Custom fields management

Custom fields management

This gives you the option to create your own customized fields and to use them in the virtual document folder.

You need the input field "customer number"? With just a view clicks they are available for you.

And that also in advanced search and document folder lists. To the fields can be field types assigned and even default values.

Customized fields are valid for one or all archives.

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Direct integration into virtual document folders (Subfunction 1 from 9)

All self-created custom fields are available directly in the virtual document folder.

Starter-Edition
falseStarter-EditionBasic-Editionavailable from Business Edition

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Direct integration in advanced search (Subfunction 2 from 9)

The advanced search will automatically detect if you have created custom fields and offers a targeted search in these fields.

Starter-Edition
falseStarter-EditionBasic-Editionavailable from Business Edition

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Direct integration with document folder list (Subfunction 3 from 9)

Managing custom fields

Starter-Edition
falseStarter-EditionBasic-Editionavailable from Business Edition

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Managing custom fields (Subfunction 4 from 9)

You can create as many as you want custom fields and manage them.

Starter-Edition
falseStarter-EditionBasic-Editionavailable from Business Edition

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Freely selectable field names (Subfunction 5 from 9)

The name for user-defined fields can be freely selected and will be later used in the entire Realify PaperOffice™ DMS.

Starter-Edition
falseStarter-EditionBasic-Editionavailable from Business Edition

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Definition of field types (Subfunction 6 from 9)

It can be predefined, which type of entries should be in the new field. (Text: any input is allowed, numbers: only integer digits allowed, amount: amounts are allowed, date: only date entries are allowed, automatic number: only numbers are allowed)

Starter-Edition
falseStarter-EditionBasic-Editionavailable from Business Edition

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Setting default values (Subfunction 7 from 9)

Should the new field be already filled with a value, so this can be set in advance (text, numbers, amount).

Starter-Edition
falseStarter-EditionBasic-Editionavailable from Business Edition

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Archives cross fields (Subfunction 8 from 9)

Custom archives belongs by default only to the current archive. On command they can be made available also in all available archives of the current database.

Starter-Edition
falseStarter-EditionBasic-Editionavailable from Business Edition

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Category related fields (Subfunction 9 from 9)

Custom fields are by default always available and visible. However, if you do not need a particular field in a particular category view, so you can hide this field there. The field in the document folder list will then automatically be replaced by the following box.

Starter-Edition
falseStarter-EditionBasic-Editionavailable from Business Edition

This module includes a total of 9 subfeatures

0 from 9 thereof in Starter-Edition
Buy from 59.00 Euro Trial version
0 from 9 thereof in Basic-Edition
Buy from 99.00 Euro Trial version
9 from 9 thereof in Business-Edition
Buy from 229.00 Euro Trial version
9 from 9 thereof in Corporate-Edition
Buy from 399.00 Euro Trial version

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