Goal:
Custom Fields and order request
How can I add more custom field(s) for requesters when requesting an order?
How do I create Custom Fields for order requests?
How can I create order request custom fields?
Creating Custom Fields for order requests
edit custom field
delete custom field
The following steps can only be performed by Superusers/Users with access to Customization Settings.
How to add a custom field
Navigate to Settings → Customize Request for Order Form
Select New Custom Field
Enter the name for the custom field and choose how your requesters can put in their response
Select the field titled Field Type and select either Text, Dropdown, Checkbox, or Date.
Select the Required toggle to make the Custom Field mandatory
Select Save Custom Field
Your Custom Field will now appear in the Additional Fields section in the New Item Description or Catalog Item Description screen when creating a new order request.
How to edit a custom field for Order for Requests
Navigate to Settings → Customize Request for Order Form
Click the 3-dot options button to the right of the Custom Field you wish to edit
Select Edit Field
Make the necessary updates
Select Save custom field
If you wish to update the field type, you will need to create a new Custom Field and disable the previous Custom Field.
How to disable a custom field for Order for Requests
Navigate to Settings → Customize Request for Order Form
Click the 3-dot options button to the right of the Custom Field you wish to edit
Select Disable Field
Confirm your action in the pop-up
What happens when a custom field is disabled?
When a Custom Field is disabled, all values are saved in Procurify's database, but you cannot view the field or historical data. The custom field must be re-enabled to view custom field data in-app and in exported data.
Additional Information:
We recommend only using alphanumeric characters and special characters (not including emojis) in custom fields.
A maximum of 10 custom fields can be created for order requests.