CartonCloud allows you to record the information you want within records using Custom Fields. For some operations, this might mean recording the Container Number on a Purchase Order, while for others it might be the Carrier Consignment Note number on a Sale Order.
In the video below Tony explains why Custom Fields are so useful and provides some examples.
In CartonCloud, you can create custom fields against many different records such as Addresses, Sale Orders, Purchase Orders and Consignment Data. This can be extremely useful for storing your own business-specific information within the application.
Adding Custom Fields
To get to the Custom Fields page, simply type: "Custom Fields" into the Search for Anything box at the top of the system.
From here, you can jump between the various records which support Custom Fields.
To add a Custom Field select.
Next, complete the fields as required to set up the Custom Field you desire. An explanation of each field is provided below if required.
|Field||Description||Required to create Custom Field||Default|
|Name||Name of the Custom Field. Will be visible on tables, export files and forms for the entity of Custom Field (Container Model in our example above)||Yes||empty|
|Short Name||Short Name of Custom Field. Can be used in different tables and export files.||No||empty|
|Map Field Name|
The field name to be used to map columns from imported files to the entity.
Example: For a custom field named "Reference" for entity "Container" its map field name can be "reference", so that whenever a file is imported for the container if it contains a column "reference", it will map to "Reference" custom field for Container.
Defines the type of Custom Field. Refer to the table below "Types of Custom Fields"
|Required (checkbox)||Custom Field will be required when adding or editing this custom field.||Yes||Checked|
|Show on Mobile||Custom Field will appear in the CartonCloud Mobile app (currently Android only, except for Sale Orders which appear on both iOS and Android)||Yes||Checked|
|Active / Enabled||Custom Field is enabled for the entity. If disabled, this field will not appear for the entity||Yes||Checked|
|Is Primary Field (checkbox)|
Specifies if this field is to be used as a primary field for referencing the entity. This field is treated as the primary field ONLY if an entity does not have a default primary field for referencing. For example, Containers and Shipments don't have default primary fields.
NoteOne of the custom fields must be a primary field. If the user does not specify it, the system assigns the last created custom field to be the primary field.
Field Mapping allows you to create a link between two custom fields so that when data is entered in one custom field it is pulled through to another. Examples of when this might be useful are:
- Creating Opening and Closing Time Custom Fields against the address that then automatically populate on addresses within Consignments
Field Types of Custom Fields
The custom field will accept whole numbers only without decimals.
|Decimal||The custom field will accept both numbers and decimals.|
|Text||The custom field will accept both text and numbers.|
|Date||The custom field will accept Date only. On clicking DateTime Custom Fields a calendar will automatically popup to select the date.|
Custom Field will act as dropdown with only two options, "Yes" and "No". Is useful for doing checkbox type actions.
When selected in "Add/Edit Custom Field" page, a field will show up called "Default Custom Field Option" that will define the default option for this type of custom field.
Only available on the following custom field types,
The custom field will act as a dropdown with predefined options.
When selected in "Add/Edit Custom Field" page, a field will appear called "Drop Down Options" allowing the user to define options for the dropdown box.
These fields can then be reordered by dragging and dropping on the drop-down option and repositioning it as required. The order of the fields will be reflected in the other areas of the system which use those custom fields, for example when adding a new consignment.
Dropdown Default Value
In the Default field, you can define which value you want the dropdown to use if none is specified.
This is particularly useful for the Consignment Data "Service" custom field, as it allows you to define what service a consignment should use by default, including when a consignment is generated from a Sale order.
Editing, Enabling and Disabling Custom Fields
Once a custom field is added it cannot be deleted, however, it can be disabled, this is to remove the chance of deleting historical data contained within that custom field.
- To edit a custom field, select the icon next to it (in the Action column)
- To disable a custom field that is active, select the toggle and it will become inactive.
- To enable a custom field that is inactive, select the toggle and it will become active
Custom fields are visible to customers.
Product Custom Fields
Up to 10 Custom Fields can be applied to Product records. This differs from Purchase Order Product Custom Fields (which are fields used to record information against inbound stock) in that the custom field is applied directly against the Product record, and cannot be altered by individual stock records.
This is useful for storing additional information such as:
- Supplier Codes
- Dangerous Goods Information / DG Class
- Special Handling Instructions
- Other identifiers or information that's needed to be stored.
Custom fields are specified on a Per-Customer basis, allowing each customer to have their own set of Custom Fields.
Custom Fields can be displayed on Packlists, Con Notes and etc via Document Templates, they can also be shown on Stock Reports and Exports.
Enabling Product Custom Fields
- First, navigate to the Edit Customer Page by selecting Contacts in the Main menu followed by Customers in the drop-down.
- Then find and select the Customer.
- Once viewing the Customer record click Edit down the bottom left.
- From the Edit Customer page open the tab: Warehouse Management and beneath this select the sub-tab Product.
- Once you've added in the Custom Fields you want, click Save down the bottom. The Custom Fields will now appear when Adding or Editing a Product.
Custom Fields on Mobile
By checking the "Show on Mobile" field when setting up or editing a custom field you can choose whether to have the custom field displayed on mobile and in what areas.
This is particularly useful for information such as opening and closing times where when using custom field linking you can automatically pull the opening/closing times stored against the address record through to consignment data which will display on the Driver's mobile device so they are able to deliver at an appropriate time.
This field determines where the Custom field will appear on the mobile detail view.
List Or Detail View
When selecting Show on Mobile you can choose to select if the custom field will appear on the Detail view within the Mobile or both the List and Detail view. Examples of each are provided below.
Example Custom Fields on Mobile
|Custom Field||Detail View||List view|
For further details on where custom fields will display within the mobile app, see the dedicated Custom Fields on Mobile article.