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Custom Columns

Navigation: Administrator → Custom Columns

Custom Columns allow administrators to extend any screen in the platform with additional data fields - without code changes. Users can then filter, sort, and export data using those custom fields.

Purpose

  • Add organisation-specific fields to any table (e.g. internal category codes, planning flags, custom references)
  • Make custom fields filterable so users can use them in Advanced Search
  • Control the order in which custom columns appear in the Advanced Search list

Managing Custom Columns

Adding columns

  1. Navigate to Administrator → Custom Columns
  2. Select the target Table from the list
  3. Click the edit icon on that table row
  4. Click + to add a new column
  5. Enter: Column Name, Column Type (text, number, date, boolean), and whether the column is filterable
  6. Click Save

The new column is immediately available on the target screen. It appears in column management and in Advanced Search if marked as filterable.

Editing columns

Click the edit icon on a column row to modify its name, type, or filterable setting.

Deleting columns

Click the delete icon on a column row. Data stored in custom columns is removed along with the column definition.

Changing column priority

Drag column rows to reorder them. The priority order controls the sequence in which custom columns appear in the Advanced Search tag list across all screens.

Columns

Column Description
Table The screen or data entity this column applies to (e.g. Item Master, Purchase Orders)
Location Where the custom column appears (header level or line level)
Filterable Columns Number of custom columns marked as filterable for this table
Default Columns Custom columns shown by default in the table view
Non-Default Columns Custom columns available but hidden by default (user can add them via column settings)