How to Create and Manage Custom Fields in Base
Why Custom Fields Matter in B2B Operations:
Many B2B service providers experience the frustration of spending significant amounts on consultants just to customize their systems. What if there was a simpler and more cost-effective way to adapt the system to your business needs?
The Base Way: Custom Fields for Personalized Operations:
At Base, we understand that every business operates differently. That's why we offer Custom Fields, an efficient solution for capturing and managing data that aligns with your specific business model. Custom Fields are not just an addition, but a robust feature that allows you to enhance, secure, and streamline the information you manage every day.
Here's How You Can Maximize Your Operations with Custom Fields:
Versatility across Tables:
Our custom fields are not limited to one aspect of your operations. You can incorporate them across various tables including:
Jobs
Charges
Expenses
Invoices
Purchase Orders
...and more!
1. Types of Custom Field Schemas:
Depending on your requirements, Base allows you to choose from various field schemas to best represent the data you’re capturing.
2. Special Reference - "custom_field" ID:
You may notice a field called “custom_field” ID across forms.
What’s it for? This ID serves as a reference field, an integral component when you're leveraging our custom document generator. So, the next time you're customizing a document template, this ID will be your go-to for pulling specific data.
A Walkthrough on Creating and Managing Custom Fields:
1. Access Point:
Ensure you have admin access. Above any table, you'll find the Custom Fields button at the top right corner. Click this button and a drop down will appear with two options. Click the Customize option.
2. Opening the Configuration Modal:
This action will present a modal, where you can either edit an existing field or initiate the creation of a new one.
3. Adding a New Field:
To begin, select Add Custom Field at the top of the modal.
You will be prompted to input relevant details about your new custom field.
Notice the Required toggle? Turn it on if you want this field to be mandatory.
Editing an Existing Field:
Spot the field you wish to change and hit the Edit button next to it.
Make your updates and save your changes.
4. Final Step:
Once you’ve filled in the necessary details for your custom field, click the Add Custom Field button at the bottom. Your new data collection point is now a part of the table!
Taking it a Step Further with Permissions:
Once you have set up your custom fields, you can easily control who can view and edit them. Simply head over to the Permissions Management section in Base to customize the visibility and accessibility of your custom fields for different users.
Empower your operations with Base’s customizable features. Need assistance or keen on exploring more? Base’s extensive knowledge base and devoted support team are ever ready to guide you. Harness the full potential of your B2B operations today.