Guides

1. This guide explains the steps to create custom fields for a plugin in erxes, specifically for users, and how to add additional properties.

2. Instructions

Step 1. Go to the Settings section

1. Click on the Properties option.

Step 2. Add a New Group

1. On the left side of the field, you will see a variety of plugins. For example, to create additional data for the Customers user, click Add Group & Field.
2. Create an Add Group:
   1. Click the Add Group button.
   2. In the Name field, enter the Primary Group name.
   3. In the Description section, enter a description of the group.
   4. In the Always Open section, select whether the field will be open every time you enter the task card.
   5. Click the Save button to save.

Step 3. Create Add Property

1. Create Add Property:
   1. Click the Add Group & Field button again.
   2. Click the Add Property button.
   3. In the Name field, enter the name of the field to be created.
   4. In the Group section, select the group name you created earlier.
   5. In the Type section, select the type of field to fill in (e.g., text, option, date, etc.).
   6. Click the Save button to save.

Step 4. Check the field you created

1. Go to the Customer section under the Contacts menu.
2. Refresh and check the newly created field.

Step 5. Adding Fields in Other Plugins

1. An additional field will appear on the right side of erxes' Sales Pipeline card-type plugins.
2. Contacts-type plugins have an additional field on the left side.
3. Field types can be:
   1. Checklist (Select as a list)
   2. Radiobutton (Make a single selection)

4. Things to Note:

5. ✔ After setting all fields correctly, you need to click the Save button and check your changes.
6. ✔ If the settings change is not immediately visible, you can refresh the Contacts section to see the new fields.
7. ✔ Selecting the appropriate field will display the information more efficiently.