Manage Custom Fields

Contents

Overview

The Customize page allows you to create and manage custom fields for objects across the platform. Custom fields help extend Ordway’s data model to support unique business requirements.

View Custom Fields

1. In the left navigation menu, click Setup → Customize. The Customize page is displayed.
   
2. The Customize overview page displays the available objects and their basic details:
   1. Object Name
   2. API Name
   3. Description
3. Click View in the Actions column to manage custom fields for a specific object.
   

Add a Custom Field

Custom fields can be added to objects to capture additional data relevant to your business workflows. Fields added to an object are automatically available in filters and relevant screens.

Steps

1. In the left navigation menu, click Setup → Customize. The Customize page is displayed.
   
    
2. Click View for the corresponding object (Example: Credits).
   
3. In the Fields section, click + Add. The Add Custom Field dialog box is displayed. 
   
4. Enter the required field details.
5. Click Save.
6. Example: A custom field added to the Credits object is automatically available in filters on the Credits page.
   

Custom Field Settings

The following configuration options are available when creating a custom field.

Field Label (Required)

The display name of the field shown across forms, modals, and screens.

Description

A brief explanation of the field. This description appears in the API and across relevant screens within the platform.

API Name (Required)

Used for system reference and API integrations.

Requirements:

• Must contain only lowercase letters, numbers, and underscores
• Spaces and special characters are not allowed
• Maximum 50 characters
• Example: server_type

Tooltip Text

Displays helpful information when users hover over the field label.

Sync Existing Records

Enable this option to apply the default value to existing records.

• New records automatically receive the default value.
• When creating a field: existing records with empty values are populated with the default value.
• When updating the default value:
• Empty records are updated
• Existing values has no change

Note:  The sync runs once as a background job to maintain system performance. You can monitor the job under:

• Operations → Logs → Background Jobs
  

Field Type

Select the type of field to create, such as:

• Text
• File
• Boolean
• Date
• Picklist
• Inherited

Additional settings may appear depending on the selected type.

Important: When using the Picklist option, include a blank option such as None or N/A to allow users to clear the field.

Default Value

Defines the value automatically applied to new records. If Sync Existing Records is enabled, this value can also be applied to existing records.

Required

When enabled, the field becomes mandatory when creating or editing records.

Display in Table

When enabled, the field appears as a column in list views for that object across the platform.

Display in Customer Portal

When enabled, the field is visible in the Customer Portal.

Note: To display custom fields in the Customer Portal, ensure they are configured under: Setup → Portal Setup

The following screenshot shows how the created custom field appears in the Customer Portal.

Audit Fields

The Audit Fields configuration allows administrators to select specific fields within a module that should be tracked for changes. When any of the selected fields are modified, the system records the previous value and the updated value in the audit log.

You can configure and track up to Configure audit tracking for up to 10 fields per company. Up to 20 fields are supported in higher environments.

This helps organizations maintain data transparency, compliance, and change tracking across key financial records.

Select Fields for Audit Tracking

To configure audit tracking for a module:

1. In the left navigate menu, click Setup → Customize. The Customize page is displayed.
2. Click View for the desired object.
3. Scroll down to the Audit Fields section.
4. The page displays a list of available fields for the selected module.
5. Select the fields you want to track by checking the corresponding checkboxes.
   
6. Click Save to apply the configuration. Only the selected fields will be monitored for changes.

Field Selection Limit

The system allows tracking of up to 20 fields per module. The counter at the top of the page shows how many fields are currently selected.

View Audit Logs

Once the audit fields are configured:

1. In the left navigation menu, click Operations > Credits. Go to the module where the Audit logs are configured. Example: Credits.
2. The Credits page is displayed.
   
   1. Open the record where changes occurred. Or click the three-dot menu (⋮) next to the record.
3. Click Logs > Audit Logs.
   
4. The system displays the Audit Logs for that record.
   
5. Select View to open the event details.
   
6. The system displays detailed information about the selected audit event. Refer Audit logs for more information

Audit Log Information

Each audit log entry includes the following details:

Important Notes

• Audit tracking applies to updates made through both the UI and API.
• Only fields selected in the Audit Fields configuration are tracked.
• The feature supports tracking for multiple modules including finance modules.