We're thrilled to introduce a powerful new tool that not only enhances your experience working with 24Slides but also adds an even greater level of flexibility – custom fields! Designed with your unique needs in mind, custom fields bring a new layer of customization to elevate your experience.
Intro to custom fields
Custom fields are strategically developed to serve the unique needs of larger organizations and enterprises, providing a vital layer of customization that can significantly enhance your efficiency and workflow management. This feature is focused on serving the complex structures and requirements of bigger teams.
However, we believe in the power of customization for all sizes of teams. If your team is not that large but you're interested in exploring how custom fields can benefit your organization, we invite you to reach out to our sales team. They are on hand to offer detailed insights into how custom fields can be integrated into your operations and customized according to your specific organizational needs.
Role-based restrictions
Only users with the "Owner" role can create and manage custom fields.
Any user with the order view permission can manage the field values.
Guidelines for team members
While only users with the "Owner" role can create and manage custom fields, all team members must understand how to interact with these fields effectively:
Filling in and editing fields: Even if you cannot create custom fields, being able to accurately fill in the required data when creating an order and edit these fields in the order summary is vital. Ensure you understand the purpose and expected data for each field to maintain data integrity and streamline the order process.
Adhering to guidelines: Follow any specific instructions or guidelines provided by your account owner for each custom field. This consistency is key to leveraging custom fields for greater efficiency and accuracy across your organization’s workflow.
Interacting with custom fields
Owners play a pivotal role in customizing the order management process by creating custom fields tailored to the organization's specific needs. By defining fields such as department, priority, and cost center, owners can structure the workflow in a way that enhances accountability and efficiency across the team. This setup is not just about organization; it’s about making sure that every piece of information has its place, leading to clearer communication and better project oversight.
For team members, interacting with established custom fields will become a part of their daily order management routine. When submitting orders, the presence of these fields ensures all the essential information is captured right from the start. This means less back-and-forth and a more efficient way to manage projects. It’s about giving team members a clear guide on what information is needed, making their contribution more impactful.
Tips for creating custom fields
Clear naming: Opt for the field names that are both descriptive and concise. A well-named field ensures that its purpose is easily understood by all of your team members. Avoid using overly technical or ambiguous terms.
Appropriate types: Choose the field type that best fits the nature of the data you're collecting. For example, for categorical data, employ a select list or checkboxes. This ensures consistency and accuracy in data representation.
Field descriptions: Include clear and concise descriptions for each field. This helps your teammates understand the purpose of the field and how to use it correctly.
Avoid duplicate names: Before adding a new custom field, ensure there's no existing field with the same name to prevent confusion within your team and ensure a smooth workflow.
Custom fields page
To get started with custom fields:
Select Custom fields from the sidebar menu on the left.
Click on Add new custom field.
From the Custom fields modal, you can access the following options:
Title: Name each field clearly to reflect its purpose. This helps users quickly understand what information is needed.
Type: Choose the type of field - single select, text, or checkbox - depending on the kind of data you want to collect.
Description: Provide a description that will help your team to understand the meaning and purpose of the field.
Mandatory checkbox: If a field is essential, mark it as mandatory. This ensures all necessary data is consistently gathered, and your team members are not able to submit an order without filling in this data.
Field Types
When it comes to custom fields, you have the flexibility to choose from three different types:
Single select: This field type allows you to select only one option from a predefined list of choices. It's perfect for situations where you need to categorize or classify your data into distinct categories
Text: The text field type enables you to enter free-form text, giving you the freedom to provide detailed information or descriptions. This is particularly useful when you need to include additional notes or comments related to a specific field.
Checkbox: With the checkbox field type, you can create a simple yes/no or true/false selection. It's a great choice when you need to indicate the presence or absence of a particular attribute or feature.
By offering these three field types, we aim to provide you with the versatility and customization options you need to tailor your custom fields to your specific requirements.
Edit custom field
Feel free to customize the names and details of your Custom Fields to better suit your team's requirements.
To edit a custom field:
Select Custom fields from the sidebar on the left.
Click on the pencil icon next to the field you want to edit.
When editing a single select field, you can:
Change the title
Change value
Add new value
Delete value
Change the description
Note: A custom field's type cannot be changed after it's created because it may lead to data loss.
Delete custom field
To delete a Custom Field:
Select Custom fields from the sidebar on the left.
Click on the trash can icon next to the field you want to delete.
Deleting a custom field in the settings will remove it from all orders.
Q&A
Are there any limitations on the number of custom fields I can create?
There are no limitations on the number of custom fields you can create. This flexibility allows you to tailor the platform extensively to meet your unique requirements and workflows.
Can I change a mandatory field to non-mandatory in the future?
Yes, you can change a mandatory field to non-mandatory in the future. This adjustment allows you to adapt the form fields to evolving needs, ensuring your data collection process remains aligned with your requirements.
What happens to existing data if I modify or delete a custom field?
If you modify or delete a custom field, the existing data associated with that field remains intact. However, if you modify the field in a way that changes its data type or options, you may need to review and update the existing data to ensure consistency. Deleting a custom field typically removes it from projects, but doesn't delete the data already collected; it may simply become inaccessible in the interface. If you need to restore a deleted field, you can contact our support team for assistance.