- Custom Fields can be added to WorkGuru from the +Add a Custom Field button on the Custom filed dashboard.
- 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
- Long Text
- Use on - What document type you want the field to appear
- Mandatory? - Mark the field as Mandatory so it will prompt the user if it hasn't been filled out.
- Click Save to add the new custom field.
Add a Custom Field Print
Created by: Michael Davis
Modified on: Tue, 6 Jul, 2021 at 3:28 PM
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