Adding and managing self-defined fields is done via the 'Classic' environment of Portal.
Navigate to this environment via the 'Classic' button.
Add self-defined field
Click on the 'Management' menu at the top right.
Click on the 'Settings' menu.
Click on the 'Self-defined' fields tab.
Click on 'Add field' at the top right.
Enter at least a name for the field and choose a 'Type' field. The field types below are available.
Optionally, a label, description, default value and option values can be entered. Label can be used to group templates. Description concerns a further explanation of the field. The 'Default value' field indicates which default value the field is loaded with when creating a contract. The desired choices for the picklist, multi-picklist, checkbox and radio field types are recorded via the 'Option values' field.
Click 'Save' at the top right.
Field types
Text: free text input field (1 line)
Text area: free text input field (multiline)
Number: field with control for numerical input.
Currency: field with control for numerical input and formatting including thousand separator and 2 decimal places.
Checkbox: field where multiple choices can be selected simultaneously from the options shown.
Radio: field where only one choice can be selected at a time from the options shown.
Pick list: field where one selection can be made from a displayed list.
Multi-pick list: field where multiple selections can be made from a displayed list.
Date: field in which a date can be recorded.
Link object: field to use to link to websites (internal or external). When entering a contract, the field is shown as two elements: URL (website address) and label (description of web address/URL).
Contact: field with which a contact from the 'Address book' can be recorded.
Formula: field in which a value is recorded based on a formula defined for the field.
If a description has been entered for a field, this will be shown with an 'Information (i) icon' next to the field when a contract is called up that includes the field in question. By placing the cursor on the information (i) icon, the description is then displayed.
Adjust self-defined field
Click on the 'Management' menu at the top right.
Click on the 'Settings' menu.
Click on the 'Self-defined fields' tab.
Click on the self-defined field that needs to be changed.
Click 'Edit' at the top right.
Make the changes and then click 'Save' at the top right.
Remove self-defined field
Click on the 'Management' menu at the top right.
Click on the 'Settings' menu.
Click on the 'Self-defined fields' tab.
Click on the self-defined field that should be deleted.
Click 'Delete' at the top right.