Configurable Fields
The Configurable Fields section allows you to create and manage custom fields that can be added to different resources across Silkline (e.g., Requests, Orders, Suppliers, Parts). This gives you flexibility to capture organization-specific data and standardize information collection.
Field Definitions
Custom field definitions are created centrally and can then be configured for use on specific resources. Each field definition includes:
Display Name — The label shown to users
Description — Optional help text explaining the field's purpose (shown in tooltips)
Field Type — Text, Select, Multiselect, Boolean, or Date
Visibility — Controls who can see the field:
Organization (internal only) — Only visible to internal users
Shared (one-time password) — Visible to suppliers via one-time password
Public (anyone with link) — Visible to suppliers via secure link
Read-Only — When enabled, the field value can only be set by integrations or system processes
Options — For Select and Multiselect fields, define the available choices
Creating Custom Fields
Navigate to Organization Settings → Configurable Fields
Click Create Custom Field
Fill in the field details (name, type, visibility, etc.)
For Select/Multiselect fields, add the available options
Save the field definition
Once created, the field can be added to specific resources from their respective settings pages.
Core Fields vs Custom Fields
Core Fields — Standard fields built into Silkline (e.g., Payment Terms, Delivery Terms). These can be overridden with custom configurations on a per-resource basis.
Custom Fields — Organization-specific fields that you create to capture unique data requirements.
Configuring Fields for Resources
After creating a field definition, you configure it for use on specific resources:
Go to the resource settings page (e.g., Orders, Requests, Suppliers)
In the Configurable Fields section, click Add Custom Field or Add Core Field Override
Select the field definition you want to add
Configure whether the field is Required for that resource
Save the configuration
Each resource can have its own set of configured fields, and the same field definition can be used across multiple resources with different required settings.
Important note: To provide flexibility required for stable integrations, Configurable Field options act as data validation:
Changing or removing an option does not automatically modify or remove existing data
When editing an existing value that is no longer valid, the validation is enforced and the user must update the value to a valid option
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