Customization
Fields and logic this company has added: labels for the ten spare fields every table carries, custom fields held in a schema of their own, and the company’s own validations. None of them blocks an upgrade.
10 steps · 5 questions · 4 screens on this shelf
The screens on this shelf
Workspace
Additional Fields
Ten spare fields on every master, transaction and line table — five text, three number, two date — already on every screen, hidden until someone switches one on from a list’s Columns menu or a form’s More fields. Rename one here if you want your own name for it, or to put it on everybody’s screen by default.
Open
Workspace
Field Requirements
Make any field of any screen mandatory for this company — header or line, on every save or only before a step such as Submit, Approve or Post — including the fields a later step of the business flow reads. Fields the product requires stay required.
Open
Workspace
Custom Fields
Fields your organization has added to any screen, report or dashboard. Stored outside the core tables and joined on, so the product is never modified.
Open
Workspace
Custom Logic
Validations, computed values and defaults your organization has written, as expressions evaluated in a sandbox that can reach nothing but the record being saved.
Open
Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.