10.03.06 Custom Fields

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10.03.06 Custom Fields

Different organizations have different requirements which are specific to their own. It helps them to keep their records according to their needs.
UNItekTIME understands that and to cater their specific needs, Custom Field plays a key role in achieving this.
Navigate to Admin Options > Custom Fields.
The following picture shows a list of Entities under which Custom Fields can be created.
Through Options > Manage Custom Field link against each entity, Administrator can create custom fields according to organizational needs. At the moment, there are 15 custom fields can be created in each entity.
There are 4 Data Type through which, Custom Field can be created.
  1. Number
  2. Text
  3. Drop-Down
  4. Date
In below screenshot, 1 custom field “Date of Birth” is created. which is under Employee Entity. IsRequired check is a validation if this field is mandatory or not. Further, a new custom field is in the creation process. Data Type is selected as Drop-Down and list of options will be visible under employee record for custom field selection.

Creating a new Custom Field:

  1. Login UNItekTIME with Admin Credentials
  2. Navigate to Admin Options > Custom Field
  3. Click on the Options gear icon against the entity in which you want to create a new custom field.
  4. Click Manage Custom Field
  5. Click on the “+ Add Custom Field* green button on the top-left side of the application
    1. Fill the first field with Status Name you want to give
    2. Select the Data Type
    3. Fill the Custom Field Name as per your requirement
    4. Fill the Custom Field Caption as per your requirement
    5. Fill the Default Value, Minimum Value, and Maximum Value if required
    6. Click on the IsRequired switch to Yes if you want to make it mandatory for users to fill it
  6. Click Add Custom Field green button

Editing an existing Custom Field:

  1. Login UNItekTIME with Admin Credentials
  2. Navigate to Admin Options > Custom Field
  3. Click on the Options gear icon against the entity in which you want to edit the existing custom field.
  4. Click Manage Custom Field
  5. Scroll to the Custom Field you want to edit and click on Options gear icon then select Edit Custom Field
  6. Make the necessary changes in the fields
  7. Click Update Custom Field Button

Disabling an existing Custom Field:

  1. Login UNItekTIME with Admin Credentials
  2. Navigate to Admin Options > Custom Field
  3. Click on the Options gear icon against the entity in which you want to disable the existing custom field.
  4. Click Manage Custom Field
  5. Scroll to the Custom Field you want to disable and click on Options gear icon then select Edit Custom Field
  6. Change the Disabled switch to Yes
  7. Click Update Custom Field Button

Deleting an existing Custom Field:

  1. Login UNItekTIME with Admin Credentials
  2. Navigate to Admin Options > Custom Field
  3. Click on the Options gear icon against the entity in which you want to delete the existing custom field.
  4. Click Manage Custom Field
  5. Scroll to the Custom Field you want to delete and click on Options gear icon
  6. Click on the Delete option
  7. Click Yes to confirm deletion
Article ID: 54, , Modified: 3/24/2021 at 3:27 AM

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