Advanced Custom Fields

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Overview

Configure SEOM to Use Advanced Custom Fields

Depending on the type of advanced custom fields to be created:

The default setting of each parameter is False. For assistance with setting system parameters, refer to Knowledge Base topic, Set System Parameters.

Description of the Screen

Tab Pages List Box

Field to Add Tab

Add Fields Button

Edit Fields Button

Field Name Field

Show Label Check Box

Field Label Field

Edit Field Order Button

Save the Field Button

Design Tab

Create a Custom Tab Page and Custom Field

  1. Go to the Main Menu>Settings>Data Functions>Setup Custom Fields and from the Setup custom fields for drop-down, select either Customers or Products.

  2. Click the Setup Advanced Custom Fields link.

  3. The Custom Field Designer window opens and the title reflects the kind of custom field being created (customer or product). In this example, a custom customer field is being created:

Advanced Custom Fields - Customers

 

  1. Click to create the custom Tab Page on which the custom field is displayed.

  1. Enter a meaningful name for the Tab Page and click OK. The name of the new tab appears under the Tab Pages heading.

  1. Click the Add Fields button to add a custom field to the new Tab Page.

  2. Enter a name for the custom field in Field Name. In the future, to add another custom field, double-click in this field and the program proposes a unique name for the field.

  3. Select the Show Label check box to use a value other than the field name as the field label.

  4. Enter the label in Field Label or the program uses the field name as the label. Refer to the Sample: section of the screen.

  5. Select the Define Field Type tab and select the Data Type of the field.

  6. Select a value from the Display Type list. The choices change, depending on the data type. If a Data Type of "Text" is selected, the program allows the user to specify the Maximum field Length by over-typing the default value of 255. If a Data Type of Date is selected, specify the Date Format.

:

  1. Select the Format Field Tab to choose the Font Name and Font Size for the custom field and its label.

  1. Click Save the Field and the new field is displayed in the Design Tab section of the screen. This is not the same as clicking Save Changes. It only causes the field to be listed in the design section of the screen so that it can be further customized.

  2. Use the Move directional arrows to relocate the field on the tab page. The Step Size dictates how far the Move arrows repositions the field each time they are clicked. Hold the arrow button down for continual movement of the field.

  3. Use the Width and Height + or - buttons to increase or decrease the height or width of the selected field.

  4. The other buttons in the design section of the screen allow you to:

  1. When satisfied with the changes made to the new field or fields, click Save Changes.

  2. Click the X in the upper right-hand corner to close the screen.

Viewing Advanced Custom Fields

  1. Go to Main Menu > Manage My Customers> View and Manage My Customers (or Main Menu > Manage My Inventory >View and Manage My Inventory) and click the Custom Fields tab.

  1. Click View Advanced Custom Fields to view the Custom Tab Pages and their fields:

Editing an Existing Advanced Custom Field

  1. Go to Main Menu > Settings > Data Functions > Setup Custom Fields > and select either Customers or Products from the Setup custom fields for drop-down list.

  1. Select the appropriate page from the Tab Pages list.

  2. Click Edit Fields.

  3. Then select the field to be edited from the list of fields in the Design Tab section of the screen and make the necessary changes to the field type or format.

  4. Click Save the Field.

  5. Click Save Changes.

Additional Information

Configuring Custom Fields

Set System Parameters

 

Created: 2/3/11

Revised: 6/19/12

Published: 04/14/16