Subscription Custom fields

Introduction

This article describes how Seller Admins can add Custom Fields to Subscriptions for syncing and displaying specific data. Custom Fields enable organizations to capture additional information during the Subscription purchasing process and display this data across various platform sections.

In this article:

• Create and edit Subscription Custom Fields
• Configure Custom Field options
• View Custom Fields in different sections

Create and edit Subscription Custom Fields

To create Subscription Custom Fields, navigate to Settings → Custom Fields → +Add new.

Custom Fields can be configured with the following options:

1. Name: Add a descriptive name for the Custom Field
2. Entity: Select Subscription from the available entity options
3. Type: Choose between:
   • Text
   • Number
   • Checkbox
   • Single select drop-down
   • Multi-select drop-down
4. Required: Choose whether the field is mandatory
5. Modifiable: Choose whether the field can be modified after initial configuration
6. Organization access: Choose which Organization the field will be available to
7. Role access: Choose which roles will have access to the field
8. Vendor access: Choose for which Vendor Subscriptions to make this Custom Field configurable

Configure Custom Field options

When creating Custom Fields, you can specify detailed configuration options:

Field types available:

• Text: For free-form text input
• Number: For numerical values only
• Checkbox: For yes/no or boolean selections
• Single select drop-down: For selecting one option from a predefined list
• Multi-select drop-down: For selecting multiple options from a predefined list

Access control options:

• Organization-level access: Restrict field visibility to specific Organizations
• Role-based access: Control which user roles can view and edit the fields
• Vendor-specific configuration: Limit Custom Fields to specific Vendor Subscriptions

View Custom Fields in different sections

During Subscription purchase

Subscription Custom Fields display in the "Additional details" section when purchasing a Subscription. Customers can input required information before completing their Order.

On Subscriptions page

Custom Fields data displays in the "Additional details" section on individual Subscription pages. This allows users to view the captured information after Subscription creation.

On Invoice pages

Subscription Custom Fields also display on Invoice pages, providing comprehensive visibility of Subscription details throughout the billing process.

The Custom Fields data appears in a dedicated section showing:

• Subscription name and details
• All configured Custom Field values
• Customer information related to the Subscription

Summary

This article guides Seller Admins through creating and configuring Subscription Custom Fields to capture additional data during the Subscription purchasing process. Custom Fields provide flexibility to collect organization-specific information and display it across multiple platform sections including Subscriptions pages and Invoices. Proper configuration of field types, access permissions, and Vendor restrictions ensures Custom Fields function as intended for your organization's needs.

Related content

• Custom fields Overview
• Order Custom fields
• Organization Custom fields