Custom Fields are an easy way to customize your CoreBridge system to more efficiently meet the needs of your business. These unique fields are located throughout the system where you might want additional information specific to the topic and how it applies to that particular customer, employee, or item.
Table of Contents
Understanding Custom Fields
Custom Fields are highly customizable, not only in the information they contain, but also in appearance and location. This enables you to easily input and reference important information right where you need it. For this example, we will be working with Custom Fields found in Estimates.
Note: Custom Fields can be created and edited at any time in Settings / Custom Fields.
Location
a. Quick Custom Fields - Information for a Quick Custom Field is found in the Estimate Details Tab under the Custom Field Heading.
b. Custom Fields Subtabs - These Subtabs are located under the Custom Fields Tab within an Estimate.
Note: The Quick Custom Fields will show under the Custom Fields Heading in the Details Tab of whatever part of the system you are working in. Custom Fields Subtabs will show in the Custom Fields Tab of whatever part of the system you are working in. This article is using Estimates as an example.
Note: After creation, these Custom Fields are located as shown below.
Formatting
c. Section - This adds a new Section, or heading, in the Subtab under the Custom Field Tab.
Note: In the Quick Custom Fields, this has already been created as the heading Custom Fields and cannot be removed or added again.
d. Group - This adds an additional Group Header underneath the Custom Fields Heading or Custom Fields Tab.
e. Spacer - Adds an empty line of space.
f. Splitter - Formats fields side by side.
Inputs
g. Single-Line Text Input - This creates a text field which allows you to type a single line of text.
h. Multi-Line Text Input - This creates a text field which allows for multiple lines of text.
Note: Numbers may be included in both the Single and Multi-Line Text Input.
i. Number Input - This creates a field for inputting numbers.
Note: Letters will not show in this field, it is for numbers only.
j. Toggle - This will insert a toggle button. This is helpful for Yes/No or On/Off questions.
k. Radio/Checkbox Group - Adding this will allow you the opportunity to list several options. Radio will show as round icons you can select between. Checkbox shows as square boxes.
Note: Radio only allows one selection from the list. Checkbox lets you choose more than one option.
l. Checkbox - This inserts a single Checkbox.
m. Dropdown - This allows you to create a list of options to choose from in a dropdown format.
n. Date/Time Picker - This inserts a dropdown that allows you to select a Date and/or Time when clicked on.
Note: When adding the Date/Time Picker, you will be given the option to choose if you would like just the Date, just the Time, or both.
Labels
o. Single-Line Label - When adding this, you can customize a single line of informative text. It will then be inserted with an information icon that will show the text when hovered over it.
p. Multi-Line Label - Adding this allows you to input more information, using multiple lines of text as needed. It will then be inserted with an information icon that will show the text when hovered over it.
q. Web Link - This allows you to add a clickable link.
Example: This can be helpful for adding a specific customer's website to their Contact Details.
Custom Fields Screen
a. Quick Custom Fields - If you would like your Custom Field to show under the Custom Fields heading, you would click the icon here.
b. This Move icon appears when the Subtab is hovered over, allowing you to reorder your Subtabs by dragging and dropping.
c. This ellipsis appears when the Subtab is hovered over, giving you the option to Rename, Set Inactive, or Delete.
d. Custom Fields Subtabs - If you would like your Custom Field to show in a subtab under the Custom Fields tab, you would click the Green Plus icon here.
e. Custom Fields - These are the elements that make up the Custom Fields and can be dragged and dropped one at a time into the Form Designer below.
Note: More information on each of these Custom Fields is available above.
f. Edit View - This allows you to add and edit your Custom Field.
g. Preview for Computer - Clicking this will show you how your Custom Field would appear on a computer screen.
h. Preview for Phone - Clicking this will show you how your Custom Field would appear on a phone screen.
i. This ellipsis allows you to clear the Form Designer.
j. Custom Fields List - Click on any of the items listed here to open up the side panel for more information or to edit.
Note: This list contains both the Quick Custom Fields as well as the Custom Fields Subtabs that you have created. The grey bars indicate those that are currently shown in the Form Designer.
k. Within the Form Designer, any of the elements can be dragged and dropped to reorder them.
l. This ellipsis gives you the option to Edit.
m. This ellipsis gives you the options to Edit, Remove from Form, or Delete.
Custom Fields Side Panel
The Side Panel can be opened by clicking on any Custom Field from the Custom Field List found on the right side of the Custom Fields Screen. Each Custom Field Side Panel will have slightly different information, though the Details section and the Preview are always included. Information here can be edited at any time.
a. This ellipsis opens up to give you the options to Remove from Form, or Delete.
b. Details - The Details heading is present for every Custom Field Side Panel and contains basic information.
c. Label - Give a name to the Custom Field you are adding. This will be visible in your system.
d. Variable Name - This will automatically populate and match the Label above. This can be changed, if desired.
Note: Variable Names can not be repeated on multiple Custom Fields.
e. Help Tip - This field allows you to create your own help tip. The system will automatically add in a help tip icon if this field contains information.
f. This checkbox makes filling out this Custom Field required in the area of the system in which it is found.
g. Preview - This box will show you a preview of what your Custom Field will look like in the system.
h. You will need to click Save in order to keep any changes you make to the Custom Field.
Creating a Custom Field
To create a Custom Field, navigate to Settings / Custom Fields.
Note: This article will walk you through an example Custom Field using Estimate as the Record Type. Using this information as well as the information above, you can make your own Custom Field for any area of your system.
1. Click the Green Plus button.
Note: This will automatically open up a dropdown menu allowing you to then select which area of the system where you would like to create a Custom Field.
OR
1. Click below directly on the area of the system where you would like to create a Custom Field.
2. Choose where you would like the Custom Field to be visible.
Note: Quick Custom Fields are located under the Custom Fields heading in the Details tab while the Custom Fields Subtab can be found within the Custom Fields tab.
Note: If you choose to create a Custom Fields Subtab, you will need to click the Green Plus icon.
3. Drag and drop to create your custom Formatting, Inputs, and Labels.
Note: After dropping your item into the section below, a window will pop-up with more details to further customize your selection. An example of this will be shown below.
Note: Adding a Spacer or a Splitter will not result in a pop-up.
Each pop-up window will vary slightly depending on what you have added to your Section. For this example, we will be looking at adding a Radio/Checkbox Group. Fill in the appropriate information with what is pertinent to the element you are adding.
Note: Fields with a red asterisk are required.
4. Label - Give a name to the Custom Field you are adding. This will be visible in your system.
5. Variable Name - This will automatically populate and match the Label above. This can be changed, if desired.
Note: Variable Names can not be repeated on multiple Custom Fields.
6. Help Tip - This field allows you to create your own help tip. The system will automatically add in a help tip icon if this field contains information.
7. Select this checkbox if you would like to make this field required information when working in this part of the system.
8. Click Next Step to continue.
Note: Formatting and Label elements do not have a second step in the pop-up. Those items would display a Done button here.
Input elements will have a second pop-up that allows you to fill in more information. The fields for each element will vary slightly. Fill in the information as needed depending on which one you have selected.
Note: Fields marked with a red asterisk are required.
9. Group Type - Choose the type of group you would like to add.
10. Options - Click the +Option under the Options heading to create the labels on your Radio Group.
11. Click Done.
12. If everything appears correct, click Save.
13. After closing the Side Panel, you can check the appearance of your Custom Field by selecting either the Preview for Computer or Preview for Phone.
