Add a Custom Field

Custom Fields can be added to WorkGuru from the +Add a Custom Field button from the Actions menu on the custom fields dashboard (Administration -> Custom Fields).

Complete the following fields:

• Name - Note this field must not contain any spaces or special characters as this is the tag the merge field references when used on document templates eg: [CustomFieldName]
• Label - The descriptive name for the field.  Can contain spaces etc.
• Type - Type of field which defines the format of the field and how it displays.
  • Short Text - Short text field.
  • Long Text - Long expandable text field.
  • Number - Number only field.  Can't enter alpha or special characters.
  • Date - Popup calendar date picker.
  • Link - Enter a URL that is clickable on the document.
  • Dropdown - Create a selectable list.
• Mandatory? - Mark the field as Mandatory so it will prompt the user if it hasn't been filled out.
• Select Supported Document Types - Where do you want the custom field to appear.   You can select multiple documents if required.  The data will flow heirachally if support.  Eg Lead -> Quote -> Project.

Click Save to add the new custom field.