{"id":140,"date":"2019-04-01T20:47:18","date_gmt":"2019-04-01T20:47:18","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=140"},"modified":"2026-06-30T16:04:05","modified_gmt":"2026-06-30T16:04:05","slug":"advanced-custom-fields","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/advanced-custom-fields\/","title":{"rendered":"Advanced Custom Fields"},"content":{"rendered":"<h2>Overview<\/h2>\n<ul>\n<li class=\"CopyofBulletedList\">Beginning with Enterprise Edition 5.908,\u00a0<span style=\"font-size: small;\">SEOM<\/span>\u00a0allows an unlimited number of custom fields for customer and product (inventory) records.<\/li>\n<li class=\"CopyofBulletedList\">These advanced custom fields are visible on user-defined tab pages accessed via the\u00a0<i>Inventory<\/i>\u00a0or\u00a0<i>Customer<\/i>\u00a0screens. The process is basically the same for both types of advanced custom fields.<\/li>\n<li class=\"CopyofBulletedList\">Advanced Custom Fields\u00a0are presently only for data storage and cannot be used as search criteria.<\/li>\n<li class=\"CopyofBulletedList\">It is not possible to have more than one workstation\/user editing the advanced custom fields at the same time. If that is attempted, the program will present a message stating that someone else is currently using this feature, and the user should try again later.<\/li>\n<\/ul>\n<h2>Configure SEOM to Use Advanced Custom Fields<\/h2>\n<p>Depending on the type of advanced custom fields to be created:<\/p>\n<ul>\n<li class=\"CopyofBulletedList\">set system parameter,\u00a0UseAdvancedCustomCustomerFields\u00a0to TRUE<\/li>\n<li class=\"CopyofBulletedList\">set system parameter,\u00a0UseAdvancedCustomInventoryFields\u00a0to TRUE<\/li>\n<\/ul>\n<p>The\u00a0<u>default setting<\/u> of each parameter is False. For assistance with setting system parameters, refer to\u00a0<i>Knowledge Base<\/i>\u00a0topic,\u00a0<a href=\"https:\/\/stoneedge.com\/kb\/articles\/set-system-parameters\/#setting-system-parameters\"><i>Set System Parameters<\/i><\/a>.<\/p>\n<h2>Description of the Screen<\/h2>\n<h3>Tab Pages List Box<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4250\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0180.png\" alt=\"\" width=\"200\" height=\"194\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0180.png 200w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0180-50x50.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0180-60x58.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0180-100x97.png 100w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/p>\n<ul>\n<li class=\"CopyofBulletedList\">+ -&gt; displays a list of previously created Advanced Custom Fields Tab pages\n<ul>\n<li class=\"CopyofBulletedList\">click to add a new tab page<\/li>\n<\/ul>\n<\/li>\n<li class=\"CopyofBulletedList\">X -&gt; click to delete the selected tab page<\/li>\n<li class=\"CopyofBulletedList\">Notebook -&gt; click to edit the name of a tab page<\/li>\n<li class=\"CopyofBulletedList\">^ -&gt; click this arrow to move the selected tab up in the list of pages<\/li>\n<li class=\"CopyofBulletedList\">v -&gt; click this arrow to move the selected tab down in the list of pages<\/li>\n<\/ul>\n<h3>Field to Add Tab<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4259\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0181-1.png\" alt=\"\" width=\"495\" height=\"250\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0181-1.png 495w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0181-1-300x152.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0181-1-50x25.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0181-1-60x30.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0181-1-100x51.png 100w\" sizes=\"auto, (max-width: 495px) 100vw, 495px\" \/><\/p>\n<h5>Add Fields Button<\/h5>\n<ul>\n<li class=\"CopyofBulletedList\">click to add a new field to the selected tab page<\/li>\n<li class=\"CopyofBulletedList\">specify the\u00a0Field Name\u00a0and optionally a\u00a0Field Label<\/li>\n<\/ul>\n<h5>Edit Fields Button<\/h5>\n<ul>\n<li class=\"CopyofBulletedList\">click this button to make changes to the selected field on the selected tab page<\/li>\n<\/ul>\n<h5>Field Name Field<\/h5>\n<ul>\n<li class=\"CopyofBulletedList\">enter a unique name for the field or double-click in this field to get a unique field name after selecting a\u00a0Field Type<\/li>\n<\/ul>\n<h5>Show Label Check Box<\/h5>\n<ul>\n<li class=\"CopyofBulletedList\">select or clear this box to activate or deactivate the Field Label field<\/li>\n<li class=\"CopyofBulletedList\">if no\u00a0Field Label\u00a0is provided, the program uses the\u00a0Field Name\u00a0as its label<\/li>\n<\/ul>\n<h5>Field Label Field<\/h5>\n<ul>\n<li class=\"CopyofBulletedList\">enter the value to use as the label of the field on the tab page<\/li>\n<\/ul>\n<h5>Edit Field Order Button<\/h5>\n<ul>\n<li