Control Panel

Custom Fields 

Custom Fields are dynamic data fields that allow you to report, filter and navigate more quickly throughout Backbone. You can create Custom Fields for Products, and Components. When configuring these fields, we recommend thinking about what information you need to report on or need to view on Tech Packs. 

Creating Custom Fields: 
  1. Click into the Control Panel section of the Admin
  2. Click the Add Icon in the bottom right corner to open the Add Custom Field modal 
  3. Select a Section for the Custom Field to appear in: Product or Component
  4. Type in a Name for the Custom Field 
  5. Select the desired Field Type such as a Text-Area, Checkbox, Date, Number, Dropdown, etc. 
    • Note: If you select the Dropdown field type, type in the menu options that you want to appear. Enter them one-by-one, hitting "Enter" after each one.
  6. Click the "Make Public" checkbox to display the Custom Field on your tech pack, or leave it unchecked to hide from your Tech Pack.
  7. Click “Save” after filling out the information. Your Custom Field will then appear on the list of Custom Fields in your Control Panel.
  8. For Product and Component Custom Fields you can uncheck "All Categories" or "All Types" to create Custom Fields for only certain Product Categories or Component Types.
  9. To re-order the custom fields in a more intuitive way, click and drag them into the desired order.
Editing Custom Fields:

Here, you can Add, Edit and Delete information from an existing Custom Field. Simply click the Edit icon that appears to the right of that Custom Field name.

  • If you would like to Delete an option from a Dropdown menu Custom Field, you can click the "X" to the right of that field to remove it.
  • You also have the ability to re-order the options in a drop-down menu by using the drag/drop function to the left of the option name, or click "Sort Asc Order" to sort alphabetically.
Organizing Custom Fields:

Rearrange the order in which the Custom Fields appear by selecting the dots to the left of the field name and dragging them into the desired order.

Disassociate Custom Fields from Component types:

There may be situations where you would like a Custom Field for only specific Component types. For example, you only need Supplier for Materials and Trims, not Packaging or Process.  

  1. Click the Edit icon to the right of the Component Custom Field name.
  2. Scroll to the bottom of the window where it says "All Component Types" and expand the view by clicking the arrow button.
  3. Uncheck any of the boxes for categories that need to be removed as well as any subcategories.
Disassociate Custom Fields from Product Categories:
  1. Click  Edit icon to the right of the Product Custom Field name.
  2. Scroll to the bottom of the window where it says "All Categories" and expand the view by clicking the down arrow.
  3. Uncheck any of the boxes for categories that need to be removed as well as any subcategories.
Copying and Deleting Custom Fields: 
  1. Check the box to the left of the Custom Field that you need to Copy or Delete.
  2. Click Copy icon or the Delete icon in the upper right corner of the screen. Note: you can only do this one at a time. 
    • Copy fields to save time when creating multiple fields that have a similar setup. You can create a field, copy it, and then modify the copied version rather than having to start from scratch each time.
    • Delete fields if they are no longer needed. When doing this, be careful, as the trash can holds a lot of power. Select "Delete Items" to delete the custom fields and any items that have that field filled out. Select "Unlink Items" to remove only the field, not the items will that field filled out. Before you Delete a field, we'd recommend to create an Item Master with that Custom Field selected for all Products or Component, then export the data to CSV. This way you have a hard copy of any data that was deleted. Here's a recording to show you this: 
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