Introduction and Overview

The platform now allows Super Admin users to create and manage Organization Custom Fields. This enhancement enables organizations to configure additional fields specific to their business requirements and apply them at the company level, providing greater flexibility in capturing and managing organization-specific data.

Organization custom fields can be grouped into tabs and assigned to specific companies for better organization and visibility. This structured approach ensures that custom data fields are applied consistently across relevant organizations while maintaining clear separation between different field configurations.

Accessing Organization Custom Fields

To create or manage organization custom fields, follow these steps:

1.     Navigate to Setup.

2.     Select Custom Fields.

3.     Open Organization Custom Fields (URL: #organization/fields).

This page allows administrators to create tabs and define custom fields associated with organizations.

Creating a New Tab for Organization Fields

Custom fields are organized within tabs, allowing administrators to group related fields together for better usability and organization.

Steps:

1. On the Organization Custom Fields page, click New Tab.

2. Enter the following details:

• Tab Name – A descriptive name for the tab

• Description (optional) – Additional context about the tab's purpose

3. Click Save to create the tab.

Once created, the tab will be available for adding custom fields.

Adding Custom Fields to the Tab: After creating the tab, add the required custom fields to capture organization-specific data.

Steps:

1. Select the newly created tab.

2. Click to add the desired custom fields.

3. Configure field properties such as:

1. Minimum Value – Set the minimum allowed value for numeric fields

2. Maximum Value – Set the maximum allowed value for numeric fields

3. Required Field – Mark the field as mandatory

4. Placeholder Text – Add hint text to guide users

4. Click Save after configuring each field.

Multiple custom fields can be added within the same tab to capture all required organization data.

Assigning the Field Set to a Company

After creating the custom fields, the tab must be assigned to a specific company to make the fields available for organizations under that company.

Steps:

1. Navigate to Setup → Companies (URL: #setup/companies).

2. Select the desired company.

3. Open the company record and go to More → Info.

4. Access the Settings tab.

5. Locate the Organization Field Set dropdown.

6. Select Company Level Field Set.

7. Choose the tab created earlier from the available options.

8. Click Save to apply the configuration.

This assignment ensures the custom fields are applied only to organizations associated with the selected company.

Viewing the Custom Fields in an Organization

Once the field set is assigned to a company, the custom fields become visible in organization records:

1. Navigate to Setup → Organizations (#setup/organizations).

2. Open any organization associated with the configured company.

3. Go to the Info section.

The newly created tab and its custom fields will appear within the organization record, ready for data entry.

Localization of Organization Fields

A new enhancement allows administrators to localize Organization fields after they have been created. This helps support multilingual portals by displaying field labels in different languages based on user preferences. How It Works:

• Once an Organization field is created, administrators can update its localization for different languages.

• The localization settings can only be edited after the field has been created.

• When a localized label is added for a language, it will be reflected on the Overview page when users view the organization details.

Display Behavior for Localized Fields

Localized field names display differently depending on where they are viewed:

• Overview Tab: Displays the localized field name based on the user's selected language.

• Info Tab: Continues to display the default field name instead of the localized version.

Key Benefits