Who can use this feature:
- Anyone who's been given the Admin role can add update custom fields
Custom fields allow you to associate data to purchases made by your employees or guests, such as an expense code or department. These fields will appear for all users when submitting the guest invite form and will appear in your team's reporting. Fields can be optional or required, and they can a simple text input or a dropdown list of options. You can add custom fields to each individual traveler and on purchases.
Specifying options for a single select or multi-select custom field:
If you selected a single select or multi-select value type for the custom field you'll need to create a set of fixed options for your team to choose from.
To add a set of options for the custom field do the following:
Step 1: Click on the relevant custom field
Step 2: Click the Add Options button
Step 3: Type the name of the first option that will appear in the list of options employees can select
Step 4: Click Save Options
Step 5: Repeat steps 3 and 4 until you have added all of the options for the custom field
Setting Validations for Freeform Text Fields:
Step 1: To set validations on your custom fields (ie: to make sure only the correct number of characters can be entered) click on the freeform text custom field you'd like to add validation to
Step 2: Click Add Validation
Step 3: Choose from the dropdown menu to validate by minimum characters, maximum characters, or numerical only. Please note more than one selection can be applied to the custom field
Step 4: Input the number that your team requires and click save