MORE SHOW/HIDE OPTIONS FOR CUSTOM FIELDS

MORE SHOW/HIDE OPTIONS FOR CUSTOM FIELDS

Please allow us to show or hide specific custom fields depending on the user's role and the context.

We've got a lot of custom fields. Some of them are for users to use when creating subscriptions/invoices/etc., but others are used exclusively by custom functions/API's and should never be visible to users. We need to be able to hide these "API fields" from users, otherwise we risk users tampering with important fields used by custom functions, which in turn affect a lot of other things, both inside and outside of Zoho Billing. 

In order to reduce the risk of users entering data into the wrong fields, I've had to resort to creating even more custom fields to act as "separators" and "instructions" for users. For example, here's what our users see when creating a subscription:
Look at this mess
The fields highlighted in yellow exist for the sole purpose of organizing the page in a meaningful way to make it easier for users to enter data into the right fields. But at this point, there are so many of these bogus fields that it's almost doing more harm than good, since the subscription page looks so cluttered now.
  1. Without these separators, it's a major pain to train our employees to know which fields to fill out, and which ones to leave alone. We tried it this way for 3 years and still could not get people to fill in the right things. 
  2. With the separators, employees are finding it easier to fill in the right data. However, it comes at the cost of 1) a very cluttered-looking page, but more importantly 2) less custom fields available for us to use, since there are limits to how many custom fields we can create.
Furthermore, CAN WE PLEASE SEPARATE CUSTOM "INVOICE" FIELDS FROM CUSTOM "SUBSCRIPTION" FIELDS??? You guys treat Subscriptions and Invoices as separate 'modules', so why in the world do they share custom fields? There should be custom fields for subscriptions, and custom fields for invoices. Seeing subscription-related fields when creating an invoice for a non-subscription-related customer is annoying to look at, and dangerous.

All of this could easily be solved by adding a few options in the "Field Customization" settings. 
Currently, we are able to specify which fields are "Mandatory" and which fields to "Show in all PDFs", but there should also be options for the following:
  1. "Show For Roles" (multi-select) - allow us to specify which users/roles to show certain fields to
  2. "Show When Creating Subscription" (bool) - allow us to show/hide certain fields when creating subscriptions
  3. "Show When Editing Subscription" (bool) - allow us to show/hide certain fields editing subscriptions
While I'm at it, these settings should exist for Invoices, Estimates, Credit Notes, and anything else that uses custom fields too:
  1. "Show When Creating Invoice" (bool)
  2. "Show When Editing Invoice" (bool) 
  3. "Show When Creating Estimate" (bool) 
  4. "Show When Editing Estimate" (bool)
  5. etc.
Thank you,
Josh

    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation
                                              • Sticky Posts

                                              • Zoho Billing will discontinue support for older browser versions soon

                                                Hello users, Starting from May 15, 2024, Zoho Billing will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than
                                              • Introducing Developer Space in Zoho Subscriptions

                                                Hello devs! At Zoho Subscriptions, we're constantly looking for ways to empower the developer community. Our goal is to provide you with the tools you need to integrate Zoho Subscriptions with your other platforms, and we also want to make it easy to


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now