Create and Manage Custom Fields

In the DiliTrust Entities Module, you can extend any entity with additional fields to capture information specific to your organization's needs. This feature is called Custom Fields.

Only users with admin privileges can set up and configure Custom Fields.

• How to Access
• Optional Settings
• Grouping by Category
• Field Usage
• Mandatory Historization on Fields

How to Access

Navigate to: Configuration > Data Customization

In this section, you can review, filter, and create Custom Fields.

Click "Create a Field" to open a popup where you can configure your new field.

The following fields are mandatory:

• Field Title: The name of the Custom Field (e.g. "Example #1"), with support for multi-language input in multinational instances.
• Entity: The entity type the Custom Field is linked to. Options include:
  • Task
  • Events
  • Documents
  • Bank Accounts
  • Shareholders
  • Shares
  • Companies
  • Costs
  • Individuals
  • Mandates
  • Representatives
  • Faculties
  • Delegations
  • Contracts
  • Litigations
• Type: Defines the data format. Types are grouped into three main categories:
  • Standard Types
  • Content (used to link another entity)
  • Reference List
• If Content is selected, you can specify the entity type that the Custom Field should link to.

Optional Settings

Each Custom Field can also be configured with the following options:

• Historizable: Enables tracking of value changes over time. See Historizable Fields: Complete Reference for the full list of fields and types that support this option.
• Mandatory: Requires users to provide a value when creating or editing an entity.
• Conditional (Reference list only): Activates conditional fields that depend on a selection from the list.
• Multiple (Reference list only): Allows attaching multiple values from the list to the Custom Field.

Grouping by Category

For Custom Fields linked to Companies, Individuals, Contracts, or Litigations, you can define a Category to group related fields together.

For example, you might create categories based on departments such as:

• HR (Human Resources)
• Operations

Field Usage

Once the Custom Field is configured, it will appear under the Extra Information section when creating or editing the corresponding entity.

Note: If a Custom Field is set to Mandatory, all future editing of the linked entities will require a value for this field — even if the custom field did not exist when the record was originally created.

Mandatory Historization on Fields

Administrators can make historization mandatory on both standard and custom fields for Companies and Individuals. This ensures that every change to sensitive fields is always recorded in history, without relying on manual user action.

For a full list of fields that can be set as historization mandatory, see Historizable Fields: Complete Reference.

What's New

• A new "Mandatory" option is available for all historizable fields.
• Applies to standard fields (e.g. Company Name) and custom fields for Companies and Individuals.
• Mandatory historization can be enabled or disabled at any time, even after the field has been created and used.

How It Works

When a field is configured as historization mandatory:

• The Historization checkbox is automatically checked and disabled (cannot be unticked).
• A default date (today) is applied to the history entry — the date can still be edited if needed.
• Every value change creates a history record.

Where This Applies

Mandatory historization works consistently across all editing experiences:

• Edit modal → Information
• Edit modal → Extra Information
• Extra Information tab on entity detail pages
• Inline edit in the Tabular view

Important Behavior Notes

• If a value is set back to its default state (e.g. empty value), no historization entry is created.
• Only actual value changes generate a history record.
• No additional permissions are required — existing access rules apply.