The Customize page allows users to map custom fields to specific objects used throughout the platform. These custom fields can be used to extend the functionality of Ordway to meet specific use cases. 

View Custom Fields

The Overview page displays basic information about the object including the Object Name, API Name, and Description. Navigate to Menu > Setup > Customize.

Add a Custom Field

Add custom fields to specific objects that can be used to extend the data model to meet your unique use cases. All custom fields are automatically available in filters.

Example: A custom field added to the Customers object is automatically available in the filters on the Customer Accounts screen.

Steps:

To add a custom field to an object:

1. Navigate to Menu > Setup > Customize.
2. Click View for the corresponding Object in the Actions Column. 
   
3. Click + Add in the Fields section. 

4. Populate the Custom Field.

There are multiple fields available when creating a Custom Field: 

• Field Label: Field name as displayed in Forms, Modals, and screens across Ordway. Server Type for example.
• Description: Provide a brief description of the field. It appears in the API and on forms, modals, and screens throughout the platform.
• API Name: This is a required field.
  • API Name must consist only of lowercase characters, numbers, and an underscore. No other special characters are accepted. Do not include spaces; an underscore can be used instead. Example: server_type
  • API Name can be no longer than 50 characters. 
• Tooltip Text: Anything added here will appear when the field name is hovered over.
• Field Type: Choose the Field Type such as Text, File, Boolean, Date, etc. from the drop-down menu. Additional fields on screen may update based on the Field Type selected. 
  Important Note: When using the Picklist option, include a blank option labeled None or N/A In order to allow users to clear the field as needed. 
  
• Default Value: Enter a default value to appear in this field.
• Required: When enabled, the field is required for each object when a new record is created or edited.
• Display in Table: When enabled, the field will be displayed in tables for this object throughout Ordway. For example: When a Sales Rep field is created on the Customer object and Display in Table is enabled, a column is displayed on the main Customer screen with corresponding data.

5. Save when finished. 

Inheriting Values as Custom Fields

Ordway also allows you to inherit values from objects to create custom fields. This allows you to inherit things like the Customer ID field from the Customer Object to the Invoice Lines object. 

Inheriting fields for Quote Conversion

Fields can be inherited from a Quote onto a Subscription and also from a Quote line onto a Subscription Charge as long as both objects share the same API Name. 

Steps: 

1. Select Inherited from the Field Type drop-down menu.
   

   - By default, values on inherited Custom Fields are saved at the individual record level.

   - When creating or updating an inherited field, an option displays for all existing records to update with inherited values.

2. Choose the appropriate Object in the Object drop-down.
3. Choose a Field from your chosen object in the Field drop-down menu.