Samples Custom Field Manager

Below you will find steps on how to create custom fields within your Samples database.

Written by Leslie T

Last published at: May 2nd, 2023


Samples Field Manager allows you to manage your standard fields and custom fields in Contacts.


  1. Find the Samples Field Manager page in User menu on the top right corner of the site, a drop down list will open and you will need to select  Samples Field Manager. Note that there is a user privilege required in order to access this page.



  2. Then click on the Custom Fields tab


  3. To add a new custom field, click on "Create Custom Field" in the upper right corner of the page.




  4. Define the name of your field and the field type

    Field Types:
    • Dropdown List: A dropdown list will appear, allowing you to select a pre created option
    • Date Picker: Select a date range using a calendar.
    • Free Text: Allows you to type freely 
    • Dropdown Multi Select: Allows you to pick more than one option from a drop down list
    • Country: Allows selection of one country



  5. Configure any other desired settings and then click Create.

    Other options available:
    • Allow Truncation: Upon import, allow field value truncation if length exceed 200 characters.
    • Locked List: This is a feature that prevents new values to be created upon import. If this setting is turned on, all values being imported must be pre-created in order for the import to be successful. This is useful when importing using excels. We recommend turning this off if using data integrations for import processes.
    • Required Field for Inventory: Select this if you would like this field to be mandatory for Imported or Live inventory.
    • Required Field for Master List: Select this if you would like this field to be mandatory for Master List samples.
    • Prevent Mixing: Don't allow items with different values to be mixed in Send Out. This can be used for fields that denote exotic vs non-exotic materials. If adding a sample that is marked as "Non-exotic", another sample cannot be added that is marked as "Exotic" because these shipments may get held up in customs.


Delete

FYI

Custom Fields that are configured will also be added to your Sample Excel template for all future imports.