Create and Manage Custom Fields

In the DiliTrust Entities Module, you can create new data types to model complex relationships in your data.
This feature is called Custom Fields.

Only users with admin privileges can set up and configure Custom Fields.

• How to Access
• Optional Settings
• Grouping by Category
• Field Usage

To Access the functionality, open the platform under:

How to Access

Navigate to:
Configuration > Data Customization

In this section, you can review, filter, and create Custom Fields.

Click “Create a Field” to open a popup where you can configure your new field.

The following fields are mandatory:

• Field Title: The name of the Custom Field (e.g., “Example #1”), with support for multi-language input in multinational instances.

• Entity: The entity type the Custom Field is linked to. Options include:

  • Task

  • Events

  • Documents

  • Bank Accounts

  • Shareholders

  • Shares

  • Companies

  • Costs

  • Individuals

  • Mandates

  • Representatives

  • Faculties

  • Delegations

  • Contracts

  • Litigations

• Type: Defines the data format. Types are grouped into three main categories:

  • Standard Types

  • Content (used to link another entity)

  • Reference List (not covered in this section)

If Content is selected, you can specify the entity type that the Custom Field should link to.

Optionally, each Custom field can be made:

• Historizable: to track changes in the value of the fields itself.
• Mandatory: to oblige each new entity instance to specify a value for that Custom Field.

Optional Settings

Each Custom Field can also be configured to be:

• Historizable: Enables tracking of value changes over time.

• Mandatory: Requires users to provide a value when creating or editing an entity.

• Conditional (Reference list only): whether we want to activate conditional fields that depends on the choice form the list. 

• Multiple (Reference list only): if we want to give the possibility to attach multiple values from the list to our custom field

Grouping by Category

For Custom Fields linked to Companies, Individuals, Contracts, or Litigations, you can define a Category to group related fields.

For example, you might create categories based on departments, such as:

• HR (Human Resources)

• Operations

Field Usage

Once the Custom Field is configured, it will appear under the Extra Information section when creating or editing the corresponding entity.

N.B. In the case in which the Custom Field is set to be Mandatory, all future editing of the Entities linked with the Field will have to insert a value for this field, even though the custom field was not existent when the record was created.