class=\"CopyofBulletedList\">opens the\u00a0Set Tab Order\u00a0<a id=\"HotSpot43486\"><\/a>screen<\/li>\n<li class=\"CopyofBulletedList\">use the arrows to change the order in which the fields are displayed<\/li>\n<\/ul>\n<h5>Save the Field Button<\/h5>\n<ul>\n<li class=\"CopyofBulletedList\">click this button to create the new custom field<\/li>\n<li class=\"CopyofBulletedList\">it then appears in the Design Tab section of the screen<\/li>\n<\/ul>\n<h3>Design Tab<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-4251\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0182.png\" alt=\"\" width=\"626\" height=\"163\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0182.png 626w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0182-300x78.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0182-50x13.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0182-60x16.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0182-100x26.png 100w\" sizes=\"auto, (max-width: 626px) 100vw, 626px\" \/><\/p>\n<ul>\n<li class=\"CopyofBulletedList\">the\u00a0Move\u00a0field contains a value, or step size, that dictates the distance the field is moved when the directional arrows are clicked<\/li>\n<li class=\"CopyofBulletedList\">the default value of the\u00a0Move\u00a0field is 50, but you can change by over-typing it<\/li>\n<li class=\"CopyofBulletedList\">hold the arrow button down for continual movement of the field until it is where you want it to be located<\/li>\n<li class=\"CopyofBulletedList\">the Width and Height + or &#8211; buttons increase or decrease the height or width of the selected field<\/li>\n<li class=\"CopyofBulletedList\">The other buttons in the design section of the screen allow you to:\n<ul>\n<li>Change the text type of the selected text box to Bold, Italics, and Underline the text<\/li>\n<li>Left, Center, or Right Justify the text within the text box<\/li>\n<li>Cut, Copy, Paste, and Delete the selected object in the Design tab page section<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Create a Custom Tab Page and Custom Field<\/h2>\n<ol start=\"1\">\n<li class=\"p\">Go to the\u00a0<i>Main Menu&gt;Settings&gt;Data Functions&gt;Setup Custom Fields<\/i>\u00a0and from the\u00a0Setup custom fields for\u00a0drop-down, select either\u00a0Customers\u00a0or\u00a0Products.<\/li>\n<li class=\"p\">Click the\u00a0Setup Advanced Custom Fields\u00a0link.<\/li>\n<li class=\"p\">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:<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4254 size-full\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0183.png\" alt=\"\" width=\"626\" height=\"491\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0183.png 626w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0183-300x235.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0183-50x39.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0183-60x47.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0183-100x78.png 100w\" sizes=\"auto, (max-width: 626px) 100vw, 626px\" \/><\/p>\n<ol start=\"4\">\n<li>Click +\u00a0to create the custom Tab Page on which the custom field is displayed.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4255 size-full\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0184.png\" alt=\"\" width=\"352\" height=\"147\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0184.png 352w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0184-300x125.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0184-50x21.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0184-60x25.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0184-100x42.png 100w\" sizes=\"auto, (max-width: 352px) 100vw, 352px\" \/><\/p>\n<ol start=\"5\">\n<li class=\"p\">Enter a meaningful name for the Tab Page and click\u00a0OK. The name of the new tab appears under the\u00a0Tab Pages\u00a0heading.<\/li>\n<li class=\"p\">Click the\u00a0Add Fields\u00a0button to add a custom field to the new Tab Page.<\/li>\n<li class=\"p\">Enter a name for the custom field in\u00a0Field Name. In the future, to add another custom field, double-click in this field and the program proposes a unique name for the field.<\/li>\n<li class=\"p\">Select the\u00a0Show Label\u00a0check box to use a value other than the field name as the field label.<\/li>\n<li class=\"p\">Enter the label in\u00a0Field Label\u00a0or the program uses the field name as the label. Refer to the\u00a0Sample:\u00a0section of the screen.<\/li>\n<li class=\"p\">Select the\u00a0Define Field Type\u00a0tab and select the\u00a0Data Type\u00a0of the field.<\/li>\n<li class=\"p\">Select a value from the Display Type list. The choices change, depending on the data type.\n<ul>\n<li class=\"p\">If a Data Type of &#8220;Text&#8221; 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.