Custom fields (Custom attributes) – Admin
Define custom attributes for contracts. Create and manage custom fields that appear on contract detail pages and in views for your organization's specific needs.
Custom fields (custom attributes) let you add organization-specific data to contracts, such as "Region", "Owner", "Risk tier", or "Budget code".
Where to manage them
- Admin → Custom Fields (or "Custom attributes").
- Create a new field: give it a name, type (text, number, date, dropdown/list), and optionally allowed values for dropdowns. You may be able to assign the field to specific contract types or make it global.
- Edit or deactivate existing fields. Changing type or options may affect existing data; test on a few contracts first.
How they're used
- Contract detail – Custom fields appear in the Overview or in an "Other" / custom-fields section. Users with permission can edit values.
- Contract views – Custom fields can be added as columns and used in filters and sorting.
- Access and reporting – Contract access rules and exports can use custom field values.
Use clear, consistent names. Field labels can be customized for end users in Settings → Field labels (if enabled). Custom fields are stored in the app and are not synced from external systems unless an integration is configured to map them.
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