Create Custom Fields in Layouts

Create Custom Fields in Layouts

Orchestly supports different types of custom fields. Custom fields in Orchestly follow some common properties that can be modified according to the user's requirement. Let us learn how to add different custom fields and configure its properties. 

Add single-line text field  

  1. Navigate to    and select  Customization.
  2. Select a layout. Learn more about creating a layout. 
    • You can also hover over a layout name, click    , and then select Edit Layout .
  3. Drag and drop the   Single-Line   field from the   New Fields  tray onto the right panel. 
  4. Enter a  Field Title . Field titles are mandatory and must to be unique in each layout. 
  5. Click  Set  field  label  hyperlink to add field label. 
    • The field is displayed with the label name in the layout.
  6. To set a default value for your field, click the  Set default value  option and enter the default value. 
    • The default value gets pre-filled in the layout. This value can be edited.  
  7. Set the field-level validations: 
    • Character limit : Decide the limit for the single-line your user can enter.   
    • Mandatory: Toggle the button YES to make the field mandatory
    • Visibility: Toggle the button YES to make the field visible while creating jobs.
    • Encrypt: Toggle the button YES to encrypt this field.
    • PII: Toggle the button YES to classify data in this field as Personally Identifiable Information. 
Learn more about field title, field label, default value, mandatory, visibility, encrypt and PII in detail. 

  

You can create a maximum of 100 text fields which include single-line, email address, and link fields. 

Add multi-line text field 

  1. Navigate to    and select  Customization.
  2. Select a layout. 
  3. Drag and drop the   Multi-Line   field from the   New Fields  tray onto the right panel. 
  4. Enter a   Field Title . Field titles are mandatory and must be unique in each layout. 
  5. Click   Set field label   hyperlink to add field label. 
    • The field will be displayed with the label name in the layout.
  6. To set a default value for your field, click the   Set default value  option and enter the default value. 
    • The default value gets pre-filled in the layout. This value can be edited.  
  7. Set the field-level validations: 
    • Character limit : Decide the length of the text your user can enter.  
    • Mandatory: Toggle the button YES to make the field mandatory
    • Visibility: Toggle the button YES to make the field visible while creating jobs.
    • PII: Toggle the button YES to classify data in this field as Personally Identifiable Information. 
   

You can create a maximum of 15 multi-line fields. 

Add a dropdown field 

  1. Navigate to    and select  Customization.
  2. Select a layout. 
  3. Drag and drop the  Dropdown  field from the   New Fields  tray onto the right panel. 
  4. Enter a   Field Title.   Field titles are mandatory and must be unique in each layout. 
  5. To add options sequentially in the dropdown: 
    • Click the  Add Option  button in the  Used Options  section. Enter the value in the text box and click the tick icon. Add other options in the same way.  
    • The options that are not currently needed can be pushed to the  Unused Options  section. Drag and drop the value to the adjacent section. 
  6. To add multiple values at once:
    1. Click Add multiple options hyperlink. 
      1. Quick options : Commonly used options are listed here.
      2. Import from file : You can import options from .txt or .csv files.
      3. Add manually : You can enter multiple options line by line. 
  7. Click   Set field label  hyperlink to add field label. 
    • The field is displayed with the label name in the layout.
  8. If you wish to set a default value for your dropdown, click the   Set default value  option. The first value in the   Used  Options   section is automatically set as the default value. You can edit this by selecting a different option from the drop down.   
  9. Set the field-level validations:  
    • Mandatory: Toggle the button YES to make the field mandatory
    • Visibility: Toggle the button YES to make the field visible while creating jobs.
Users can also edit the options by clicking  . To delete an option, drag and drop the option under Unused Options section and click  . 

  

  1. You can create a maximum of 50 dropdown fields. 
  2. While importing a file:
    1. The file size must be less than 2 MB.
    2. Options in the file must be entered line by line.
    3. Only the first 500 options are imported.
    4. Each option must not exceed 50 characters. 

Add a user dropdown field 

  1. Navigate to    and select  Customization.
  2. Select a layout. 
  3. Drag and drop the  User dropdown  field from the  New Fields  tray onto the right panel. 
  4. Enter a   Field Title  . Field titles are mandatory and must be unique in each layout. 
  5. All the users in your portal will be listed in the  Unused Options  section.  
    • Drag and drop a user name from the  Unused Options  to the section  Used Options   section.  
  6. Click  Set field label  hyperlink to add field label. 
    • The field is displayed with the label name in the layout.
  7. If you wish to set a default value for your dropdown, click the  Set default value  option. The first value in the  Used  Options section is automatically set as the default value. You can edit this by selecting a different option from the dropdown.  
  8. Set the field-level validations:  
    • Mandatory: Toggle the button YES to make the field mandatory
    • Visibility: Toggle the button YES to make the field visible while creating jobs.

