Custom fields are additional data that can be stored in Kerui™ that goes beyond the standard column structures in the database. They allow you to customize tracking and processes according to individual company needs and store structured information that is specific to your business.

You can add custom fields to record "Number of units in a box" for nomenclature or "Delivery hours" for a counterparty, etc.

Location

The tool for configuring custom fields is located on the left navigation panel, in the "Settings" section, "Automation" block

Adding

You can create a custom field by clicking the "+Add" button on the main page

Form for creating a custom field:

1. Name – the name of the field that will be displayed in the form

2. Key – a unique field identifier that is convenient to use for working through API; it should be named with clear terminology. This value cannot be changed in the future, so please be careful

3. Type – the data type of the custom field (text, number, date, etc.)

4. Group – the category it belongs to (for example, "Additional Information", "Characteristics", etc.). This affects the grouping of custom fields in the future properties form

5. Icon - a graphic image for better guidance

6. Prefix - text that will be added before the value

7. Suffix - text that will be added after the value

8. Default – the value that will be filled in automatically

9. Visibility – determines in which entities the custom field will be displayed (for example, nomenclature, counterparties, documents, etc.)

10. Dependent field – another field on which the display of the current field depends

11. Notes – additional information

Application

Custom fields are displayed in the record properties

It is important to note that for a custom field to be displayed in documents, you need not only to define its visibility but also to add properties in the document settings

You can select specific custom fields from the list or add a group. Groups of custom fields are formed automatically upon creation if they belong to the same category

Default Properties

Custom fields can be added by default so that they automatically appear in the record card of the selected entity. This feature is configured within the object's functionality

In this case, the user does not need to manually add the field every time - it will already be present in the record, leaving only its value to be filled out