Custom fields

Custom fields let you add your own information — a client name, a cost centre, a contract end date — to servers, domains, certificates and other records in InfraNest. They're useful for anyone who needs to track details that InfraNest doesn't capture out of the box.

Overview

• A custom field is yours to define — examples include Client, Cost centre, Contract end or Environment.
• You choose which types of records each field applies to, and whether it's a text, number, yes/no, date, link, choice, multiple choice or currency field.
• A field shared across modules can group records together in reports — for example, a Client field on both servers and domains lets you see total spend per client.

Create a field

1. Go to Settings, then select Custom fields.
2. Select Add field.
3. Give it a Label — for example Client, Cost centre, Contract end.
4. Choose a Type: text, number, yes/no, date, link, choice, multiple choice or currency.
5. For a choice field, list the Options, one per line.
6. Under Applies to, pick the modules the field should show on.
7. Choose whether to show it as a column in list views.
8. Select Save.

Fill one in

1. Open any record the field applies to — a server, domain, DNS zone or certificate.
2. Find the Custom fields panel on that record.
3. Enter a value. It saves as you go.

If you ticked show as a column, the field also appears as an optional column on that module's list page, where you can sort and filter by it.

Change or remove a field

1. Go to Settings, then select Custom fields.
2. Select Edit on the field you want to change.
3. Update the Label, Type, Options or Applies to as needed.
4. Select Save changes, or select Delete to remove the field entirely.

WarningDeleting a field removes its values from every record too, and that can't be undone. If you only want it out of the way, un-tick the modules it applies to instead.

Tips

• Custom fields are per organization — each organization defines its own.
• Values are included when you export data, so they travel with the rest of your inventory.

NoteCustom fields are part of a paid plan. If you don't see the option, check your plan.