  

You can create a maximum of 10 user dropdown fields.   

Add date and time field 

  1. Navigate to    and select  Customization.
  2. Select a layout. 
  3. Drag and drop the   Date & Time   field from the   New Fields  tray onto the right panel. 
  4. Enter a   Field Title.   This field is mandatory and must be unique in each layout. 
  5. Click  Set field label  hyperlink to add field label. 
    • The field is displayed with the label name in the layout.
  6. To set a default value for your field, click the  Set default value  option and select a custom date. 
    • The default value gets pre-filled in the layout. This value can be edited.  
  7. Set the field-level validations: 
    • Set criteria to validate the date that is entered by the user. For instance, the due date & time of a job can only be in the future. So you can set the criteria as: Date is After 5 days From Job Creation date.   
    • Mandatory: Toggle the button YES to make the field mandatory
    • Visibility: Toggle the button YES to make the field visible while creating jobs.
    • Encrypt: Toggle the button YES to encrypt this field.
    • PII: Toggle the button YES to classify data in this field as Personally Identifiable Information. 
  

You can create a maximum of 25 date & time fields.  

Add a decimal field 

  1. Navigate to    and select  Customization.
  2. Select a layout. 
  3. Drag and drop the   Decimal  field from the   New Fields  tray onto the right panel. 
  4. Enter a   Field Title  . Field titles are mandatory and must be unique in each layout. 
  5. Click  Set field label  hyperlink to add field label. 
    • The field is displayed with the label name in the layout.
  6. To set a default value to your field, click the   Set default value  option and select a default decimal value. 
    • The default value gets pre-filled in the layout. This value can be edited.  
  7. Set the field-level validations: 
    • Range: Set the limit for decimal value, that the user can enter. 
    • Mandatory: Toggle the button YES to make the field mandatory
    • Visibility: Toggle the button YES to make the field visible while creating jobs.
    • Encrypt: Toggle the button YES to encrypt this field.
    • PII: Toggle the button YES to classify data in this field as Personally Identifiable Information. 



You can create a maximum of 15 decimal and currency fields.  

Add an integer field 

  1. Navigate to    and select  Customization.
  2. Select a layout. 
  3. Drag and drop the   Integer  field from the   New Fields  tray onto the right panel. 
  4. Enter a   Field Title  . Field titles are mandatory and must be unique in each layout. 
  5. Click  Set field label  hyperlink to add field label. 
    • The field is displayed with the label name in the layout.
  6. To set a default value for your field, click the   Set default value  option and select the default integer value. 
    • The default value gets pre-filled in the layout. This value can be edited.  
  7. Set the field-level validations: 
    • Range:  Set the limit for integer, that the user can enter. 
    • Mandatory: Toggle the button YES to make the field mandatory
    • Visibility: Toggle the button YES to make the field visible while creating jobs.
    • Encrypt: Toggle the button YES to encrypt this field.
    • PII: Toggle the button YES to classify data in this field as Personally Identifiable Information. 

  

You can create a maximum of 25 integer fields.  

Add an email address field 

  1. Navigate to    and select  Customization.
  2. Select a layout. 
  3. Drag and drop the  Email Address  field from the  New Fields  tray onto the right panel. 
  4. Enter a  Field Title . Field titles are mandatory and must be unique in each layout. 
  5. Click  Set field label  hyperlink to add field label. 
    • The field is displayed with the label name in the layout.
  6. To set a default value for your field, click the  Set default value    option and enter a valid email address. 
    • The default value gets pre-filled in the layout. This value can be edited.  
  7. If you want to allow users to enter more than one email address, check the   Bulk Email Addresses  radio button. 
  8. Set the field-level validations:  
    • Mandatory: Toggle the button YES to make the field mandatory
    • Visibility: Toggle the button YES to make the field visible while creating jobs.
    • Encrypt: Toggle the button YES to encrypt this field.
    • PII: Toggle the button YES to classify data in this field as Personally Identifiable Information. 
  

You can create a maximum of 100 text fields which include single-line, email address and link  fields.  

Add a link field 

  1. Navigate to    and select  Customization.
  2. Select a layout. 
  3. Drag and drop the   Link  field from the   New Fields  tray onto the right panel. 
  4. Enter a   Field Title  . Field titles are mandatory and must be unique in each layout. 
  5. Click  Set field label  hyperlink to add field label. 
    • The field is displayed with the label name in the layout.
  6. To set a default value for your field, click on the  Set default value  option and  enter a valid link. 
    • The default value gets pre-filled in the layout. This value can be edited.  
  7. Set the field-level validations:  
    • Mandatory: Toggle the button YES to make the field mandatory
    • Visibility: Toggle the button YES to make the field visible while creating jobs.
    • Encrypt: Toggle the button YES to encrypt this field.
    • PII: Toggle the button YES to classify data in this field as Personally Identifiable Information.

  

You can create a maximum of 100 text fields including single-line, email address and link fields.  

Add a multi select field 

  1. Navigate to    and select  Customization.
  2. Select a layout. 
  3. Drag and drop the   Multi Select   field from the    New Fields   tray onto the right panel. 
  4. Enter a   Field Title  . Field titles are mandatory and must be unique in each layout. 
  5. To add options sequentially in the dropdown: 
    • Click the  Add Option  button in the  Used Options  section. Enter the option in the text box and click the tick icon. Add other options in the same way.  
    • The options that are not currently needed can be pushed to the  Unused Options  section. Drag and drop the value to the adjacent section. 
  6. To add multiple values at once:
    1. Click  Add   multiple   options hyperlink. 
      1. Quick   options : Commonly used options are listed here.
      2. Import   from   file : You can import options from .txt or .csv files.
      3. Add   manually : You can enter multiple options line by line. 
  7. Click  Set field label  hyperlink to add field label. 
    • The field is displayed with the label name in the layout.
  8. If you wish to set a default value, choose a value from the  Set default value  dropdown. 
    • The default value gets pre-filled in the layout. This value can be edited.   
  9. Set the field-level validations:  
    • Mandatory: Toggle the button YES to make the field mandatory
    • Visibility: Toggle the button YES to make the field visible while creating jobs.
Users can also edit the options by clicking   . To delete an option, drag and drop the option under Unused Options section and click   . 

  

  1. You can create a maximum of 50 dropdown fields. 

  2. While importing a file:
    1. The file size must be less than 2 MB.
    2. Options in the file must be entered line by line.
    3. Only the first 500 options are imported.
    4. Each option must not exceed 50 characters.    

Add a file field  

  1. Navigate to      and select  Customization. 
  2. Select a layout.  
  3. Drag and drop  File  field from the  New Fields   tray onto the right panel.  
  4. Enter a   Field Title . Field titles are mandatory and must be unique in each layout.  
  5. Click  Set field label  hyperlink to add field label.  
    • The field is displayed with the label name in the layout.  
  6. Set the field-level validations:  
    • Mandatory: Toggle the button YES to make the field mandatory
    • Visibility: Toggle the button YES to make the field visible while creating jobs.


  1. You can create a maximum of 10 file fields. 
  2. Each field can hold up to 5 files. 
  3. Uploaded file size must be less than 65 MB.

Add a currency field   

  1. Navigate to      and select  Customization. 
  2. Select a layout.  
  3. Drag and drop the  Currency   field from the  New Fields   tray onto the right panel.  
  4. Enter a  Field Title . Field titles are mandatory and must be unique in each layout.  
  5. Click  Set  field  label   hyperlink to add field label.  
    • The field is displayed with the label name in the layout. 
  6. To set a default value to your field, click the  Set default value  option and select a default currency value.  
    • The default value gets pre-filled in the layout. This value can be edited.   
  7. Set the field-level validations:  
    • Range : Set the currency limit that the user can enter.  
    • Currency Type : Select the supported currency type.
    • Currency Format : Select the format in which the currency value must be displayed. 
    • Mandatory: Toggle the button YES to make the field mandatory.
    • Visibility: Toggle the button YES to make the field visible while creating jobs.
    • Encrypt: Toggle the button YES to encrypt this field.
    • PII: Toggle the button YES to classify data in this field as Personally Identifiable Information. 



  1. You can create a maximum of 15 decimal and currency fields. 
  2. A currency field can be reused in other layouts with a different Currency Type and Format.   

Add date field  

Beta Feature   
Date field is not enabled for all users. If you’d like to try it out, please  email our support team for beta access.  
  1. Navigate to      and select  Customization. 
  2. Select a layout.  
  3. Drag and drop the  Date  field from the  New Fields   tray onto the right panel.  
  4. Enter a    Field Title.    This field is mandatory and must be unique in each layout.  
  5. Click   Set field label   hyperlink to add field label.  
    • The field is displayed with the label name in the layout. 
  6. To set a default value for your field, click the   Set default value   option and select a custom date.  
    • The default value gets pre-filled in the layout. This value can be edited.   
  7. Set the field-level validations:  
    • Set criteria to validate the date that is entered by the user. For instance, a job can be inspected for quality only after the job is completed. So the criteria for inspection date can be set as: Date is Between Job creation date and Due date .   
    • Mandatory: Toggle the button YES to make the field mandatory.
    • Visibility: Toggle the button YES to make the field visible while creating jobs.
    • Encrypt: Toggle the button YES to encrypt this field.
    • PII: Toggle the button YES to classify data in this field as Personally Identifiable Information. 



You can create a maximum of 25 Date and Date & Time fields. 

Add a checkbox field    

Beta Feature  
Checkbox field is not enabled for all users. If you’d like to try it out, please  email our support team for beta access.  
  1. Navigate to     and select  Customization .  
  2. Select a layout.   
  3. Drag and drop the  Checkbox  field from the  New Fields   tray onto the right panel.   
  4. Enter a  Field Title . Field titles are mandatory and must be unique in each layout.   
  5. Click  Set field label hyperlink to add field label.   
    • The field is displayed with the label name in the layout.  
  6. To set a default value to your field, click the  Set default value  option and select a default currency value.   
    • The default value gets pre-filled in the layout. This value can be edited.    
  7. Set the field-level validations:  
    • Mandatory: Toggle the button YES to make the field mandatory
    • Visibility: Toggle the button YES to make the field visible while creating jobs.


You can create a maximum of 10 checkbox fields. 

Add a radio button field    

Beta Feature    
Radio button field is not enabled for all users.   If you’d like to try it out, please  email our support team for beta access.  
  1. Navigate to     and select  Customization .  
  2. Select a layout.    
  3. Drag and drop the  Radio Button  field from the   New Fields   tray onto the right panel.    
  4. Enter a  Field Title . Field titles are mandatory and must be unique in each layout.    
  5. Click  Set  field  label  hyperlink to add field label.    
    • The field is displayed with the label name in the layout.   
  6. To set a default value to your field, click the  Set default value  option and select a default currency value.    
    • The default value gets pre-filled in the layout. This value can be edited.     
  7. Enter the options to be listed for the radio button.
    • Click the + or - buttons to add or delete the options respectively. 
  8. Set the field-level validations:  
      • Mandatory: Toggle the button YES to make the field mandatory
      • Visibility: Toggle the button YES to make the field visible while creating jobs. 

  1. You can create a maximum of 50 dropdown and radio button fields. 
  2. 20 options can be added to each radio button field.  

Add a line item field     

Beta Feature      
Line item field is not enabled for all users.   If you’d like to try it out, please  email  our support team for beta access.  
Line items are used to add tables to the layout. Each column of the line item table is mapped to a custom field. 
  1. Navigate to    and select  Customization .  
  2. Select a layout.   
  3. Click the  Add Line Item button. 
    1. A line item block appears in the right panel. You can customize the title of this block.
  4. Click the  Add Field  hyperlink and select a field from the list of custom fields.
    1. To reuse fields used in other layouts click  Unused Fields . This option will be available only if line items are used in other layouts.
  5. Fill the field properties and click  Ok .
  6. Similarly, add required columns to the table and click  Save .



  1. Only  two line item blocks can be added to each layout. 
  2. While adding records to line items in jobs, only 100 rows can be added. 
  3. You can edit the field properties and privileges for each custom field used in the line item using the options  Edit Properties and  Set Privileges . 
  4. You can also remove fields from the line item using the  Remove Field  option. These fields will be moved to Unused Fields.
  5. There is a restriction on the number of custom fields that can be added to line items. Click the options button on the top-right corner of the line item block and select  Remaining Line Item Fields  to view the remaining fields.
  6. To delete a line item block, click the options button on the top-right corner of the line item block and select  Delete . This action will remove all the fields available in the block.

Now that we have created fields, let's learn about the field limits in Orchestly.