To perform administration actions on Categories, navigate to Project Settings > Checkout > Custom Fields.
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Only users with the Administrators project role can view and edit the Custom Fields Categories administration page in Checkout. |
Each item can optionally have custom fields to aid in creating a procurement request.
Creating Category Custom Fields
There are two ways of creating a custom field in a Checkout category.
Custom fields can be created directly from the Edit Category screen, or
they can be created independently, then selected in each pertinent Category (in the Edit Category screen).
Create Field in Specific Category
Navigate to Project Settings > Checkout > Categories
Category Configuration: Select the category you wish to edit or create a new one.
Field Configuration: In the category settings, click on 'Configure fields'.
Adding Custom Fields:
Select the 'Custom' tab.
Click on 'Add Custom Field'.
Choose to associate an existing custom field with the category or create a new one.
Saving Changes: Ensure to save your modifications to apply the changes.
Navigate to Project Settings > Checkout > Custom Fields
Adding Category Field:
Click on 'Add Category Field'.
Enter the field name, description, and select the field type.
Save the field.
Repeat the process to add more fields if necessary.
Associating Fields with Categories: Return to the category list and associate your newly created custom fields with one or more categories.
You’re All Set!
Now that you’ve created one or more custom fields, you can now use them in your items, as long as each of those items are associated with the category which has been associated to your custom field(s).
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