Organizations often need to maintain additional information for static data records that is specific to their internal processes. The Static Data Custom Fields feature allows administrators to create organization-specific fields for supported static data entities, making it easier to capture and manage internal information.

Setting up Static Data Custom Fields

The administrator can configure custom fields by selecting the Administrator menu, then My Custom Fields, and finally Static Data.

Administrators can create custom fields for the following entities:

• Bank
• Bank Limit
• Party
• User
• Unit

Click Add New to create a custom field.

Complete the required details:

• Field Label – Name displayed for the field.
• Field Type – Select the type of field (Text, Number, Select, Checkbox, or Date).
• Maximum Length – Maximum number of characters allowed (where applicable).
• Mandatory – Makes the field required when saving the record.
• Tooltip Hint – Displays additional guidance to users.
• Field Description – Provides a short description of the field.
• Status – Enable or disable the field.
• Position – Defines the display order of the field.

Administrators can edit, disable, or reorder custom fields whenever required.

Using Custom Fields

Once configured, custom fields are available when creating or editing the corresponding static data records.

If a field is marked as mandatory, it must be completed before the record can be saved.

Unit custom field for ex:

Exporting and Importing Custom Fields

Custom fields are included in Excel Export, Bulk Import, and Bulk Upload for the following entities:

• Bank
• Bank Limit
• Party
• User
• Unit

Each enabled custom field appears as a separate column in the Excel file, allowing users to export existing values or import new ones during bulk migration.

Audit Log

Changes made to custom field values are recorded in the existing Audit Log. Users can view the field name along with the previous and updated values for supported static data entities.