Oomnitza allows you to create custom fields to store a variety of data for your objects.
Creating Custom Fields
To create custom fields in Oomnitza, start by selecting Customization from the module of your choice.
To add a new field, click Add in the upper right of the page, and you'll be presented with the following screen:
There are tabs for Information, Dropdown, and Relational Fields. Their functions are detailed below.
Name: The name under which the field appears.
Data type: What kind of data the field allows. The options are as follows:
- Short Text - Allows the user to enter text up to 256 characters.
- Long Text - Allows the user to enter text up to 1024 characters.
- Numeric - Allows for entry of integers up to 20 digits.
- Decimal - Allows for entry of decimals.
- DateTime - Allows for entry of dates, gives a date box when clicked.
- Checkbox - Allows for a checkbox or boolean field.
- Users List - Provides a list of users.
- Location - Provides a list of locations.
- Custom Object Lookups - Additionally, any "Lookup" type custom objects that you've created can be created as a custom field to allow you to look up that variety of object. These fields are identified by the name of the custom object.
Editable: Determines whether or not the field is editable by the user. Uneditable fields can only be modified via the API or by a connector.
Unique: Forces data entered in the field to be unique.
Mandatory: Forces the user to enter something in the field before they're able to save or create the object.
Dropdown: Only available for short text fields. Will make the dropdown field available so you can use the newly created field as a dropdown.
Default Value: Allows you to set a default value for a field upon the creation of a new object.
Help Text: Allows for the addition of text that describes a field. Help text can be seen within the detail view of the assets module.
Add Updates to History: When unchecked, will prevent changes to the field fro being added to an assets' history or from triggering workflows.
If you've selected a short text data type, and indicated that the field is a dropdown, you'll subsequently be given access to a dropdown tab.
In this tab, you can add the fields that you want to appear as a dropdown option.
The display option menu allows for some additional options to further customize Oomnitza.
Relational Fields are a powerful tool that lets you specify that a field should appear only if another criterion has been met. For example, you could have fields that only appear for laptops, or for mobile devices, or possibly have fields that only appear at certain locations.
Relational fields can be created from any enforced dropdown field, or from fields that use Locations in Oomnitza, so you're free to create your own complex relations using custom fields.
A paired field is a field you want to pair your field with, for example you might want to pair currency amount with currency type (USD). For information on creating paired fields refer to Creating Filtered Dropdown Menus.