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Hegemi

Custom Fields

Learn how to add custom fields to items, instances, purchases, and more in Hegemi to track any data you need.

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Custom Fields

Custom fields allow you to track extra data on your items, instances, purchases, deliverables, and vendors that isn't covered by Hegemi's default fields. These fields appear in the info tab of the respective editors and can also be displayed as columns in tables, making your data views more powerful.

Supported Entities

You can create custom fields for the following entities within Hegemi:

  • Items
  • Instances
  • Purchases
  • Deliverables
  • Vendors

How to Create a Custom Field

  1. Navigate to Settings > Organization.
  2. Click on the Custom Fields section.
  3. Click Add Custom Field to create a new one.

When creating a field, you will need to define the following:

  • Label: The human-readable name of the field (e.g., "Shelf Location").
  • Import Key: The key used when bulk importing data for this field (e.g., shelf_location). This is auto-generated from the label but can be customized.
  • Entity Type: Choose which object this field applies to (Item, Instance, etc.).
  • Show in table: If checked, this field will be available as a column in the main table for that entity type, allowing for easier viewing and sorting.

Using Custom Fields

In the User Interface

Once configured, your custom field will automatically appear in the Info Tab of the editor for the entity type you selected. For example, a custom field for "Items" will be visible and editable on every item's Info Tab.

Bulk Importing Data

Custom fields are fully integrated with the bulk import feature. To import data into a custom field, simply add a column to your spreadsheet with a header that exactly matches the field's Import Key. Hegemi will automatically map the data from that column to the correct custom field for each item in your import file.