How To Create Custom Fields l Advanced Settings l Asset Infinity

Create Custom Fields

Create Custom Fields

Menu Advanced Settings > Custom Fields 

 

If user wants to add any field to the grid, whether it is Asset Master or Location Master, they can create through Custom Fields option. 

 

 
form opens up: 

 


 

FIELD NAME 

DESCRIPTION 

MANDATORY 

VALIDATION 

Form 

User is required to select the Form to which a custom field is to be added, appearing in the Drop-down list in the form field i.e. Asset from to Add custom Field in Asset Master 

Yes 

 

Custom Field Name 

User has to enter name of the Custom field in the respective field 

Yes 

No duplication of name is allowed 

Activity Type 

User can map Activity Type with the custom fields. A user can only map Activity Type with activity form. 

No 

Will only be visible when selected Form is Activity   

 

Field Type 

Depending upon data to be entered in the created Custom Field, the user has to select the Field Type provided in the Drop-down list i.e. for date in asset form user can choose date type 

Yes 

 

Category 

User can map the category with the custom field by selecting from the Drop- down list 

No 

Will only be visible when selected Form is Asset   

Asset Location 

User can map Asset Location with the custom field by selecting from the Drop-down list 

No 

Will only be visible when selected Form is Purchase Order 

Status 

User can map Status with the custom field by selecting from the Drop-down list 

No 

Will only be visible when selected Form is Asset   

Show On Purchase Requisition  

User can map the Custom Field with the Purchase Requisition form by marking in the check box and through the user to show the Custom Field in the Purchase Requisition form  

No 

Will only be visible when selected Form is Asset   

Show On Discard 

User can map the Custom Field with the Discard of Asset Form by marking the check box 

No 

Will only be visible when selected Form is Asset   

Show on Transfer 

User can map the Custom Field with the transfer form by marking the check box 

No 

Will only be visible when selected Form is Asset   

Show on Schedule 

User can view the Custom Field in schedule by marking the checkbox  

No 

Will only be visible when selected Form is Activity   

Mandatory 

If user wants the Custom Field to be mandatory, they can mark the checkbox 

No 

 


(To know more about the 
Activity Type, Category, Purchase Requisition, Asset Location, Status click on...)

Click on Save button to add the field in the form and the Custom Fieldgets added to the form. 

User can view the created custom fields in the Custom Fields ListThere are several columns on the grid that can be viewed as explained below. 

 

 

 

 

FIELD NAME 

DISCRIPTION 

Form 

User can view the Form Type i.e. asset form, location form 

Custom Field Name 

User can view the Custom Field Name 

Field Type 

User can view the Field Type chosen under the given form i.e. date, text 

Mandatory 

If the user chose a custom field as mandatory, then user can view Yes in the grid, if not mandatory then will be No under the mandatory field in the grid 

Created By 

User can view who has created the custom field 

Created Date 

User can view the date on which the custom field is created 

Show On Schedule 

If the user chose the option to Show on Schedule, then user can view Yes in the grid, if not chosen the option, there will be No under the Show on Schedule field in the grid 

Show On Discard 

If the user chose the option to Show on Discard, then user can view Yes in the grid, if not chosen the option, there will be No under the Show on Discard field in the grid 

Activity Type 

User can view the mapped Activity Type with the given custom field 

Show On Purchase Requisition 

If the user chose the option to Show on Purchase Requisition, then user can view Yes in the grid, if not chosen the option, there will be No under the Show on Purchase Requisition field in the grid 

 

 

User can EditViewDelete and Export to Excel for the Custom Fields present in the grid. Only those Custom Fields can be deleted that are not in use. If the user wants to search particular data from the grid, they can apply the universal Search filter. 

 

 



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