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Module: Custom Fields Settings

The Custom Fields Settings module allow you to create any custom fields for a specific entity such as projects, customers or employees.
It allows you to extend BeeBole standard fields with other values such as external IDs, project information, ... and to use these in reports.

By default, the module will be present in the Settings screen of administrators.
To navigate to your Settings screen, just click on Settings in the top right corner.
If you do not see the Settings link in the top right corner, you are not an administrator of your account.
If the module is not present in your screen, just add it from the catalog. (Read how to add a module in your screen)

Add new custom fields

Just click on the "Add a custom field" button and fill in the name of your custom field and for which entity it will be used.

As soon as new field is created in the Custom Fields Settings module, the new field will be available in the Custom Fields module
where values are assigned.

Change & delete custom fields

To update an existing custom field, simply move your mouse over the row and click on Change.
Click on Delete if you want to remove the field. Please note that if you delete an existing custom field, all values assigned will disappear.

Assigning values, using customer fields in reports, ...

It explains:
  • how to assign values to custom fields
  • how to use these fields in your reports
  • how to create filters based on these values

Downloading a list of all custom fields values

At any time, you can download a complete list of all values that have been assigned to your custom fields on each entity.

Just click on the Settings link in the top right corner.
Locate the Account module.
And under Download your data, download a list of custom fields.

Give access to custom fields to others

By default the Custom Fields module will be available to administrators and Team Leaders.
It means people with these roles defined in their User Details module will be able to assign values to the custom fields.

You can easily extend this possibility to other roles such as project manager or employees via the Authorisations module.
The Authorisations module is present by default in your Settings screen.

To give access to a new role, simply add the following line to the role:

Removing that line will stop people assigned to this role from assigning values to custom fields.