Introduction to Custom fields
This is additional info that can be added to an Organization or a Subscription and can be viewed only by the access role ,that was selected during creation of respective property.
For example, if you need to sync additional customer profile details from your CRM and display them in the platform, you can add them as custom fields and configure how they should behave - whether the field should be required, which roles should see it and whether anybody should be able to update it.
If you sell to partners who also have AppXite platforms of their own, you can also set up custom fields for all your partners at once. This way you will simplify their onboarding process, and they can still customize their own custom field settings later if needed.
How to Create and Edit Custom fields
- ONLY Seller admin & Distributor admin can Create/Edit the Templates under Custom fields.
1. During creation you can select:
Name of the Custom field
Entity: choose between Organization or Subscription
Newly created templates will also be propagated to existing Organizations and Subscriptions.
Type: choose between Text, Number, Checkbox, Single select drop-down or Multi-select drop-down
Checkbox: "is required" and/or "Only allow to set value once"
If Template is created as "is required", existing Customer organizations or Subscriptions must fill in the properties that are set as mandatory.
Available to Organizations: You can choose between "Only me"(Reseller you are currently located on), "Me and Partners" or "Only Partners"
Available roles: this let's you choose which access role can view/edit configured Custom field, any access role can be selected.
If "Available to roles" are not set then all roles from list will be able to see and edit custom properties records.User access to specific sections/places may affect it (e.g. organization profile, invoices).
2. After creation, all properties can be Edited (by Distributor admin or Seller admin), except for Entity and Type.
Deleting a template from Custom Fields
IF a field is utilized on an existing Organization or Subscription, you will have to Confirm this prompt. By accepting you are choosing to delete this from the platform entirely:
Use cases where the additional fields/templated can be put
1.Reseller has billing contact and it should not be disclosed to the Customer.
Creating a Text Field that can be seen only by the Reseller, would provide a solution for such type of scenario.
1. Name: Reseller Billing Contact
2. Entity: Subscription
3. Type: Text
4. List options - Custom fields
5. Checkbox: is required
6. Available to Organizations: Only me
7. Available roles: Seller admin
Seller admin can custom fields to contracts. Use them to enrich contracts with additional customer details, important reference numbers and other contract specifics.
Once added, it can be found in the fields on the contract details page, under the profile of your customer.
Distributor would like to assign a credit risk score to all entities.
Creating a Multi-select drop-down Field that can be viewed only by Distributor admin.
It provides a drop-down option, to assign credit risk score on an Organization.
Name: Credit Score
Type: Multi-select drop-down
Checkbox: is required
Available to Organizations: Me and Partners
Available roles: Distributor admin
You can view how the Custom properties can be added/edited and are displayed here: Custom fields UI portral