Adding custom fields to a category

Find out how to add custom fields specifically to a category

Jose avatar
Written by Jose
Updated over a week ago

Most of the time you’ll also need to store additional information about an expiration item besides the information already collected like name and expiration date. In this case, you can add custom fields in Expiration Reminder to help you track and store this information.

Custom fields can be added using the Customize fields option which will add the custom fields to all categories at a time or they can be added individually by category. Either option, the custom field will be assigned and managed at the category level.

Adding custom fields to a category

Custom fields in Expiration Reminder are defined at the category level. Let’s say for example that you’re tracking drivers licenses and that besides the persons name who holds the license, you also need to track the license number and the state where the license was issued. In this case, you’ll create a category called Drivers License and add two custom fields to the category: number and state.

To configure custom fields per category go to the category list by clicking on Your Account and then on Settings.

Then click on the Categories on the left menu.

From the list of categories, click on the Custom Fields link.

From the list of custom fields, click on Add a new Field to add then select the field type.

Then, from the new screen enter:

  • Name: the name of the custom field

  • Is Required: if the custom field is required

  • Tab: which tab will show the custom field in the screen

Then click Save.

Entering custom fields value on the quick add expiration screen

On the quick add expiration screen, custom fields are shown on the same screen as the other fields:

Entering custom fields value on the expiration full screen

Custom fields are located under the Custom Fields tab on the full expiration screen:

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