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.
- Date - 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.
You can use this field to create either dynamic or enforced dropdowns.
Dynamic Dropdowns are created by checking the dropdown box on the previous page, then leaving the "Enter Options" field empty on the dropdowns page. Options will be added to the dynamic dropdown as other users set new options when creating and editing objects.
Enforced Dropdowns are created by entering specific options in the field on the dropdown page. If these were entered when customizing a field, only these options will be available and required, when filling in the dropdown.
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.
Custom Objects also give the powerful ability to create Dynamic Dropdown fields that provide different choices depending on the value set in another field.
Creating the Custom Objects
To create a dynamic dropdown, you'll need two Lookup-type Custom Objects, and one of the Custom Objects needs to have the second Custom Object available as a custom lookup field. Below, we can see an example using Department and Cost Center:
Custom Object 1 will define how the options in the Dynamic Dropdown are determined:
Custom Object 2 will be used to define the fields available dynamic dropdown itself.
Once your Custom Objects have been successfully created, you'll need to create records in each field. For Fi In the examples above, we have three departments, and six cost centers associated with those cost centers. With the above configuration, we'll be able to configure our Assets so that, when the department is set on the Asset, you'll only be able to select Cost Centers with that Department.
Creating the Dynamic Dropdown
Now that your custom objects have been created, you're reach to configure the Dynamic Dropdown itself. From the customization page of the Module of your choice (e.g. Assets, Users) click the add button, and create a field for your first Custom Object, selecting the custom object you just created as the data type.
Note: On the Display option page for this field, you should select "Regular."
With that created, click add again to create your second Custom Object. This time, select the second Custom Object you created and in the Display Option page and set the Display Option to Filtered Dropdown. You'll then be prompted to define the field type of the option you wish to filter off of, then select the field name that will be used to determine which fields appear in your filtered dropdown.
Once those have been set, your filtered dropdown will have been created.