Overview
Custom fields let the business extend supported records with additional information. They should be designed thoughtfully so users know what to enter.
Where To Find It
Path: Administration > User Defined Fields Setup
Use the custom-fields setup screen when the business needs to capture extra information on supported records.
How It Works
QBM uses a user-defined-field setup screen to add and maintain the extra fields that appear on selected record types. Once saved, those fields become available in the related data-entry flow.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Field definition | Defines the extra field the business wants to add. | Use it when creating a new custom field or reviewing an existing one. |
| Target record type | Decides where the custom field will appear. | Use it to keep the extra information tied to the correct business record. |
| User guidance | Helps determine whether the field is practical and meaningful for day-to-day users. | Use it before publishing too many extra fields to live users. |
Recommended Workflow
- Identify the extra information the business truly needs to capture.
- Open the custom-fields setup and add the field to the correct record type.
- Name the field clearly so users understand what it means.
- Save the field and test the related record screen to confirm the field appears as expected.
Best Practice
- Only add custom fields when the standard screen truly does not cover the requirement.
- Use simple names and avoid internal jargon where end users will enter the data.
- Test the field on the live workflow before asking all users to rely on it.