Custom data

This panel displays a list of custom data entries that match your search query.

Specify one or more search criteria and click Search. If you want to stop the search, press “Esc” on the keyboard or click Stop next to the search filters.

Click Default filters to reset the search criteria to their initial values.

Filter custom data by typing the custom data name.

Filter custom data by the entity they apply to:

• Select Any to search among custom data entries that apply to the customer, account, SIM card, or service entities.
• Select Customer to search only among custom data entries that apply to customers.
• Select Account to search only among custom data entries that apply to accounts.
• Select SIM card to search only among custom data entries that apply to SIM cards.
• Select Service to search only among custom data entries that apply to services.

Filter custom data by data format:

• Select Any to search among custom data entries regardless of their format.
• Select Text to search among custom data entries that store simple text.
• Select Number to search among custom data entries that store numbers.
• Select Date to search among custom data entries that store dates.
• Select Date & time to search among custom data entries that store dates with a time component.
• Select List to search among custom data entries that represent a list of fields.

Filter custom data by whether they are mandatory:

• Select Any to search among both mandatory and non-mandatory custom data entries.
• Select Yes to search among mandatory custom data entries.
• Select No to search among non-mandatory custom data entries.

Filter custom data by their visibility to end users:

• Select Any to search among visible, editable, and hidden custom data entries.
• Select Hidden to search only among custom data entries hidden from end users.
• Select Visible to end users to search only among custom data entries visible to end users.

Each entry in the custom data list consists of:

This column shows the available actions you can perform on a specific custom data entry.

Click Edit to edit the custom data details.

Click Delete to delete custom data. This option is only available for custom data entries that are not in use.

This column shows the custom data name.

This column shows the entity to which the custom data applies.

This column shows the format of the data that is stored in a custom field.

This column shows the custom data properties, e.g., the maximum value for a numeric custom data.

This column shows the information that is stored in a custom data by default.

This column shows whether the custom data is mandatory or not.

This column shows whether custom data is hidden from, visible to, or editable by end users.

This column indicates whether the custom data includes personal information or not.

On the Audit log panel, you can track and browse through changes made to custom data entries. To view audit logs, click Audit log in the upper right corner.

• Change table settings – click Settings in the title bar to customize columns, change row style, or reset table settings.
• Re-order the columns – drag-and-drop the column headers right or left to place the columns in the order you want.
• Re-order the rows – click Arrow (or ) next to the column header to re-sort the rows. For example, the Custom data list panel displays custom fields in alphabetical order. You can re-sort them in the reverse order.
• Change the default number of results globally – use the Rows per page drop-down list in the lower right corner to adjust the maximum number of rows that appear on the panel. By default, the panel displays 25 rows. Once the number is changed, it's automatically saved, so the same number of rows is shown for PortaBilling entities, e.g., customer, account, reseller, etc.