The fields in the custom module can be customized based on your requirements.
Configure Access
Access to a particular filed can be defined based on the roles in Zakya. You can either grant Read and Write, Read only permission, or choose to hide the field.
To configure access
- Go to Settings > Preferences > Items.
- Click the Field Customization tab.
- Click the Down Arrow > Configure Access.
- Specify the permission and click Save.
Add custom fields
Apart from the default fields, custom fields can be added to the Items module. A maximum of 46 custom fields can be added.
To add custom fields
- Go to Settings > Preferences > Items.
- Select the Field Customization tab and click + New Custom Field.
- Enter the label name (field name) and specify the date type from the drop down list.
- Specify the default value to be displayed in the field if required.
- Click Yes if you want to the field to be mandatory.
- Click Yes if you want this field to be displayed in transactions and PDFs.
- Click Save.
Last modified 1y ago
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