Custom Fields

Custom Fields added at the global level will appear on all the entities created on the related level. For instance, if you add a global Custom Field for Sales Orders, then ALL Sales Orders will feature the Custom Field.

Global Custom Fields can be added and managed in the Custom Fields settings by navigating to Company → Settings → Company → Customizations → Fields.

In addition to global Custom Fields that are present on all entities created on the associated level, Striven also has type-specific Custom Fields that are only displayed on entities of that specific Type. For example, if a Custom Field is added for a particular Sales Order Type, it will only be present on Sales Orders of that Type.

Type-specific Custom Fields are available for the following entities:

Custom Fields on a type-level are located by clicking on the waffle menu in the top left corner of the Type – Info page, next to the Type Name.

The process of creating type-level Custom Fields is the same as for global Custom Fields. However, type-level Custom Fields are only visible on the Type for which they were created.

Custom Field Sections provide a methodical way to group and categorize your Custom Fields, ensuring that data collection is aligned with the specific context of the information being gathered. By creating designated sections, you can effectively compartmentalize your Custom Fields, making data entry more intuitive and efficient.

Whether you’re working with global Custom Fields or type-level Custom Fields, you will follow the same steps when adding Custom Field Sections.

You can create a new section by scrolling to the bottom of the Custom Fields Settings page and clicking on the Add Section option there to trigger the Add Section popup.

Alternatively, you can add or edit sections by clicking on the Manage Sections button. This displays the Manage Sections popup with options to add sections, edit existing sections, or deactivate sections.

• Note: The Custom Fields Settings pages provide you with a default Additional Info section already added to your system. This section does not have any default Custom Fields, so you won’t see the section displayed in the system unless or until Custom Fields are added to it.

To add a new Custom Field Section, click on the blue Plus (+) icon. This displays the Add Section settings wherein you will enter a Name for the section, as well as a section Description if you so choose.

The Description field can be used to identify the information you’re trying to gather within the related Custom Fields, instructions for filling out the Custom Fields, or any other descriptive information you wish to display there.

The Section Description will display above the Custom Fields in the Custom Field section. This Description field is for internal purposes only and will only display for users within your Striven system, not in read-only modes or in the Customer/Vendor/Career Portals.

After you have entered the Name and Description, click on Save & Close to create the Custom Field Section. This returns to the Manage Sections popup with a list of the Custom Field Sections. When you’re finished adding or editing sections, click Close to return to the Custom Fields Settings page.

The process of creating Custom Fields is consistent for both global-level and type-level fields. The primary distinction lies in where they are created within the system. Global Custom Fields are managed within Company Settings, whereas type-level Custom Fields are managed from the Type Settings page of the specific entity, such as a Sales Order Type.

To create a new Custom Field, click the Plus (+) icon. This will open a popup where you can select the desired field Type. Choosing the appropriate field Type is crucial for accurate data capture. For instance, if you are dealing with budgetary information, a currency field would be the most suitable choice.

After a field Type is chosen, you can then decide if you would like to make the field Required and in some cases Encrypted as well. Making a field Required means that users must input data into that field before they can save their progress and move on. This is useful for critical information that should not be omitted. Setting the field as Encrypted adds a layer of security to protect sensitive data. Access to view or edit the encrypted data is managed by maintaining a list of authorized users, which can be set when turning on the encryption option.

To manage Custom Fields in Striven, you have several options for creation, organization, and control depending on whether you are working with global Custom Fields or type-specific Custom Fields.

Global Custom Field Management

The Custom Fields Settings page contains a drop-down list of entities for adding or managing Custom Fields. Custom Fields can be added in many areas throughout Striven, including Candidates, Company Assets, Customers/Vendors, Divisions, and Employees. Any Custom Field that is created at the global level will appear on the associated entity regardless of the Type selected.

