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Use cases:
- Local fields - Some institutions put semi structured information in Notes fields. This would eliminate the need for these types of workarounds
- Reporting codes - Institutions add various details to organizations and other records that are later leveraged to build reports or filter records and facilitate workflows
Current implementation of custom fields in users app
Limitations that need to be overcome
- Fields currently must appear within the defined accordion (Not critical)
- Searching and Filtering is currently unavailable (Critical, would need to add this)
- Fields are not easily identifiable by labels in the database
- These fields should be available in Purchase order templates as well. Is this possible?
Workflow
Create custom fields in order app settings
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