<\/li>\n<li class=\"p\">If a Data Type of &#8220;Grid&#8221; is selected, it is possible to define up to 10 columns. Assign a Heading and Data Type to each column. Optionally, specify a field Width and Date Format as needed.<\/li>\n<li>If a\u00a0Data Type\u00a0of &#8220;Integer&#8221; is selected, you have the choice of\u00a0Text Box,\u00a0Combo Box\u00a0or\u00a0List Box\u00a0for its\u00a0Display Type.<\/li>\n<li>If the\u00a0Display Type\u00a0of\u00a0Combo box\u00a0or\u00a0List Box\u00a0is chosen, specify a\u00a0List Source\u00a0(Unique List, Shared List, or SQL Statement). Refer to the\u00a0<i>Configuring Custom Fields<\/i>\u00a0<i>Knowledge Base<\/i> article for more information about creating lists. The\u00a0View\/Edit List\u00a0button becomes visible as well.<\/li>\n<\/ul>\n<\/li>\n<li>Select the\u00a0Format Field\u00a0Tab to choose the\u00a0Font Name\u00a0and\u00a0Font Size\u00a0for the custom field and its label.<\/li>\n<li>Click Save the Field and the new field is displayed in the Design Tab section of the screen.<\/li>\n<li>Use the buttons in the Design Tab to further customize your fields.<\/li>\n<li>When satisfied with the changes made to the new field or fields, click\u00a0Save Changes.<\/li>\n<li>Click the\u00a0X\u00a0in the upper right-hand corner to close the screen.<\/li>\n<\/ol>\n<h3>Viewing Advanced Custom Fields<\/h3>\n<ol start=\"1\">\n<li class=\"p\">Go to\u00a0<i>Main Menu &gt; Manage My Customers&gt; View and Manage My Customers (<\/i>or\u00a0<i>Main Menu &gt; Manage My Inventory &gt;View and Manage My Inventory)<\/i>\u00a0and click the\u00a0<i>Custom Fields<\/i>\u00a0tab<i><i><i>.<\/i><\/i><\/i><\/li>\n<li class=\"p\">Click\u00a0View\u00a0Advanced Custom Fields\u00a0to view the\u00a0Custom Tab Pages\u00a0and their fields:<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4256 size-full\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0185.png\" alt=\"\" width=\"2153\" height=\"1694\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0185.png 2153w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0185-300x236.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0185-1024x806.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0185-768x604.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0185-50x39.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0185-1536x1209.png 1536w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0185-2048x1611.png 2048w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0185-60x47.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/0185-100x79.png 100w\" sizes=\"auto, (max-width: 2153px) 100vw, 2153px\" \/><\/p>\n<h3>Editing an Existing Advanced Custom Field<\/h3>\n<ol>\n<li class=\"p\">Go to\u00a0<i>Main Menu &gt; Settings &gt; Data Functions &gt; Setup Custom Fields &gt;<\/i>\u00a0and select either\u00a0Customers\u00a0or\u00a0Products\u00a0from the\u00a0Setup custom fields for\u00a0drop-down list.<\/li>\n<li class=\"p\">Select the appropriate page from the\u00a0Tab Pages\u00a0list.<\/li>\n<li class=\"p\">Click\u00a0Edit Fields.<\/li>\n<li class=\"p\">Then select the field to be edited from the list of fields in the\u00a0Design Tab\u00a0section of the screen and make the necessary changes to the field type or format.<\/li>\n<li class=\"p\">Click\u00a0Save the Field.<\/li>\n<li class=\"p\">Click\u00a0Save Changes.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Overview Beginning with Enterprise Edition 5.908,\u00a0SEOM\u00a0allows an unlimited number of custom fields for customer and product (inventory) records. These advanced custom fields are visible on user-defined tab pages accessed via the\u00a0Inventory\u00a0or\u00a0Customer\u00a0screens. The process is basically the same for both types of advanced custom fields. Advanced Custom Fields\u00a0are presently only for&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[19],"ht-kb-tag":[],"class_list":["post-140","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-reference-topics"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Advanced Custom Fields - Stone Edge Order Manager<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/advanced-custom-fields\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Advanced Custom Fields - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"Overview Beginning with Enterprise Edition 5.908,\u00a0SEOM\u00a0allows an unlimited number of custom fields for customer and product (inventory) records. These advanced custom fields are visible on user-defined tab pages accessed via the\u00a0Inventory\u00a0or\u00a0Customer\u00a0screens. The process is basically the same for both types of advanced custom fields. 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These advanced custom fields are visible on user-defined tab pages accessed via the\u00a0Inventory\u00a0or\u00a0Customer\u00a0screens. The process is basically the same for both types of advanced custom fields. 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