This article will help you to set up the Department/Project as a Custom Field for Documents (CFD).
Below are definitions:
If you set this type, you will be able to create and save Departments/Projects options, and while creating a document, you will select a necessary option from the list of options that you created.
Here is an example of how Departments options:
If you set this type, each time while creating a document, you will need to type a custom text.
If you set this type, you will insert a specific date each time creating a document.
Here is the example of Select (#1), Text (#2) and Date (#3) CFD types in the Purchase Order:
ENABLE - CFD is enabled; when the switch is off, it's disabled. You don't assign documents to this CFD anymore.
REQUIRED- when it's on, it means that this CFD is required to be assigned while making a document. You won't be able to create a document without assigning it to a certain CFD. When the switch is off, this field will appear once creating a document, but it won't be required.
Show in Excel & PDF documents- means that this particular CFD will be displayed on the document when downloading it in XLSX or PDF formats.
Limit access to documents - if this switch is on, *the users will see only those documents that have available CFD options. You can set up the Available CFD options in the User Management tab.
Available in Approval Workflow-means that you can set up your Approval Workflow depends on this CFD.
Available in the Budgets - means that you can set up your budgets depended on this CFD.
Available in the Purchase Orders / Receipts / Invoices and any other document - means that you will be able to select or type value for this CFD in that documents.