📖 Afaqy Knowledge Base / AVL / Resources / Custom Fields

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• Second By Second
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• Audit Log </aside>

The Custom Fields section enables administrators to create and manage additional data fields that can be attached to core entities such as Units. Custom fields provide flexibility to capture organization-specific data that is not available in default system fields.

Prerequisites

• Custom Fields must be installed/enabled for your account before it appears in the system.
• Access to manage Custom Fields depends on permissions/settings (only authorized roles can create, edit, or delete custom fields).

Overview

Custom fields allow users to:

• Add tailored fields to existing entities
• Capture extra metadata required for reporting and filtering
• Ensure consistency in data collection across all units and objects
• Tailor the AVL system to specific business workflows

Creating a Custom Field

1. Go to Resources → Custom Fields.
2. Click +.
3. Fill in:
   • Resource type (currently: Units only)
   • Custom field type (Dropdown list, General, Date, Email, Phone)
   • Custom field key
   • Default value (optional)
   • Measurement unit (optional)
4. Click Save.

Editing a Custom Field

1. Locate the field in the list.
2. Click Edit.
3. Update the needed values.
4. Choose whether to apply the changes:
   • Retroactively (update existing records), or
   • From now on (upcoming records only)
5. Click Save.

Deleting a Custom Field

To delete a custom field:

1. In the custom fields table, click the Delete icon :delete: next to the custom field.
2. Click List Trashed :list-trashed: in the table header.
3. From the trash list:
   • Permanently delete the custom field using Delete :delete:
   • Restore a deleted custom field using Restore :restores:

Assigning Custom Fields to Entities

1. Go to Resources → Custom Fields.
2. Create a Custom Field.
3. When creating or editing a Unit, head to the Custom tab.
4. Enter/select the required values.
5. Click Save.

<aside> 💡

Custom fields appear in the Monitoring screen and Reports (when configured), but they are not included in exports.

</aside>

Best Practices

• Name clearly: Use clear, descriptive labels that reflect real business meaning.
• Use Dropdowns for consistency: When possible, use dropdown or checkbox types to avoid free-text inconsistencies.
• Plan before creating: Identify which entities need custom data and plan fields accordingly.