and using the Edit button in the top right.
Create (plus button): Creates a new custom field and opens the create dialog.
Edit (pencil button): Opens the selected field for editing. The button is only active when a field is selected.
Delete (cross button): Deletes the selected field. The button is only active for EAV fields. If the field is in use, a warning dialog with information about where the field is used is shown before you confirm the deletion.
When you create or edit a field, a panel opens with the common field information at the top followed by a field-type-specific traits panel.
Finish with Save to save the changes. Use Cancel to discard and return to the overview without saving.
Name: Free text, required. The displayed name for the field in the user interface. Max. 200 characters.
System name: Free text, required. The technical unique name for the field, used internally. The system name must be unique. The field can only be filled in when creating a new field — when editing an existing field it is locked and cannot be changed.
Hint: Optional free text up to 1000 characters. Used to display a help text or explanation when the field is used. Equivalent to a tooltip.
Field type: Dropdown with the available field types. Select the type that fits the data the field should contain. The field type dropdown is only available when creating — when editing an existing field it is locked and cannot be changed.
Depending on the selected field type, an extended traits panel with additional settings is shown. Each field type and its settings are described below.
DateTimeOffset is used for fields that contain a date or date and time.
Date format: Dropdown with two options: Date (date only without time) or Date and time (date with time).
Decimal is used for fields with decimal numbers.
Default value: The pre-filled value the field is given when it is created on a record. Can be left empty.
Min value: The smallest allowed value for the field. Can be left empty.
Max value: The highest allowed value for the field. Can be left empty.
Decimal places: Specifies the number of decimals allowed in the field.
Allow negative value: Checkbox. Check to allow negative numbers in the field.
Int is used for fields with whole numbers.
Default value: The pre-filled value the field is given when it is created on a record. Can be left empty.
Min value: The smallest allowed integer value. Can be left empty.
Max value: The highest allowed integer value. Can be left empty.
Allow negative value: Checkbox. Check to allow negative numbers in the field.
Memo is used for fields with longer free text.
Allow return: Checkbox. Check to allow line breaks in the field.
HTML: Checkbox. Check to treat the field's content as HTML.
String is used for short text fields.
Default value: The pre-filled text value for the field. Can be left empty.
RegEx validation rule: A regular expression (regex) that the field's content is validated against on save. Can be left empty if no validation rule is desired.
Minimum length: The smallest number of characters the field's content may have. Can be left empty.
Maximum length: The highest number of characters the field's content may have. Can be left empty.
Searchable: Checkbox. Check to make the field searchable.
Url is used for fields that should contain a web address. There are no additional settings for this field type.
Boolean is used for fields that can only have two states: yes/no or true/false. There are no additional settings for this field type.
Options is used for fields where the user can choose between a fixed set of predefined options.
The traits panel for Options shows an embedded list of the options defined for the field. The Display name column shows the name the user sees in the dropdown.
Move up (up arrow): Moves the selected option one position up in the order. The button is only active when an option is selected and there is a record above it.
Move down (down arrow): Moves the selected option one position down in the order. The button is only active when an option is selected and there is a record below it.
Add option (plus button): Opens a popup dialog where you can create a new option.
Edit option (pencil button): Opens the popup dialog with the selected option for editing. The button is only active when an option is selected.
Delete option (cross button): Removes the selected option from the list. The button is only active when an option is selected.
When you add or edit an option, a popup opens with the following fields:
Name: Free text, required. The displayed name for the option in the user interface.
System name: Free text, required. The technical unique name for the option. The system name must be unique within the field. When editing an existing option, the system name is read-only and cannot be changed.
Finish with Save to save the option or Cancel to discard.
Address is a Scheduling-specific field type used to associate an address type with a field. The field type is only available in Scheduling.
Address type: Dropdown with the address types defined in Scheduling. Select the address type the field should represent. The field is required.
NumberSeries is used for fields that follow an automatic number series logic. This field type cannot be created manually from the user interface — you will see a validation error if you try. Fields of the NumberSeries type are created exclusively by the system and can only be viewed in the overview, not created from here.
If you have any questions, you are welcome to contact support.
Want to know more?
Read more in these related articles:
Order types
Order types
Scheduling settings
Overview of the settings for calendar and task scheduling in Sapera — including default view, time division, column width and display of weekends, unscheduled and unassigned tasks.
