Custom fields

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In Uniconta it is possible to create your own fields. You can find the custom fields under Tools/Custom fields Custom fields allow you to create additional fields for a large number of directories/tables in Uniconta. Under the menu item Custom fields you can see all the folders you can create fields under. Notes:
  • Please note that fields created on:
    • "Sales Order" appears on the Offer header and Invoice header.
    • "Order lines" are included on Offer lines.
  • If you create a field on the item and on your order lines that have the same name and type, the field will be posted together with the lines and they will be saved with the invoice lines on the DebtorInvoiceLineClient table.
  • If you use oData, newly created fields will only become available after 24 hours.
 

Local menu for custom fields (Accounts receivable)

  Description of buttons in the pop-up menu for custom fields
Menu Product description
Add field Adds a new field in the selected area (here in Accounts Receivable)
Edit a field Edit an already created field
Copy user fields from another company Here you have the option to copy custom fields from one of your other accounts. Note! You must own the company you are sharing from.
Refresh Refreshes the page after editing the fields
Generate C# class Generate a C# string that can be used in the API
 

Add a custom field

Fields to fill in To create a custom, you need to fill in the following fields:
Field name Field Description
Name a unique name, possibly "fldName", "fldCOaddress" etc. This field is 100 characters long. It is important not to use a name that already exists in Uniconta, as this will create a conflict.
Read more is the text that will be displayed on the page, e.g. name, CO address, etc.
Formatting is used to define the length of a string, e.g. "10", or the content of an enum, e.g. "Yes;No;Maybe" For When selecting different types, there are different formatting options you can use
Type Formatting
String For a length of 25, write 25
Double For 2 decimal places, write n2 For 3 decimal places, write n3 etc. For % characters, write p For % characters without decimal places, write p0For no decimal places, write dFor currency, write c
E-num For options, options are separated by ; and no spaces
Date For format dd-mm-yyyy, type d or dd-MM-yyyy For format dd-mm-yyyy, type dd-MM-yy For format dd. Month yyyy hh:mm, type f For format dd-mm-yyyy hh:mm, type g For format dd-mm, type dd-MM
Group name is the name of the group that the field is placed in. For example, the group above is called "Custom fields" View existing group names by clicking F12 for the shape where you want the field placed.
Type is the choice you make for your input in the field, e.g. string, date, integer, double, enum.
Reference is only used if you want to reference a table.
Face mask
Math means that you can calculate in the field. However, this only applies in the overview, the grid. In other words, if you have created the field on the debtor, you must edit all debtors in the overview (grid) of all debtors, and then you will be able to use the field as a calculation field.
Read-only means that you cannot change the field
Delete if the field should be deleted
Forced if you want to force the user to fill in the field
Hide field is not shown to the user
More Lines Setting this supports multiple lines in the field. Only used in String fields.
Width Allows you to define a width for the field. The unit of measurement is pixels. 1 cm is approximately 37.8 pixels. If a fixed width is used, the text is formatted with word-wrap (the text is there, but if it exceeds the size of the box, only the text that can fit in the box is displayed) You can use Multiple lines to display the entire text.
  Types
Types: The type of field. There are the following options
String Alphanumeric text. If the field is a string, a length can be written in format. For example, "10" and then a maximum of 10 characters is allowed in the entry. It is not a requirement that anything is written.
Boolean "True or False"
Integer Returns an integer
Money Always 2 decimal places and stored on the server in "pennies" or "cents".
Date Only "date"
DateTime Date and time. The server stores the time in GMT format, so if you set the time in Denmark to 19:00, it will show 13:00 in the US, as the time in the US is 13:00 when it is 19:00 here.
Double & Single Returns a decimal number. If you want a specific number of decimal places, you can write n2 for 2 decimal places, n3 for 3 decimal places and so on.
Enum A selection of choices. For example, if you type "Up;Down;Right;Left" in the "Format" field, these 4 options will appear in a dropdown box. It is also possible to click "Multi-selection" to select multiple values.

Examples of custom fields

Custom fields have been created in the inventory here Here is the result on the item card Here are the fields created for the accounts receivable file Here is the result on the debit card

Checkbox, checkbox on the debit card

If you want a checkbox field, e.g. on the debtor card to determine whether a debtor should receive bank statements or not, you can create this field as a Boolean The field will look like this on the debitor card

Enum with Multiselection

Select the Enum type and fill in Formatting with a list of data, separated by ; Ex: Blue;Brown;Green;Yellow;White;Purple;Red;Black Check "check" in Multisection   The result on the product side will look like this.

Referencing tables in custom fields.

If you want a reference to e.g. a custom table from a custom field, special care must be taken. A custom field content is only displayed with the date filter in the layout. The "Clear filter" function does not reload values from underlying tables. It is therefore necessary to save a layout where the entire required date range is stored. For example, enter a <fixed date>.. or e.g. <Year-3.. >  

Delete a custom field

If you want to delete a custom error, you have one of two options.
  1. If it is the last created field in the list of custom fields, you can edit the field and click Delete in the menu.
  2. If it is a field in the middle of the list of custom fields, you need to edit the field and check the Delete box under the custom field.