Custom fields

Custom fields let you add your own information to servers, domains, certificates and other records — a client name, a cost centre, a contract end date — so InfraNest tracks exactly what matters to you. Useful for anyone who needs to organize infrastructure by their own criteria, not just what's built in.

Overview

• A custom field is something you define yourself and fill in on each record.
• Common examples: Client or Cost centre to track ownership, 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 → 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. 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 or update the 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 → Custom fields.
2. Select Edit on the field you want to change.
3. Update its Label, Type, Options or Applies to settings as needed.
4. Save.

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

• Keep field names short and consistent — a shared Client field across servers and domains makes reporting easier.
• Use choice fields instead of free text when you want consistent values for filtering later.

Good to know

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