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How to create Custom Fields?
How to create Custom Fields?

Here's a step-by-step guide to enabling and creating custom fields.

Updated over 2 weeks ago

Prerequisites

Before you begin, make sure:

  • You have the admin role.

Step-by-Step Instructions

Step 1: Access Admin Console

  • Log in to ProcureDesk and navigate to the admin console.

  • Click on "Configurations".

Step 2: Enable Custom Fields

  • Under Company Settings > "General", locate the checkbox to enable custom fields and ensure it is checked.

  • Save the changes.

Step 3: Manage/Create Custom Fields

  • Navigate to Configurations from the left menu > "Other Settings" > Manage Custom Field.


Step 4: Add a Custom Field

  • Click on "Add Custom Field." Check the "Used in Document" box to determine where the custom field will appear. Provide a name for the custom field and configure additional settings as needed.


​Additionally, You can select the placement of the custom fields based on how they will be used in documents from the Custom Fields List page.

Step 5: Create the Custom Field

  • Click "Create Custom Field" to save your changes.​


FAQ

  1. Can custom fields be edited or deleted once created?

  • Custom fields cannot be deleted if they are currently in use within a document. However, you can edit their configurations or deactivate them if needed. Access "Manage Custom Field" to make these adjustments.

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