User Defined Fields
User Defined Fields
User Defined Fields (UDFs) let you extend CifraHQ entities with extra fields that are specific to your company. When you add a UDF to an entity such as Products or Invoices, a new column prefixed with U_ is added to that table and the field becomes available on the corresponding form. This follows the same model used in SAP Business One.
Where to find it
Go to Setup > User Defined Fields.
User Defined Fields, the custom columns you add to entities and documents.
Supported entities
UDFs can be added to the following entities, organized by area:
Master Data: Products, Customers, Vendors, Warehouses, Accounts
Sales: Quotes, Sales Orders, Deliveries, Invoices
Purchasing: Purchase Orders, Inventory Receipts, Bills
What the list shows
| Column | Description |
|---|---|
| Entity | The table the field belongs to |
| Field Name | The database column name, always starting with U_ |
| Label | The display label shown on forms (optional; defaults to the field name) |
| Type | The data type of the field |
| Max Length | Maximum number of characters for Text fields |
| Sort Order | Controls the order the field appears among other UDFs on the form |
| Required | Whether the field must be filled before saving |
Field types
| Type | Description |
|---|---|
| Text | Free-form text, up to the configured max length |
| Integer | Whole numbers |
| Decimal | Numbers with decimal places |
| Date | A date value |
| Yes/No | A checkbox (boolean) |
Creating a field
Click New and fill in the form. The Field Name must start with U_ followed by letters, digits, or underscores (for example, U_CustomerRef). The Label is optional - if left blank, the field name is used. Save to create the column immediately.
Only administrators can create or delete UDFs.
Tips
- Choose the narrowest type that fits your data. Text with a short max length keeps data entry consistent.
- Use Sort Order to control where your custom field appears relative to other UDFs on the form.
- Deleting a UDF removes the column and all data stored in it. This cannot be undone.
Related: Users · Customers · Vendors · Products · Invoices · Vendor Bills · Employees
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