Add additional fields to the document

Add additional fields to the document

Additional fields are interface elements that the user can manually configure for a task, an order and other types of documents. With the help of the fields, you can enter additional information into the document. They are also displayed in printing templates.

If the fields are related in meaning, combine them into a group.

The interface may vary for some sections.

New interface
Old interface

Create a field

You can add fields when creating or editing the operation. Open the operation, click «Edit» and go to the «Description» section. Click «Additional fields».

Click and add fields of different types. For example, to enter the full name, select the «Text» type. Then configure the parameters.

  • Field name. This is a required parameter. To add the field name to the filter options, click «Show in filter». You will be able to sort documents by this parameter. Available in the «Business/Sales/CRM/Invoices/Orders», «Documents/Incoming», «Documents/Outgoing», «Tasks/Tasks on me» and «Business/Clients/Leads» sections.
  • Default value. Enter the value that will be indicated in the field if it remains blank.
  • Variable. This is a required parameter. Specify the parameter that stores the data entered in the field. With the help of a variable, this data automatically gets into the printing template. It can also be specified as an argument when calling a function in the application code service.

    If you have changed the name of the variable, the data from it will be lost in the saved documents.

  • Required field. Check the flag to make the field required.
  • Hint text. Click and explain what the user should enter in this field. For example, the address or phone number format.
  • Additional field conditions. Click to adjust the visibility, and when you need to determine whether the field is required when filling in. Use the application code service to specify the function. When it is completed, the field will become visible or required. For example, if the dimensions of the cargo exceed the set values, make the «Delivery type» field visible.

The set of parameters depends on the type of field and can change.

To choose the display mode for the fields in the task or document, click «marks on the left» in the «Additional fields» block and select an option.

To display data from the additional fields in the printing template, add the configured operation in the template rule.

Create a group of fields

If the fields characterize one attribute, for example, the dimensions of the cargo, combine them into a group.

  1. Open the operation settings window and in the «Additional fields» section, click and select «Group».
  2. Enter the name.
  3. For the performer to be able to copy a group of fields and fill them in again, click « Duplicate the group on the document».
  4. Click .

You can also create a subgroup of fields inside the group, to do this, hover over the group, click and select «Add a subgroup».

Set the field order

Arrange the fields or a group of fields in the order you want them to be in the document. To do this, use the mouse to drag them up or down the list.

Another way is to click next to the field and use the , or buttons.

Specify the stage for a field display

You may need to enter certain data only at a certain stage of the document workflow. For example, the cargo dimensions — at the «Delivery» stage. You can set up separate groups of fields for each stage of the operation.

In the operation settings window, go to the «Additional fields» block, click «Always» next to the group and select the stage.

Create a field

You can add fields when creating or editing an operation. Open the operation, choose «Edit» and click «+ field». Configure the parameters.

  • Type — specify the type of data that you can enter in this field. For example, to enter the full name, select the «Text» type.
  • Icon — add an image with the button, it will be displayed next to the user field.
  • Field name.
  • Default value — enter the value that will be specified in the field if it remains blank.
  • Hint — explain what the user should enter in this field. For example, the address or phone number format.
  • Variable — a parameter that stores the data entered in the field. With the help of a variable, this data automatically gets into the printing template. It can also be specified as an argument when calling a function in the application code service. By default, the variable name is the same as the field name but you can change it. When editing in saved documents, the data from this parameter will be lost.
  • If the field is required, check the box.
  • To add the field name to the filter options, select «Show in filter». You will be able to sort documents by this parameter. Available in the «Business/Sales/CRM/Invoices/Orders», «Documents/Incoming», «Documents/Outgoing», «Tasks/Tasks on me» and «Business/Clients/Leads» sections.

When changing the data type, the set of field parameters may change.

To display data from additional fields in the printing template, add the configured operation in the template rule.

Create a group of fields

If the fields characterize one attribute, for example, the dimensions of the cargo, combine them into a group.

  1. Open the operation settings window and click «+ group» in the «Additional fields» block.
  2. Enter the name and click .

To create a field in the group, hover over the name of the group and click . You can also create a subgroup of fields inside the group by clicking .

Set the order of fields

Arrange the fields or a group of fields in the order you want them to be in the document. To do this, use the mouse to drag them up or down the list.

Another way is to click next to the field and use the , or buttons.

Specify the stage for a field display

You may need to enter certain data only at a certain stage of the document workflow. For example, the cargo dimensions — at the «Delivery» stage. You can set up separate groups of fields for each stage of the operation.

In the operation settings window, go to the «Additional fields» block, click «Shown always» next to the group and select the stage.

Нашли неточность? Выделите текст с ошибкой и нажмите ctrl + enter.