Custom Fields

You can create custom fields. Currently this is restricted to just one area – Purchase Orders –  above the line items. We have plans to roll this functionality out though to other areas like line items, suppliers and invoices.

custom field above the line

You can create multiple custom fields and use their values to trigger workflows. A typical example will be a buying type – perhaps PO or Credit Card or say a buying category such as Capex or Opex.

To create a custom field, go to Business > Settings > Custom Fields

Custom field

Provide a name, a description and then list option values separated by a semi colon.

Workflows 

You can then use this value as a condition on a workflow entry point or step. An example is shown below:

custom field workflow

in Business Units

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