What needs to be set in a "custom field"

Screenshot 2022-11-15 at 14.47.32.png

"Name" is what others see as the title of your field when entering something. This is required to save the field.

"Description" is used to give the user a description of what the field requires. Can be a line of information about what is to be filled in in the own field out in the contract entry.

"Hint" appears as text to the right of the input field. For example, it can be a percent sign, currency code or some short unit to help the user with input. A kind of "hint".

"Type" is the data type to be entered. There are a number of different data types to choose from:

"Required to save" will require the user to a response in order to save the agreement at all.

"Default value" is the value that is filled in from the start of a new agreement to help.

"Sorting order" determines the order in which the field is displayed in the entry of the agreement. Lowest number comes first. Tip! Get into the habit of always using decades (10s) so that you can "squeeze in" other options more easily later.

"Agreement templates" filters the field to only one or more types of agreement templates.


Revision #1
Created 5 February 2023 16:50:33 by Maria Ek
Updated 5 February 2023 16:53:41 by Maria Ek