Adding a New Custom Dictionaries
In the "Administration\Plugins\CRM\Custom Directories" menu you can create custom dictionaries with flat list of values. To do this you must specify a unique directory code and its name.
Fields Setting
Click on "Fields" button to configure what fields will be presented on Custom Directory page.
Create fields you want and make them required or visible in the grid (on Custom Directory page). You can configure field's properties by pressing 'Properties' button. If no additional fields are created, there will be only 'Name' by default.
| Field Types | Describtion |
|---|---|
| System | 'Name' field. This field is created by default and can not be deleted. |
| String | Text field. One line, no more than 255 symbols. |
| English name | Text field to store English field's name. Is used for JIRAs where English is not default language. Don't forget to check 'To search by' in field's properties to have field searchable with English turned on in your system. |
| JIRA User | JIRA User picker field. |
| Checkbox | Checkbox |
| Date | Date field |
| Number | Number field |
| List of values | Create a dropdown list with values to select. The same as for Companies Directory's 'List of values'. Example of list: "1:Lead;2:Client;3:Concurent;4:Partner;" - type it into Properties / 'Field values'. |
| Directory | Select Custom Directory to take values from it. |
Using a Custom Dictionary
You can add, delete or edit custom dictionary records through "CRM\Directories\Custom Directories" menu.
