Custom Fields Overview

Created by Ivy Thompson, Modified on Mon, 19 Jan at 10:20 AM by Ivy Thompson

Admin: Full Access


Custom Fields are a configuration tool that lets you manage and extend data across your Colateral site. These fields are managed in the Admin section and are accessible only to Admin Users.

With Custom Fields, you can create new data types including:

  • Free-type text fields

  • Dropdown lists (single- and multi-select)

  • Subgroup categories

  • Relationships linking existing data

  • Specialised fields such as schedules, images, attachments, and features

These fields can be deployed across multiple areas of the platform, including:

  • Items

  • Elements

  • Suppliers

  • Assets

  • Campaigns

  • Locations

  • Artwork Briefs

  • Range

  • Bookings

All Custom Fields share some core functionality:

  • Field Names: Each field has a name used as its label by default.

  • Group Field Names: This is the displayed grouped label.

  • Make Fields Required: Add an asterisk to indicate as a required field. The system will prevent saving without filling it in.

  • Text Localisation: Add translations for supported languages.

  • Show Field as Column in List: Add the field to list view tables (limited to certain field types).

  • Filter by this Field in List: Works with radio buttons and ‘Show Field as Column in List’.



List of File Types


Field Type

Core Functionality

Supported in Data Exports

Supports 'Show Field as Column in List'

Text

Single line text input.

Yes

Yes

Array of text

Allows multiple lines of text entries stored as an array.

Yes

No

Multi-line text

Long-form text input across multiple lines.

Yes

Yes

Email

Email input with validation.

Yes

Yes

Date

Standard date picker.

Yes

Yes

Number

Accepts numeric input only.

Yes

Yes

Toggle

On/off switch saved as boolean (true/false).

Yes

No

Single-select dropdown

Single choice selection

User-generated values

These are options created manually by the user directly in the Custom Field setup.

Tag-generated values

These options are pulled from the existing Tags created in the Admin → Tags section.

Yes (excluding Tag Generated)

Yes

Radio buttons

Single choice selection 

User-generated values - These are options created manually by the user directly in the Custom Field setup.

Yes

Yes

Multi-select dropdown

Multiple choice selection.

User-generated values

These are options created manually by the user directly in the Custom Field setup.

Tag-generated values

These options are pulled from the existing Tags created in the Admin > Tags section.

Yes

No

Checkbox

Checkbox UI 

User-generated values - These are options created manually by the user directly in the Custom Field setup.

The same rules apply as ‘Single-select dropdown’ 

Yes

No

Relationship

Links to other database objects (Users, Assets, Locations, etc.).

No

Yes

Image upload

Basic image uploader (JPG, PNG, PDF).

No

Yes

Attachments

Multi-file attachment (PDFs, images, etc.).

No

No

Schedule

Ability to capture frequency by, day, and time.

No

No

Assign Features 

Links Features to an object via a special UI.

No

No

Assign Feature Options

Link Features Options to an object via a special UI

No

No

Assign Elements

Links Elements and manages quantities via a special UI.

No

No

Assign Trading Periods

Allows linking trading periods to an object.

No

No

Artwork Template

Displays available Artwork Approval templates.

(Usage depends on configuration; no automatic business logic applied.)

No

No

Category

Links to the new Category database type.

Yes

No

Hidden

This is a field type whose details are not visible to the end-user.

No

No



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