Adding a Custom Field

overview

ERPNext allows you to freely add fields that are necessary for your company's operations, in addition to the standard fields provided. This feature is called "custom fields."

For example, requests such as "I want to add the contact person's mobile number to the customer master data" or "I want to include an internal management number on the order slip" can be implemented immediately by yourselves without having to ask a system company to do it.

Screen URL:/app/custom-field

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Problems that Custom Fields Solve

Until now (traditional method)	→	From now on (ERPNext)
Since the necessary fields are missing, we manage them separately in Excel → Duplicate entry and transcription errors	→	Add the necessary fields directly to the form. Input is only required once.
Want to add an item but have to request it from a system company → Wait several weeks + cost	→	Add instantly with just a few clicks on the screen. Zero cost, zero waiting time
Added items cannot be included in reports	→	Added items are automatically reflected in filters, reports, and printed forms

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Overall Flow

There are two main ways to add custom fields.

Method	Recommended situations	Estimated time
Method 1: Add via Form Customization	Intuitively operate by looking at the target screen and saying "I want to add it here"	Approximately 2 minutes
Method 2: Adding from the Custom Field List	For adding items to multiple forms at once	Approximately 3 minutes

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Scene 1: Adding from form customization

This is the most intuitive method. Open the screen where you want to add the item and edit it directly.

Things to do

1. The screen on which you want to add an item (e.g., Customer Master)/app/customer ) Open
2. Click the "... (Menu)" in the upper right corner of the screen → "Customize".
3. The "Customize Form" screen opens. The "Form" tab displays a list of fields.
4. Place the cursor over the field where you want to add the item, and click the "+" icon that appears.
5. In the properties panel on the right, enter the following:

Item	Description	Example Input
Display Name	The name of the item displayed on the screen	担当者携帯番号
Field Type	Input Format (See Type List below)	データ (Text)
Required	Whether to make this input required	Unchecked
Description	Supplementary explanation displayed below the item	緊急連絡用

6. Click "Update"

Before / After

Before	After
Customer mobile phone numbers are managed separately in Excel	A "Contact Person's Mobile Phone Number" column has been added to the customer master, allowing for centralized management
Create a request form to the IT department to add an item	Add it yourself in 2 minutes. No request needed.

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Scene 2: Adding from the custom field list

If you want to add items to multiple forms at once, it's convenient to do so from the custom field list.

Screen URL:/app/custom-field

Things to do

1. Enter "Custom Fields" into the search bar (the general search bar).
2. A list of custom fields will be displayed.
3. Click the "+ Add Custom Field" button.
4. Enter the following:

Item	Description	Example Input
DocType	Which form to add it to	Customer (Customer)
Display Name	The name of the item displayed on the screen	社内管理コード
Insert After	Which item should it appear after?	customer_name
Field Type	Input Format	データ (Text)

5. Click "Save". When you open the target document, the new item will be displayed.

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Scene 3: Using different field types

Choose the most suitable field type based on the items you want to add.

Field Type	Application	Usage Examples
Data (text)	Short text (1 line)	Management code, phone number
Text (Multi-line text)	Long sentence	Remarks, special notes
Select (Options)	Choose from fixed options	Priority (High/Medium/Low), Category
Link	Refer to data from other reports	Responsible Person (Link to User)
Date	Enter date	Contract start date, expiration date
Currency (Amount)	Amount Input (with currency)	Credit Limit, Special Rate
Check	Yes/No (2 choices)	VIP customer flag, Caution flag
Int (Integer)	Numeric input	Number of times, Quantity
Attach	File Attachment	Contract PDF, Photos
Section Break	Section break (heading)	Used to group items
Column Break	Column separator	Adjust horizontal layout

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Tips

• Item names can be in Japanese: Labels can be entered in Japanese. Please give them names that are easy for employees to understand.
• Can be changed later: You can change the label, toggle between required and optional, and move its display position at any time.
• Added to printed forms: The added fields are Form customization (Print Format) It can also be displayed on printed forms.
• Summary in Report: Added items can be used in filters and columns in the report builder. Excel export is also available.
• Safe Deletion: Unnecessary items can be deleted from the custom field list (the corresponding column in the historical data will be left empty).

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📌 Summary of this article

• Custom fields are a system that allows you to add your own unique items to forms using only screen operations and without any programming.
• The added items will not affect existing data and will be automatically reflected in reports and printed forms.
• Adding it from the form customization screen takes approximately 2 minutes. You can respond immediately to changes in your business operations.