Step-by-Step Guide to Adding Custom Fields in Dashboard Settings

STEP 1: Click on "Settings" in the Dashboard

• Navigate to the left sidebar of the dashboard.
• Locate and click on the "Settings" option highlighted in red.
• This will direct you to the settings page for further configurations.

Next Step: Go to "Custom Fields".

STEP 2: Click on "Custom Fields" in Company Settings

• Navigate to the "Custom Fields" section in the settings menu.
• Ensure you are on the Company Settings page.
• Look for the highlighted area to confirm your selection.
• After clicking, proceed to the next step by clicking on "Add Field."

STEP 3: Click on "Add Field" to Create a Custom Field

• Navigate to the "Custom Fields" section in Company Settings.
• Click the Add Field button located at the top right of the Custom Fields page.
• This action will allow you to enter details for a new custom field.
• Ensure to fill in all required fields marked with an asterisk (*).

STEP 4: Select "Module"

• Click on the "Module" dropdown.
• Choose "Client" from the options.
• Ensure to fill in the required fields marked with an asterisk (*).
• Review other options like "Field Type" and "Show in table view" as needed.
• Proceed to the next step by entering the "Field Label".

STEP 5: Enter Field Label

• Click on the Field Label input box (marked with an asterisk * for required).
• Enter a descriptive label for the field you are creating.
• Ensure the label is clear and relevant to the data it will represent.
• Proceed to the next step to choose whether this field is required.

STEP 6: Select "is required" Option

• Click on the "is required" section in the form.
• Choose between "Yes" or "No" to specify if the field is mandatory.
• Ensure to fill out other required fields marked with an asterisk (*).
• Review your selections before proceeding to the next step.

STEP 7: Click on "Field Type"

• Navigate to the "Add Field" dialog.
• Locate the "Field Type" section.
• Click on the "Field Type" dropdown.
• Select "Text" from the options available.
• Ensure all required fields marked with an asterisk (*) are filled out.
• Proceed to the next step by selecting "Show in table view."

STEP 8: Select "Show in table view"

• Click on the checkbox labeled Show in table view to enable this option.
• Ensure that the checkbox is marked if you want this field to be visible in the table view.
• Review other fields in the form, such as Module, Field Label, is required, and Field Type.
• Proceed to the next step by selecting Allow export in table view.

STEP 9: Select "Allow export in table view"

• Click on the checkbox labeled Allow export in table view to enable this feature.
• Ensure that other required fields are filled out:
  • Module: Select the relevant module.
  • Field Label: Enter a descriptive label for the field.
  • Is required: Choose Yes or No.
  • Field Type: Select the appropriate type for the field.
• Proceed to the next step by clicking the Save Button.

STEP 10: Click on "Save" to finalize your changes

• Ensure all required fields are filled out.
• Review the options selected, such as "Show in table view" and "Allow export in table view."
• Click the Save button located at the bottom right of the dialog box to save your settings.
• If you wish to cancel, click the Cancel button.