Custom fields

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

#Overview

• A custom field is yours to define and name.
• Common examples: Client or Cost centre to see what belongs to whom, Contract end for a date that isn't the renewal date, or Environment to mark production, staging or test.
• A field shared across modules can group records together in reports — for example, a Client field on both servers and domains lets you total spend per client.

#Create a field

1. Go to Settings, then select Custom fields.
2. Select Add.
3. Give it a label — for example Client, Cost centre, or 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 chose to show the field as a column, it 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 the field you want to change.
3. Use Edit to update it, or Delete to remove it.

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

NoteCustom fields are set up per workspace — each workspace defines its own, and values are included whenever you export your data.

• Custom fields are part of a paid plan; if the option isn't there, check your plan.