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The purpose of custom fields
Tailor your own custom information fields to the agreements for further use for filtering and exports. Agreements sometimes need to be supplemented with information fields that are specific to your company. With the "Custom fields" module, you can control yo...
Known limitations in custom fields
The "Custom fields" module is new in the fall of 2022 and has a number of limitations that we currently do not know if adjustments will be made. These are among others: Only 6 simple data types can be used without particularly advanced setups. All fields a...
Installing custom fields
"Custom fields" is a module that you can subscribe to. Activate the module by clicking it under "Company settings" in the main menu (top). Once the subscription is activated, everyone in your company can use "Custom fields" for your contracts. Read more ...
Configuring custom fields
Once the module is activated the top menu will be expanded with the entry to "Custom fields". When you select "Custom fields" in the menu, you will be taken to a collection page of all fields for your company. The fields listed there will thus be those tha...
What needs to be set in a "custom field"
"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 ...
Filter custom fields in contract views
Contract views can be expanded with the fields you have entered in the "Custom fields" list. They can be used both in listings and in Excel exports. The contract views can also filter out specific values from their own fields. Select the plus button to ...