Definition
Custom Fields
is a feature that permits you to define your own fields. With the high level of customization, you can define the exact configuration that fits your needs.
The Custom Fields
are created inside Custom Category
which are associated to Folders.
As an example, consider a Folder called "Credit Cards". You may want to create a Custom Category called Credit Cards
including 2 Custom Fields called PIN
and Expiration date
.
Based on this, the 2 Custom Fields will be displayed for each Item stored in the folder Credit Cards
.
Administration
Custom Fields
is a feature that needs to be enabled before being used. For this,
- open Settings page
- select tab
Options
-
enable option
Custom item fields enabled
Notice that you can create Custom Categories and Fields even if the option is not enabled. The option only impact the display of those categories.
GUI
The GUI is made of 2 zones.
The first one shows a Tree made of the Categories and the related Fields.
The second one is dedicated for Categories management (with specific actions).
Add a new Category
Enter the label of Category and click Add Category
button.
This new Category will be added in the Tree in alphabetic order.
Rename and Delete
Those 2 actions are performed the same way. Do:
- select the Category (its name should be added in the text box),
- modify the label (in case of a renaming action),
-
click the button corresponding to your action
Notice that when deleting a Category, all attached Fields are deleted, as all the values in the Database related the Items.
Move a Field
You can decide to move the Fields from one Category to another. Do:
- select the Category (its name should be added in the text box),
- select the Category target (with the drop list),
- click the button.
Organize the Categories
You can decide to organize the Categories in a customer order. For this use the small text box in front of the label and enter a number. The Categories will be sorted by number as primary criteria and by alphabetic as second criteria.
Associate a Folder with a Category
You need to relate the Category to Folders. for this,
- use the Tree
- click the icon
Associated folders
- select the Folders you want (multiple selection is possible)
- click OK button to confirm
The Folders are now associated with the selected Category.
Manage Fields
The Fields are managed through the bottom box.
The exact same feature described above are valid for Fields. The unique difference concerns the Field creation.
Add a new Field
Adding a new field in a Category is performed as this:
- use the Tree
- spot the Category you want to improve
- click the icon +
- enter the label of the field
- confirm with the button
Field data encryption
By default, the data inside the Fields are encrypted.
You may disable encryption using the key symbol in front of the field definition.
Information
Notice that when creating a new sub-folder of a Folder that is associated to Custom Fields
categories, this new folder will inherit of those categories.