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Create a Custom Field

Custom fields are a great way to store custom data against a record, and use it to organise your work in combination with filters or document exports.

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Create a custom field

Creating a custom field is easy.

  1. Click CONFIGURE next to the specification you want to add a custom field to. The specifications settings page displays.
  2. Click + NEW CUSTOM FIELD. The New Custom field dialog displays.
  3. Enter the required details and click OK.

Your new field displays in any new records you create in that specification.

Next steps

Now that you have created one or more custom fields you can:

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