Custom Fields

The Custom Fields feature in TracePOS allows business owners to create and manage additional fields for various modules, enabling them to capture unique data specific to their business needs. This guide explains how to use the Add/Edit Custom Field form effectively.

Accessing the Custom Fields Section

1. Navigate to the Settings module in the TracePOS dashboard.
2. Select Custom Fields from the menu to access the management page.

Overview of Features

1. Add a New Custom Field

• Purpose: Create a new custom field to capture additional information for a specific module.
• Steps:

1. Click the + Add button to open the Add/Edit Custom Field form.
2. Fill in the required details:

• Field Name:
  • Enter the name of the custom field (e.g., "Customer Preferences").
• Field Type:
  • Select the type of field from the dropdown:
    • Text: A single-line text input.
    • Text Area: A multi-line text input.
    • Select Option: A dropdown menu with predefined options.
    • Date: A date picker.
• Options (For Select Option Type):
  • If you select "Select Option" as the field type, provide the options for the dropdown (e.g., "Option 1, Option 2").

2. Edit an Existing Custom Field

• Purpose: Update the details of a previously created custom field.
• Steps:

1. Locate the custom field you want to edit in the list.
2. Click the Edit button next to the field.
3. Modify the necessary fields in the form.
4. Click Update to save the changes.

3. Delete a Custom Field

• Purpose: Remove a custom field that is no longer needed.
• Steps:

1. Select one or more custom fields using the checkboxes in the list.
2. Click the Delete button.
3. Confirm the deletion in the popup dialog.

How to Use the Add/Edit Form

The Add/Edit form is where you input the details for a new custom field or update an existing one. Here's how to use it:

Fields in the Form

1. Field Name:

• Enter the name of the custom field.
• This is a required field.

• Select the type of field from the dropdown:
  • Text: A single-line text input.
  • Text Area: A multi-line text input.
  • Select Option: A dropdown menu with predefined options.
  • Date: A date picker.

• If "Select Option" is chosen as the field type, provide the options for the dropdown (e.g., "Option 1, Option 2").
• Separate options with commas.

Buttons in the Form

1. Save:

• Click this button to save the new custom field or update an existing one.

• Click this button to close the form without saving changes.

Key Features of the Add/Edit Form

1. Dynamic Field Types:

• Choose from multiple field types to suit your data collection needs.

• Ensures that required fields are filled before submission.

• The form adjusts its width based on the screen size:
  • Mobile: 90% width.
  • Desktop: 45% width.

Tips for Business Owners

• Plan Your Fields:
  • Think about the data you need to capture before creating custom fields.
• Use Descriptive Names:
  • Give your custom fields clear and descriptive names to avoid confusion.
• Test Dropdown Options:
  • If using "Select Option," ensure the options are relevant and easy to understand.

Permissions

• Add Custom Fields: Requires custom_fields_create permission.
• Edit Custom Fields: Requires custom_fields_edit permission.
• Delete Custom Fields: Requires custom_fields_delete permission.

Troubleshooting

1. Save Button Disabled:

• Ensure all required fields are filled in the form.

• Verify that the custom field is assigned to the correct module.

• Ensure options are provided for the "Select Option" field type.

By using the Custom Fields feature, you can tailor TracePOS to meet your unique business needs, ensuring that all necessary data is captured and organized effectively. Let us know if you need further assistance!