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Managing Custom Fields

Custom fields let you capture and track information that is specific to your organization - details that go beyond the standard fields built into Harmony. You can add custom fields to Assets, Employees, and Requests, and manage all of them from a single location in your settings.

This article explains how to create and manage custom fields, where they appear across the product, and how to use them in list views and detail pages.


Field Management Settings Page

All custom fields across Assets, Employees, and Requests are managed from one place: the Field Management settings page.

To access it:

  1. Go to Settings in the main navigation.

  2. Select Field Management.

From this page you can view, create, edit, and delete custom fields for all three entity types. Each entity type has its own tab - Assets, Employees, and Requests - so you can quickly find and manage the fields that belong to each section without leaving the page.

Custom field forms are consistent across entity types, so the configuration experience is the same whether you are setting up a field for an asset, an employee record, or a request.


Adding a Custom Field

To add a new custom field:

  1. Open Settings and navigate to Field Management.

  2. Select the tab for the entity type you want to configure - Assets, Employees, or Requests.

  3. Click Add Field.

  4. Fill in the field details:

    • Field name - the label that will appear on records and in table columns.

    • Field type - choose from options such as text, number, date, or single-select.

  5. Save the field.

The field becomes available immediately on list tables and detail pages for that entity type.


Editing and Deleting Custom Fields

To edit an existing custom field, open Field Management, locate the field in the relevant tab, and select Edit. You can update the field name and other configuration options.

To delete a custom field, select Delete next to the field. Deleting a field removes it from all records and list views, so make sure you no longer need the data stored in that field before removing it.


Custom Fields in List Tables

Once you have created custom fields, they appear as columns in the asset and employee list tables. These columns support both sorting and filtering, so you can organize and narrow down large lists using the values your team has entered.

  • Sorting - click a custom field column header to sort the list by that field. Sorting works for text, number, and date field types.

  • Filtering - use the filter controls to filter records by a custom field value, including equality and range filters for number and date fields.

Performance is optimized so that sorting and filtering on custom fields is near-instant, even for organizations with very large record sets. Sorting is up to 335x faster and filtering is up to 519x faster compared to previous behavior, so large list views feel responsive regardless of how many records you have.


Custom Fields on Detail Pages

Custom fields also appear on the detail page for each asset and employee record. They are grouped in a dedicated Custom Fields section, separate from the standard built-in fields.

You can edit custom field values directly on the detail page using inline editing - click a value to update it without navigating away from the record.


Supported Field Types

The following field types are supported for custom fields across Assets, Employees, and Requests:

Field Type
Sortable
Filterable

Text

Yes

Yes

Number

Yes

Yes

Date

Yes

Yes

Single-select

Yes

Yes

Performance improvements for sorting and filtering apply automatically to all supported custom field types. No additional configuration is required.


Tips

  • Use the Field Management page as your single source of truth for all custom field configuration. You do not need to visit separate settings sections for Assets, Employees, or Requests.

  • Custom field columns in list tables are optional - you can show or hide them using the column picker to keep your views focused on the data that matters most to your team.

  • If you need to capture the same type of information across multiple entity types, create the field separately under each relevant tab in Field Management.

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