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Custom Field Configuration

Custom Field Configuration

Overview

The Custom Fields feature allows administrators to create and manage additional data fields for specific modules within e-manage | ONE.

This provides flexibility to capture installation-specific details such as site conditions, access requirements, scheduling notes, and moreβ€”without requiring system changes.

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⚠️ Note:
Custom Fields are currently available for the Installation Details module. Support for additional modules will be added in future updates.

Accessing Custom Fields

Navigate to:

Administrator β†’ Custom Fields

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Creating a New Custom Field

  1. Click New Field

  2. Complete the required configuration fields (see below)

  3. Click Save

Field Configuration Options

Corporate Division

Select the division this custom field applies to.

Module

Defines where the custom field will be used.

  • Currently supported: InstallationDetails

  • Future modules will appear here as they are added

Field Name

  • Internal system name for the field

  • Must be unique

  • No spaces or special characters allowed

βœ… Example: OrderNotes
❌ Invalid: Order Notes, Order-Notes

Label

  • The user-facing label displayed in the module

  • This is what users will see on forms

Example: Order Notes

Level

Determines where the field appears and where it is editable:

Level

Behavior

Level

Behavior

Company

Appears on both Company and Project records, but editable only on the Company record

Project

Appears and is editable only on the Project record

Type (Field Type)

Defines how the field is displayed and what data it accepts.

Available types include:

  • Text

  • Boolean (Checkbox)

  • Dropdown

  • Date

  • Whole Number

  • Decimal

ℹ️ Selecting a Type will dynamically display additional configuration options.

Dynamic Field Settings

Depending on the selected Type, additional options may appear:

  • Text β†’ Max Length

  • Decimal β†’ Precision, Min/Max Values

  • Whole Number β†’ Min/Max Values

  • Dropdown β†’ Select Drop Down List

Required

  • Marks the field as mandatory

  • Displays a red asterisk (*) in the module

  • Prevents saving until a value is entered

Active

  • Controls whether the field is visible in the module

  • Inactive fields are hidden but not deleted

Has Tool Tip

When enabled:

  • Displays a tooltip when hovering over the field label

Additional fields:

  • Tool Tip Title (bold)

  • Tool Tip Text (description)

Reporting Behavior (Telerik Reports)

Custom Fields can be included in printed documents and reports using Telerik Reporting. The way they appear is controlled by the following fields:

Report Group Name

  • Determines how fields are grouped together in reports

  • Fields with the same Report Group Name will appear under the same section/header

Example:
Fields with Report Group Name = "Site Info" will be grouped together in the report under a "Site Info" section.

Report Sort Order

  • Controls the order fields appear within the group

  • Lower numbers appear first

Example:

  • Sort Order 0 β†’ appears first

  • Sort Order 1 β†’ appears next

How It Works Together

  • Fields are first grouped by Report Group Name

  • Then sorted within each group using Report Sort Order

Notes

  • If no Report Group Name is provided, fields may appear in a default or ungrouped section depending on the report design

  • Proper grouping and sorting ensures clean, user-friendly printed output

Editing Existing Fields

  • Select a row in the grid

  • Double-click to load it into the editor

  • Make changes and click Save

Deleting Fields

  1. Select the field

  2. Click Delete

⚠️ Warning:
Deleting a custom field will also permanently delete all associated data values entered for that field.

This action cannot be undone.

How Custom Fields Appear in the System

Company-Level Fields

  • Displayed on:

    • Company Record

    • Project Record

  • Editable only on:

    • Company Record

  • Project view is read-only (inherited)

Project-Level Fields

  • Displayed and editable only on:

    • Project Record

Validation Behavior

  • Required fields are marked with a red asterisk (*)

  • Users cannot save records until required fields are completed

  • Validation is enforced dynamically based on field configuration

Grid Overview

The grid on the right displays all configured fields, grouped by:

  • Module

  • Level (Company / Project)

Columns include:

  • Field Name

  • Label

  • Type

  • Required

  • Active

  • Tool Tip

  • Drop Down List

  • Report Group

  • Sort Order

  • Audit fields (Created / Modified)

Best Practices

  • Use clear, descriptive Labels for end users

  • Keep Field Names consistent and system-friendly

  • Group related fields using Report Group Name

  • Use tooltips for guidance on complex fields