Overview This guide walks you through the process of using Custom Fields in Trendspek. Custom fields allow you to track additional data points on your assets and annotations, ensuring organised and structured data management.
Understanding Custom Fields
Custom fields enable you to add specific data points such as text fields, numeric values, dates, currency, URLs, or users.
Custom field are organised into templates.
[See also: Template Field Types]
Understanding Scopes
Custom Fields have a scope. Scope controls how widely the custom field can be used.
By default, the scope of a custom fields is used within one template.
However, a company-scoped custom field can be used across all templates within the company's portfolio.
Creating a Custom Field
Navigate to the Custom Fields section.
Click on Add Custom Field.
The 'Add Custom Field' panel will then appear on the right side of the screen.
Adding a Custom Field
Enter the Name and Description.
Select the Scope:
Company – The custom field will be available across all templates within the same company.
Template – The custom field will only be available for the selected template.
💡 (If Scope is set to Template) Select the specific template where this custom field will be used.
3. Select the Field Type from the options below.
URL Field – Allows users to input a web link.
Short Text Field – Accepts a single line of text for brief descriptions or labels.
Long Text Field – Supports multiple lines of text for detailed information.
Single Select Field – Users can manually add specific options to choose from. If Allow User Defined Values? is set to Yes, users can add additional options when modifying template data.
Multi Select Field – Similar to Single Select but allows multiple choices. If Allow User Defined Values? is set to Yes, users can add additional options when modifying template data.
Date Field – Enables users to select a date from a calendar picker.
Currency Field – Allows numeric input with currency formatting.
Number Field – Accepts numeric values for measurements or calculations.
User Field – Displays a list of users based on the chosen asset. If Allow more than one user? is ticked, multiple user selections will be enabled.
(Note: Once you tag a user, they will receive a notification via email.)
Changing the Scope of Custom Fields
You can change the scope of a custom field by choosing one of the following options:
Promote – Convert a Template-level custom field into a Company-level custom field.
Demote – Convert a Company-level custom field into a Template-level custom field. Select the specific template where this custom field will be used.
Delete or Edit a Custom Field
To delete a custom field, click the ❌ icon.
To edit the name, description, or options of the custom field, click the ✏️ icon.
