Create a new custom field

This article will guide you through the process of creating a new custom field to store your own data against area and location records.

Required time: 2 minutes

Getting started

Access your Organisation Administration Home page. If you're unsure how to do this, use this article.

1. Select Custom Fields from the navigation menu, and then
2. Click Create new custom field at the top of the page.

To create your new classification, get started from the Classifications page within the navigation bar.

Step 1 - Choosing the type of custom field

Select the type of data you want to store within the custom field against your records.

The type cannot be changed layer, so it's important to choose the most appropriate type so it displays correctly and the UI can generate the best input for changing values.

Click Continue to move on.

Step 2 - Custom field settings

Give your custom field a name and then make changes to any other settings to meet your requirements.

Make sure you give your custom field a name that reflects its use. The description is really only a backup to provide more information to a user if needed.

Settings specific to number-type custom fields

Number-type custom fields have additional settings that allow you to format how they will appear to users.

As an example, if you were creating a custom field to hold the average sale value, you might use USD as the prefix and limit display values to 0 decimal places. A stored value of 1138.74 would then display as USD 1,138.

Click Continue to move on.

Step 3 - Choose which layers use the custom field

It's now time to specify which layers you would like to use the custom field on. Note that your layers are organised into groups by country to make finding them easier.

Clicking a country header will expand or collapse the group. Clicking a layer will select/deselect it.

Click Continue to move on.

Step 4 - Review and finish

The final stage simply confirms your choices through this process. If you've made a mistake, now is the time to go back and correct it.

Most processes in Vision end with a confirmation of your changes, allowing you to correct any mistakes before saving.

Click Save and close to complete the process.