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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 TypesDescribtion
System'Name' field. This field is created by default and can not be deleted.
StringText field. One line, no more than 255 symbols.
English nameText 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 UserJIRA User picker field.
CheckboxCheckbox
DateDate field
NumberNumber field
List of valuesCreate 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'.
DirectorySelect 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.

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