Custom Field

The forms in StrideERP have a fixed set of fields, but if you need to collect additional information that is not covered by these fields, you can add a custom field to the form to meet your specific needs.

1. Pre-requisite

No Pre-requisite required

2. How to create a Custom Field

To create a new Custom Field, go to:

Admin > Build > Custom Field


You can also go to Customize Form and add, edit or remove a Field in a particular Form.

2.1 Additional Details

  1. Options: This field is useful when you need to provide specific information or when you want to specify data. For example, if you choose the field to be a 'Select Field', you need to enter the available options to select from.
  2. Fetch From: If you want to create a custom field that links to another form, you need to select the "Link Field" type and specify the form to which the field should be linked. For instance, to create a "Project" custom field in the "Item" form, you need to set the field type to "Link," and enter "Project" in the "Fetch From" field to ensure that the field is updated with all the necessary form types.
  3. Fetch If Empty:This checkbox prevents the existing value from being replaced by the Fetch From option for this field.
  4. Default Value:Provide the value that you want to be displayed by default for this field.
  5. Depends On:You can set a rule here for when the field should be shown. For example, in the Item document type, the fields "Asset Category" and "Asset Naming Series" will only show up if the "Is Fixed Asset" field is selected. The rule that determines this is called the "dependency condition," which in this case is "is_fixed_asset."
  6. Field Description:You can write a description for the field, which will be displayed under it in the form.
  7. Permission Level:By setting the Field Level Permissions, you can choose which roles in your organization will have the ability to edit a particular Field.
  8. In Preview:If you check the "Show Preview Popup" option for a document type, any fields you select will be included in the popup that appears when you hover over links to that document type, such as in a list view or other link fields.
  9. Width:This option allows you to set the width of the Field when viewing the Form in a Grid View.

2.2 More Properties

  1. Is Mandatory Field: Checking this box will make the field mandatory to be filled before submitting the form.
  2. Unique: This box should be checked when you want to ensure that the value of the field is unique. This is useful for fields that require a specific code or identification number.
  3. Read Only: Checking this box will make the field non-editable. The value of the field will be auto-fetched from other fields.
  4. Hidden: Checking this box will hide the field from the form.
  5. Print Hide: Checking this box will hide the field when the form is printed.
  6. No Copy: Checking this box will prevent the field from being copied in the form.
  7. Allow on Submit: Checking this box will allow changes to the field even after the form is submitted.
  8. In List View: Checking this box will make the field visible in the list view of the document.
  9. In Standard Filter: Checking this box will make the field a standard filter in the list view of the document.
  10. In Global Search: Checking this box will enable searching for the field in the global search.
  11. Bold: Checking this box will make the field type bold.
  12. Report Hide: Checking this box will hide the field from reports.
  13. Ignore XSS Filter: Checking this box will allow viewing the field without the HTML tags.
  14. Translatable: Checking this box will enable the field to be translated using custom translations.
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