Custom fields beginners guide — what are custom fields?

Custom fields are a powerful tool that allows you to customize CashCtrl for your needs. Many processes can be automated with it. Here we explain for beginners what a custom field is and what you can do with it.

Custom fields as an example for articles

Custom field — what is that?

CashCtrl is built in such a way that it can be applied to all kinds of industries. Thereby the user interface is customizable for some modules like inventory, orders or people. There is a pre-selection of fields which can be filled in. If the customer requirements go beyond the standard setup of CashCtrl, additional fields — so-called custom fields — can be added. This way any business model can be represented.

The data stored in custom fields can be displayed, sorted and filtered as separate columns in table views. In addition, the field can be accessed via a specific placeholder (e.g. $customField1) and the content of the field can be displayed e.g. on documents.

The screenshot shows custom fields that have been added to articles as an example.

Let's go: add a custom field

Custom fields can be added via Settings Custom fields and there via the relevant tab. In the dialog windows there is also the possibility to jump directly to the settings of the Custom fields. For example, this is possible when importing articles / persons or when editing a person / article by clicking on the + tab.

Different types of custom fields

CashCtrl offers several types of custom fields that can be selected from the drop-down "field type":

  • Text field
  • Text field multiline
  • Checkbox
  • Date field
  • Combo box*
  • Number field

*The values of the combo box can be entered in the "values" tab.

The different types of custom fields in CashCtrl

Where should the custom field be displayed?

The "Tab" field defines where the sustom field is displayed. If this field remains empty (you can see "More" on a gray background), the Custom field will be displayed in the "More" tab.

Via the ... field you can add and assign names to your own tabs.

It can be defined where the custom field should appear via the field tab

Work with custom fields

Once a Custom field has been added, it can be displayed as a separate column in table views. This allows the information stored in the Custom field to be searched and filtered.

Accessing information from custom fields

Each Custom field gets a unique variable from CashCtrl (e.g. $customField3). This allows to access the values of Custom fields in different places. This works for example in the text of documents (offer, invoice etc.), in the description of an item (orders) or via the HTML of a document template.

The variables can be inserted manually or via the placeholder menu

Custom fields and their value can be accessed via placholders / unique variables

Use case examples

As diverse as business models are, so are the possible applications of custom fields in CashCtrl. Below are some examples of how custom fields can be used:

Example of custom fields on rental receipt