What are Custom Field Groups?

Custom Field Groups are user defined groups made up of both user defined (UDFs) and clones of Standard fields. Currently, Custom Field Groups- when created- can be present within an item in the Product Catalog and also within a Product Details line item on Quote/ship, Orders, and Shipment Details, as well as on the Additional Details tab on Quote/ship, Orders, and Shipment Details pages.

What Can Be Done with a Custom Field?

Currently, user defined fields (UDFs) can be assigned none or multiple property values:

• Include on Documents (Product Catalog/Product Details only)

  • This includes the UDF within the item description on both the Commercial Invoice and Packing Slip.

    

• Require for Order Saving

• Require for Shipping

Creating a Group

To set up Custom Field Groups, go to Company > UI Settings > Custom Field Groups.

The first thing shown is the grid of existing field groups. If no field groups have been created, it will be empty.

To create a group, select the in the top right corner

Editing the Group - Group Information Card

This is where the group can be named and the screens it should appear on can be selected. This name will be used for the accordion in Product Details, Product Catalog, or the Additional Details card.

If a group is a work in progress, it can be disabled until ready. If Enable Group is toggled off, the group will not be present in the UI.

Editing the Group - Custom Fields Card

Any number of fields can be added to a group.

Field Types:

• Free Text - Enter any text, numbers.

• Dropdown - Create a selectable list of options.

• Number - Input whole numbers only. No decimals.

• Decimal - Input numbers with decimal. User defines max digits after decimal point.

• Date - Pick a date from a date picker.

• Standard Field - Standard fields are pulled from the system and automatically validated. Users can add them to custom groups, but they cannot be edited or renamed.

  • Standard fields are only available for Custom Field Groups created for Product Catalog/Product Details (not for Additional Details groups).

  • Standard fields within a group are essentially copies of the actual Standard field. For example, if Weight is populated for a line item and a Custom Field Group includes Weight as a Standard field, the system automatically maps the value from the actual Standard field to the field within the group. This works in reverse as well—if the actual Standard field is not populated but the field within the group is, the system maps the entered value back to the actual Standard field. If a Standard field appears in multiple groups, changes are reflected across all of them.

    

For each of these fields, the following can be defined:

• Field Name - Name of the field

• Tooltip - Optional - When text is entered, a tooltip icon will appear next to the field on the pages the group is added to. When hovered over, the text entered will appear in a small box.

  • 

• Character Limit - Optional - Set a max for input length. 200 characters is the max

Field Properties

Not required but can be applied to any field:

• Required for Order Saving - Must be filled to save the order

• Required for Shipping - Must be filled to complete shipping

• Include on Documents (Product Catalog/Product Details only) - This includes the UDF within the item description on both the Commercial Invoice and Packing Slip.

  

  • Format:
    Item Number
    Field Name: Field Value
    Field Name2: Field Value
    (etc)

Custom Fields Card - Changing Field Order

Edit the order in which fields appear within a group by clicking and dragging from the drag icon. The order is arranged from top to bottom.

Saving a Group

Once a group has been created or edited, click the Save button in the footer of the Create/Edit screen.

Once saved, the group present in the Custom Field Groups grid.

Custom Field Groups Grid

Within the grid, users can edit an existing group by clicking the pencil icon, or delete a group.

New groups can be created by clicking on the

Users can also rearrange the order that Groups appear on the screens they appear on by clicking and dragging and clicking the Save button at the top of the grid, as seen below.

As with most grids in FreightPOP, the table column arrangement can be edited by clicking the ellipsis > Edit Table Columns. Group Name is purposely locked to the farthest left column and cannot be moved.