Fields can be grouped into specific categories. This helps to organize custom fields for specific usage for different types of records.


  1. First, create a custom field in a module. Choose “Select List” as field type and check “FIELD CATEGORY”. Validate the field modification. 
  2. Edit the values list that will represent the categories ().



Default values can be configured. To define a default value, just select it by clicking in the left square.

CSV/text file of pre-selected values can also be imported.

IDs of each value are on the left if you need it in some function to import data.

Once the fields are created, each new field can be assigned to a general category or to a specific category that you have defined. 


Tips / Hints

Common fields to all categories can still be edited. To do this, just leave the GROUP Field choice as “General Field”.


You can create 3 levels: parent field, sub-field, and sub-sub-field.



For more details, refer to the KB: custom field category option.


Note

Please note that you also have the possibility to select multiple field options for your custom fields (see screenshot below).