An unlimited number of custom fields called Specifications can be created in a variety of formats including integer, double (number), currency, date, Boolean (checkbox), List (existing or custom dropdown), and text. The custom fields can be grouped into one or more sub-tabs and easily configured by your Administrator.
Navigation Path: Portfolio>Lists>Specifications
Add
Click to add a new Specification
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Spec Group
Enter the name for the Specification Group
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Record Type
Select the Record Type that you wish to associate the Specification Group with.
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Add Spec Field
Click to add a new Specification.
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Specification
Enter the Specification name.
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UOM
Select a unit of measurement from the drop down.
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Type
Select the data type from the drop down.
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Save
Click to save the new Specification.
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Save
Click to update the Specification Group with the new Specification.
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