Custom fields for registers

Learn how to create, manage, and use custom fields in your Assets Register and custom registers

You can add custom fields to your Assets Register or any custom registers, to better capture the information that your organisation needs to keep track of.

To learn how to create a custom register, head here.

Table of contents

  1. Getting started
  2. Dropdown
  3. Multiselect dropdown
  4. Free text
  5. Rich text
  6. Date
  7. Number

Getting started

Go to Administration > Custom data, and locate the table that corresponds to the register.

If you are doing this for a custom register, look for the table that has the name of the register.

If you are doing this for the assets register, look for the Asset custom attributes table.

To create a new custom field, click Add.

The following fields will be shown when you create a new custom field:

  • Name - the name or title of the custom field
  • Placeholder - placeholder text that will display in the custom field when empty
  • Type - this can be any of the following:
  • Enabled - check the box to display the field to users, e.g. when it's ready to use

Dropdown

A dropdown displays a series of values, from which a user can select one.

To set up a dropdown, enter its name, add the placeholder, select type Dropdown, and check Enabled. Click Save.

The new custom field will now be in the table.

To add the dropdown values, double-click on the dropdown's name and the Custom Data modal will appear. Here you can add the values of the dropdown.

To create a new value, click Add.

A row will appear in the table, where you can add the name of the first option, a value (optional), and a description (optional - this will show as a tooltip when the user hovers over it). Click Update or hit Enter on the keyboard to confirm.

Add as many options as required. You can also delete options by selecting them and hitting Delete. To edit an option, double-click it. To exit, hit the close button on the top right of the modal.

You can find this field available for use in your register item's Details tab if it is enabled.

Multiselect dropdown

This type of custom field displays a series of values from which a user can select one or multiple. To set it up, enter its name, add an optional placeholder, select type Multiselect Dropdown and check Enabled. Click Save.

To add values, double-click on the name of the multi-select custom field you have just created. The Custom Data modal will appear. Here you can add values to this field.

To create a new value, click Add.

A row will appear in the table, where you can add the name of the option, a value (optional), and a description (optional). Click Update or hit enter on the keyboard to confirm.

Add as many options as required. You can also delete options by selecting them and hitting Delete. To edit an option, double-click it. To exit, hit the close button on the top right of the modal.

You can find this field available for use in your register item's Details tab if it is enabled.

Free text

A free text field allows the user to enter plain text into a field. To set up a free text field, enter a name, add an optional placeholder, select type Free Text, and check Enabled. Click Save.

You can find this field available for use in your register item's Details tab if it is enabled.

Rich text

A rich text custom field allows the user to enter text with formatting into a text box. To set it up, enter its name, add an optional placeholder, select type Rich Text, and check Enabled. Click Save.

You can find this field available for use in your register item's Details tab if it is enabled.

Date

A date custom field allows the user to add a date. To set up a date field, enter in its name, add an optional placeholder, select type Date, and check Enabled. Click Save.

You can find this field available for use in your register item's Details tab if it is enabled.

Number

A number custom field allows the user to add only numbers. To set this up, enter in its name, add an optional placeholder, select type Number, and check Enabled. Click Save.

You can find this field available for use in your register item's Details tab if it is enabled.