1. Page Actions: There are two (2) options located in the top-right corner of the page:
   • Expand/Collapse: Extends or reduces the screen view to optimize and adjust to viewing the page on various device screen sizes.
   • Settings Menu: Offers three (3) options:
     • Settings: Displays your page access settings and provides a button to request access to permissions needed for access to the info on the page.
     • Make Landing Page: Updates the current page to be your Landing Page when you sign in to Striven.
     • Helpful Links: Links to useful resources outside of Striven to provide further information related to details on the current page.
2. Choose Entity: Allows you to choose from the drop-down list which area of the system for which you would like to add or manage Custom Fields.
3. Manage Sections: Enables you to manage Custom Field sections. This is also where you will look to Add new Custom Field sections. This feature will enable you to save different sections per system entity.
4. Include Inactive Sections/Fields: Displays any sections or fields that have been previously marked as inactive. Once viewing inactive sections/fields you will have the ability to mark them active again.
5. Section Name: Indicates the nature of the information related to the Custom Fields within the section.
6. Add Custom Field: Allows you to add a new Custom Field to the section. This will initiate a popup of choices, which are discussed further in this guide below.
7. Name Column: Displays the name of all active Custom Fields in the section. The name is hyperlinked to allow for easy editing of the Custom Field settings.
8. Type Column: Displays what type of data is being captured in the related Custom Field. The different Custom Field Types will be described below.
9. Rearrange Tool: Allows you to rearrange the Custom Fields in the section by clicking the dotted icon to drag/drop the Custom Field to the desired placement in the section.
10. Deactivate: Makes the Custom Field inactive and removes it from displaying in the Custom Field section of the related entity.

Type-Level Custom Field Management

Custom Fields at the type level are managed from the waffle menu of the Type Settings page. Depending on the Type of entity you’re adding the Custom Field for, there may be additional Custom Field options for specific uses. For example, Contract-Managed Sales Orders can have type-level Custom Fields that are set to be displayed on the Sales Order Approval page, or a Task Type can be set to display certain Custom Fields when marking a Task Done.

The Custom Field Settings pages function almost identically at both type and global levels. The only variations are the location from which you access the pages and the inclusion of the entity selection field. Remember, this field, found only at the global level, allows users to designate the specific entity to which the Custom Field settings will apply.

As previously mentioned in this guide, one Custom Field Type you can utilize is Custom Lists. Once a Custom List is created, it will be added to the global page of Custom Lists. There you can view, create, and manage Custom Lists as needed. By clicking the Add button, you will be able to add a new Custom List, which will then be available for new Custom Fields that use the field type Select value from Custom List Items.

To add or manage Custom Lists, navigate to Company → Settings → Company → Customizations → Lists.

1. Add: Opens the Add Custom List page with fields for List Name and List Items.
2. Page Actions: There are three (3) options located in the top-right corner of the page:
   • Search: Opens a Search popup with filters for Name and Status to help narrow down the results and locate the exact Custom List for which you are searching.
   • Expand/Collapse: Extends or reduces the screen view to optimize and adjust to viewing the page on various device screen sizes.
   • Settings Menu: Offers three (3) options:
     • Settings: Displays your page access settings and provides a button to request access to permissions needed for access to the info on the page.
     • Make Landing Page: Updates the current page to be your Landing Page when you sign in to Striven.
     • Helpful Links: Links to useful resources outside of Striven to provide further information related to details on the current page.
3. Filters: Displays the current filters used to show the results on the page. You can also click on the Filter icon to edit the filters.
4. Sort: Switches the sorting order of the search results between ascending and descending alphabetical order.
5. List Name: Identifies the Custom List and provides a link to edit the related settings.
6. Deactivate: Marks the Custom List as inactive so it cannot be selected for use with any Custom Fields. Inactive Lists can be reactivated by filtering the search options to display inactive lists and then clicking on the green Activate icon next to the Custom List you wish to reactivate.

When deactivating Custom Fields in Striven, the system checks to make sure that the Custom Field is not being used as either a filter or column in any active custom reports. If it is, there is an error notification that displays noting how many reports are using that Custom Field which is hyperlinked to load the Reports page, automatically filtered to show only the reports to which the user has access and are using that Custom Field. This will make it easier to remove the Custom Fields from the reports or to deactivate the reports.

• Note: Users will only see reports that they have access to on this page, so if there are other reports using the Custom Field, the user will have to contact their system administrator or someone with the appropriate report access to continue the process of deactivating the reports or the Custom Field.

After your Custom Fields have been created, users can enter the relevant information in them when they display in the area of the system for which they were created. Below is an example of how Custom Fields can appear based on their display settings.

With this Custom Fields Guide, we’ve covered managing global Custom Fields, adding new fields with various data types (e.g., alphanumeric, date, currency), and configuring field options. We have also explained Custom Field Sections, Types, and Display Types, as well as how to create and manage Custom Lists for use within Custom Fields. Additionally, we’ve discussed Entity Level-Specific Custom Fields for specific entity types and provided information on completing Custom Fields.