Custom fields can be created in Avarni when the fields in your uploaded file does not match any existing Avarni fields.
Some examples of custom fields are: Regions, procurement codes, supplier codes.
Content:
Create a custom field
To create custom fields in the spreadsheet to be imported, you will need to add a new column with the name of the custom field. You may add as many as you wish.
To create custom fields, follow these steps:
1. Go to Settings on the bottom left.
2. Click Custom Field.
3. Click on Add Custom Field:
4. Enter the Name for your custom field.
5. Select if the field should be active or inactive.
6. Click Create.
Add a custom field to your import
To add a custom field to your import, you will need to click on the + (see below highlighted in yellow), and select the applicable template field.
Highlighted in yellow: This is the field that is in the file you have imported. Once you have selected +, it will be moved to ‘Columns in your file’.
Template Fields: This is an Avarni field (if you have created a Custom Field - refer to above steps, you will see this field available in this drop down).
Delete a custom field
To delete a custom field, follow the below steps:
1. Click on ⋮ against the applicable Custom Field Name.
2. Select Delete and then type in the name of the custom field to confirm:
3. Click Delete.
Edit a custom field
To edit a custom field, follow the below steps:
1. Click on ⋮ against the applicable Custom Field Name.
2. Select Rename and then type in the name you would like to update:
3. Select the tick box to update the name:
