How can I create a global field?

In this chapter we will explain how to create a global field.

To create a new global field, click on Forms management under Settings.

Forms Management

Click on Global fields.

Global fields

Click on New global field.

new global field

Select the desired form of the global field.

For a global field that contains text or, for example, a zip code, select a simple input field.

simple input field

Fill in Placeholder and Unique key value of the field.

simple input field gl

Placeholder - Name of the field that is displayed in the supplier.

Unique key value of the field - Name of the field in the Excel file.

If you have an ID number for your suppliers, you must also add this as a global field. This field is unique for each supplier. Click on the checkbox Field value is unique.

The uniqueness of a field can only be applied once.

id number

Once you have filled in all the information, click on Save.

save simple input field

For a global field that contains a total, such as the annual turnover of a supplier, select an Number input field.

number input field

Fill in the placeholder, unit and unique key value of the field.

You can also define a minimum and maximum value.

Feld zahlen

Placeholder - Name of the field that is displayed in the supplier.

Unit - Select the unit of your number.

Unique key value of the field - Name of the field in the Excel file.

Click on the checkbox if you want to accept floating point numbers.

turnover

Once you have filled in all the information, click on Save.

save turnover