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How to add Custom Fields to Licenses?
How to add Custom Fields to Licenses?

How to add and remove custom fields for licenses

Updated over a week ago

Adding Custom Fields to a License

To begin with, you need to create (or update) the Custom Field you'd like to use, by clicking on the Profile Icon in the top right corner, then on Settings, then click on the Custom Fields link in the left menu bar.

If the custom field already exists, make sure it's enabled for Licenses, by clicking on Edit, switching the Enable toggle on, and clicking Save.

If it's a new custom field, then click on the Add button to create a new one.

Start by giving the custom field a name and selecting what type of field it should be.

These are the types of custom fields you can create:

  • Text Field

  • Text Area (Multi-line)

  • Number Field

  • Dropdown List

  • Checkbox

  • Date Field

To add options to a Dropdown List custom field, you just need to fill out the Dropdown List Content field with the options separated by a comma, like: Green, Black, White, Red

You can also choose if it should be a required field or not.

Then, scroll down on the same page and select which data types you'd like the field to be enabled for.

It's enabled for all data types by default, but you can disable it for all the data types that you won't be using the custom field for. At a minimum, you need to leave it enabled for Licenses.

You can also choose if the custom field should be a default field or not.

If you want the custom field to be added to all your licenses, for example; fields like Cloud Based which are relevant for all licenses, then enable the Default Field for Licenses toggle, and save it. Click here for the Default Field guide section.

If you don't want the custom field to be added to all your licenses, for example; fields like Can render 4K content which are only relevant for some licenses, then leave the Default Field for Licenses toggle disabled, and save it. Click here for the Non-Default Field guide section.

Default Custom Field

Once you save the custom field, you can see that it immediately shows up in all your licenses.

If you only wanted to add a default custom field, you can stop reading the guide here. The remaining content is for non-default custom fields.

Non-Default Custom Field

If you don't want the custom field to be added to all your licenses, for example fields like Can render 4K content which are only relevant for some licenses, then leave the Default Field toggle disabled for the custom field, and save it.

In order to add the custom field you just created to a license, you'll need to add the custom field to the category the license is using. That way, it will appear for all licenses using that specific category.

Let's add a custom field to the license below, Final Cut Pro X.

Start by clicking on the category of the license.

Now, click on the Edit button.

Scroll down on the page until you see the Custom Fields section, and select the custom field that you just created. This custom field will then appear for all licenses using this category.

In this example, we've added one custom field: Can render 4K?.

Once you've selected the custom field, scroll down and click on the Save button. Then, go back to the license page and click on Edit License.

After scrolling down to the bottom of the page, we can see that the custom field we added is now visible and can be filled out for the license!

Once we've filled out the custom field and saved, we can see that it now appears for the license!

Removing Custom Fields from a License

In order to remove a custom field from a license, you just need to go back to the Custom Fields section of the Edit Category page, de-select the custom field from the dropdown, and click Save.

If the custom field is a default custom field, you just need to disable the Default Custom field toggle in the Custom Field section in the Settings.

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