Accessing Custom Fields
Step 1: Navigate to the Quality Section
In Elevated Signals, go to the Quality section.
Click on Custom Fields. This is where all your custom fields are managed and organized.
Step 2: Find the Relevant Schema
Custom fields are sorted by different schemas such as batch types, work order types, location types, and inventory products.
For this guide, we’ll focus on Inventory Products.
Creating Custom Fields for Inventory Products
Step 1: Search for Your Product
In the Custom Fields page, use the search bar to find the inventory product you want to customize.
Once you find it, select the product to open the form builder.
Step 2: Set Up Custom Fields
The form builder for custom fields works similarly to other form builders in Elevated Signals.
You can add various types of fields, such as:
Text Field: For short text entries.
Text Area: For longer text entries.
Numeric Fields: For numbers (e.g., weights, quantities).
Checkboxes: For binary options (e.g., yes/no).
Drop-down Lists: For predefined options.
Date/Time Fields: For date and time entries.
Step 3: Example Setup: Gross and Tare Weights
Add a Numeric Field for "Gross Weight" and label it accordingly (e.g., "Gross Weight (g)" to indicate grams).
Duplicate this field or add another Numeric Field for "Tare Weight."
After setting up your fields, click Update in the top right corner to save these custom fields as part of the product's form.
Important Considerations
Adding vs. Removing Fields: Adding new fields is safe and will not impact historical data. However, removing fields could result in the loss of information in older inventory records where those fields were used.
Using Custom Fields in Work Orders
Step 1: Apply Custom Fields in a Work Order
Navigate to the Work Orders page.
Select any existing work order and choose an output inventory item.
Pick your example product (e.g., "Example Product 7 Gram Formula").
Step 2: Enter Custom Field Data
When you’re filling out the work order, the custom fields you set up (e.g., Gross Weight, Tare Weight) will appear at the bottom of the form.
Enter the relevant data into these fields.
Step 3: Review Inventory with Custom Fields
Once you’ve created the inventory, the custom field data will be attached to the inventory record.
You can view and edit this information in the inventory section.
Reporting on Custom Fields
Custom Fields in Reports: Custom fields are included in our monthly opening inventory detailed reports.