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Video Tutorials: Custom Fields and Forms in Precoro

Watch short videos to set up custom fields and forms, so every document in Precoro captures the details your company tracks.

⚠️ The interface shown in these videos may differ from your current Precoro account, as the product is updated regularly.

TABLE OF CONTENTS

Working with Custom Fields for Documents or Items | 4-Minute Watch

Watch this 4-minute video to learn how to create and edit custom fields in Precoro, so you can keep the extra details your documents and items need in one place.

For step-by-step written instructions, see:


By the end of this video, you'll know how to:

  • Set up document or item fields by name, description, type (Drop-down list, Text, or Date) and choose modules where the field is available.
  • Add options and sub-levels to a Drop-down list field to activate it.
  • Edit an existing field or option.
  • Import options from a file.

Adding Dependencies Between Custom Fields | 4-Minute Watch

Watch this 4-minute video to see how to set up custom field dependencies in Precoro to make data entry more accurate, dynamic and efficient.

For step-by-step written instructions, see How to Set Up Dependencies for Custom Fields.


During this video, you'll see how you can:

  • Make a custom item field depend on a custom document field.

  • Have item fields fill in automatically based on the document details you select.

Creating Custom Document Forms | 3-Minute Watch

Watch this 3-minute video to learn how to build custom document forms to build your own tailored document layouts in Precoro. For step-by-step written instructions, see Custom Document Forms.


By the end of this video, you'll know how to:

  • Build custom forms for different document types and suppliers.
  • Choose which fields appear on a form and which are required.
  • Show fields only when they apply.