How to: Use custom fields

Custom fields allow you to customize your Inventory to the specific data and workflow requirements of a Company Account

Custom fields are created and managed from the Company Account settings and are specific to one company account. They take the form of dropdown inputs, with options defined by the user.

Set up a Custom Field

1. Click on the 3-dot icon next to the name of the active company account and select Company Account Settings.

   

   Navigate to the Company Account Settings
2. Navigate to the Custom Fields tab

3. To create a new field, click the Add new field block. You can add up to 5 custom fields.

   

   Click to add a new field
4. Fill out the name of the field.

5. Add the field's options by clicking the plus icon on the field and then entering the name of the option.

   

   Create options for the field

Using Custom Fields

1. Once created, custom fields are available on all Emissions Inventory entries.

2. Navigate to the Inventory.

3. Open the detail pane for an entry and scroll to the Custom fields section.

   
4. To view the custom fields in the Inventory table, open the Properties control, and enable the field.

   

   Enable custom fields to view them in the table
5. Custom fields can be used for filtering and sorting in the Inventory.