Managing Custom Fields

Custom Fields allow Administrators to customize their instance of mbrella.

Custom Fields are available for the following Categories:

• Organization
• Document
• Item
• Classification *
• Export Detail *

Available Custom Field Types:

Text	Most common field type. A basic validator is provided to specify allowed characters: Upper case, lower-case, numeric, and min / max field lengths values
Number	accepts only Numeric values.  Allows user to specify MIN and MAX values. ex: Age, min/max: 1 / 120
URL	Only VALID fully qualified URLs will be allowed
Date	Date-picker widget provided.  Date stored in ISO8601 format
Checkbox	provides simple true/false checkbox
Dropdown	You may specify a comma-separated dropdown list of options. Best practice: no spaces in list ex: "Apple,Orange,Kiwi"
Email	accepts only valid email addresses.

Creating a Custom Field

Select "Custom Fields" from the Admin menu to view a list of all existing Custom Fields configured for your instance.

Field	Description
Field Association	Which Domain Object is this Field associated with.
Field Type	Choose the best field type to suit your needs. Field Types listed above
ISO Code *	* CONDITIONAL: ISO Code only available for Classification and Export Detail Objects.  This optional field enables an administrator to target a field to ONLY appear for a select country. You have the flexibility for a field to apply to ONE or ALL  Classification/Export elements.
Code	a unique programmatic code given to the field.  Recommend a camelCase name. This is the FIELD KEY and can be used for integrations (via api) or visible in CSV extracts.
Label	Field Label visible to users in view / edit screens
Help Text	Description text for users if they need more detail
Required	Checkbox.  If Checked, Users must populate it correctly in order to save the current record.
Minimum Length	Optional. Specify the minimum accepted length for a field value. (available only on relevant field types)
Maximum Length	Optional. Specify the maximum accepted length for a field value. (available only on relevant field types)
Minimum Number	Optional. Specify the minimum accepted number value. (available only on NUMBER field type)
Maximum Number	Optional. Specify the maximum accepted number value. (available only on NUMBER field type)
Field Validation (regex)	Allows user to specify a javascript regex validation. Helper available by clicking '?' button. (available only on relevant field types)