What are custom fields?

While Portcast intakes Container Numbers, Master Bill of Lading/Booking Numbers, and Carrier SCAC codes in order to track your shipments’ journey details, we also understand that there may be related data from your own internal records that is useful to store alongside such journey details.

Some examples include:

• Internal Reference Numbers
• PO Numbers
• Invoice Numbers
• Supplier Name
• Consignee/Consignor Name
• Contract Numbers
• Contractual ETA at POD, based on carrier agreements

How to create custom fields?

You can create custom fields in the Organisation Setting under your profile, by clicking on the “New Custom Field” button; this will open up a side drawer to input configurations of your custom field:

• The following fields are mandatory for creation of a custom field
  • Field name
  • Field type (see explanation below)
  • Multiple value setting (see explanation below)
• Sub-fields are optional but cannot belong to more than one parent custom fields

Managing Custom Fields

• You can manage custom fields in the Organisation Setting under your profile as well
  • Once you have created at least one custom field, all custom fields will be listed in tabular form under your Organisation Setting
• To edit or delete an existing custom field, click on “View Details” and it will open up a side drawer where you can edit the configuration details of the custom field
• To delete the custom field, simply click on the “Delete” button on the bottom right of the side drawer
• To disable an existing custom field, toggle off the “Status” toggle in the tabular form of customer fields
  • A disabled custom field will not remove the custom data input from the database, however the custom field will no longer be shown in the WebApp (e.g. for containers with input data, the custom field cannot be seen once it’s disabled)
  • A disabled custom field will also disallow the field to be used during the uploading of containers or editing of container product details