Custom Field Settings Module

How to Load This Modal ?
 

To reach the configuration screen, follow this path:
 

1. Click your Profile Name and select the Settings Gear.
    

2. Navigate to the Biz1 Settings tab.
    

3. Open the Customize Customers And Projects module and select - Field.

How to Create and Configure Fields
 

• Step 1: Define Field Logic
   

  • Select Type: Choose from 18 specialized formats, including Text, Date, Phone No, Formula, and Automation.
     

  • Mandatory Labels: Every field must have a Hebrew Label and an English Name to ensure cross-language compatibility.
     

  • Behavioral Rules: Toggle Show/Hide status, mark fields as Require (mandatory), or set Dependency rules so fields only appear when specific conditions are met.
     

  • Save & Deploy: Once saved, the field is stored in the organization’s extra_fields and instantly appears in the management list on the right.
     

• Step 2: Advanced Security (Optional)
   

  • Encryption: For sensitive data, enable Encrypted data.
     

  • Secure Access: Set an Encrypted Data Password to ensure that only authorized users can decrypt and view these specific values.
     

Custom Field Types Directory

Every custom field type is engineered for a specific data behavior. Here is a concise breakdown of the options available in the Type dropdown:

• Text & Communication:
   

  • text: Standard single-line input for names or short notes.

  • tel: Specialized input for Phone Numbers.

  • email: Validates and stores Email Addresses.

  • textarea: Multi-line box for longer descriptions or comments.

  • Link: Stores clickable URLs/web links.
     

• Numbers & Math:
   

  • number: Only accepts numeric values for quantities or prices.

  • formula: Automatically calculates values based on other fields (e.g., 1*{field_a}+{field_b}).
     

• Selections & Logic:
   

  • yes\no: A simple two-option toggle (configurable labels).

  • Radio: Multiple-choice list where only one option can be selected.

  • Checkbox: Multiple-choice list where several options can be checked at once.

  • select(options): A dropdown menu with optional "multiple" selection or sub-menus.
     

• Time & Scheduling:
   

  • Date: Calendar picker for regular or Hebrew dates; can also calculate age.

  • Hour: Specific time/clock input.

  • Date Hour: Combines both date and time into one field.

What the Help Guide:

When you click the Help (i) icon, you open the system's Formula Syntax Guide. This window acts as a technical "cheat sheet," teaching you how to write logic that allows fields to calculate themselves automatically.
 

1. Date & Time Calculations
 

The guide explains how to calculate differences between dates using:

calc(days:#field1#-#field2#)
calc(months:#field1#-#field2#)
calc(years:#field1#-#field2#)
 

You can:
 

• Calculate age

• Calculate remaining days

• Compare two date fields

• Use #todaydate# for current date calculations

• Use #date_created# for customer created date

2. Adding / Subtracting Days 
 

You can add or subtract days from a date and
numeric field:

calc(days:#field_name#+5)
calc(days:#field_name#-10)
calc(days:#field_name#+#number_field#)
 

This allows:

• Automatic due dates

• Expiry dates

• Reminder dates

• Service period extensions

3. Data Formatting Functions
 

Concatenate (Join Fields):

concat(field1,field2,field3)
 

Used to combine multiple text fields into one.
Split (Break Data):

split(field_name,2)

Used to extract part of a value.

 

4. Math & Group Totals
 

The guide shows how to calculate totals using:

{sum:group_name:field_name}
 

You can:
 

• Add grouped numeric fields

• Combine multiple calculations

• Apply arithmetic operations (+ -)
  
  Example:
  {sum:group_name:field_name} - 5

Where is Custom Field Setting Located?
 

The system provides two primary ways to view and interact with your custom data, depending on whether you are managing a list or a specific customer profile.
 

1. The Quick-View Toggle (Dashboard List)
 

When viewing a list of customers, you can control visibility instantly using the Field button in the top toolbar.
 

• On/Off Control: Clicking the Field button opens a dropdown menu where you can toggle specific custom fields (like date_normal or custom_phone_no) on or off.
   

• Instant Columns: Activating a field here adds it as a column to your dashboard, allowing you to see specific data points for every customer at a glance.
   

2. The Customer Profile View (Detailed Entry)
 

Once you click into a specific customer's profile, the fields transition from list columns into functional data entries.
 

• Type-Specific Rendering: Fields are displayed according to their assigned type, such as Date Pickers, Yes/No Toggles, or Text Areas.
   

• Folder-Based Layout: The profile sidebar (e.g., Mission, Payment, Invoice) and the visible fields are determined by the folder the customer belongs to.
   

• Actionable Buttons: Specialized fields like Button links or Automation buttons appear within the profile, allowing you to trigger workflows directly from the customer's page.