Customize your fields and templates

Published Nov 9, 2021

Data Fields

Just about everything in SourceHUB is customizable (with sensible defaults). One of the most utilized customizations are with the fields and templates around your specs and artwork. 

To reduce friction and increase adoption, what product lines you use for your packaging as well as the fields themselves and what you name them should map to your company's existing nomenclature.

Start in Settings -> Data Fields. From here, you'll find all the default data fields on SourceHUB and the ability to create your own.

Before creating your own, search the General Fields to see if we have the field you're looking for. Using an existing field means SourceHUB will know what your data means, and can make use of it in reports and analytics.

If we don't have your field, add it here. At a minimum, creating a field requires a name and a type (file, text, measurement, etc.). Depending on the type you choose, additional options may become available (for example: dropdown types require a pre-set list of options).

Some fields may be specification-specific, like measurements. Others can be setup to track identifiers from other systems (e.g.: SAP #'s or invoice IDs). You can use fields to capture anything and everything you like.

So far, the fields you created exist in a library; but won't show up on your records yet. We do this because some fields exist in multiple product lines (e.g.: integration IDs). So, the next step is to map them to your templates by browsing to Settings -> Record Templates. 

Record Templates

Record templates map and group the fields for your product lines (e.g.: flexibles, rollstock, etc.), artwork, and BOMs (ingredients, formulas, etc.). This is useful for certain fields like Length. From a data collection/reporting standpoint it means the same, but what it's called and how it's placed may differ depending on the packaging product line.

Like data fields, SourceHUB comes pre-loaded with a list of product lines. To customize your product lines, you have a few options:

  1. Find a SourceHUB default product line that's close to what you want and customize it. This is great if you just need to rename fields or make a few additions/removals. You'll be able to add, remove, rename or reorganize the fields and categories in an existing SourceHUB product line.
  2. Remove a SourceHUB product line. If you don't use a particular type of packaging, remove it to simplify your interface. Click into the product line, and click the Gear Icon -> Hide product line.
  3. Create your own. Sometimes, starting fresh is the easiest, especially if we don't have an existing product line that's close.

Once you click into a product line, you'll see three tabs:

  1. Configure fields: this is where most of your edits will be made. You can reorder or resize fields here. You can create, remove, or move fields between categories that group fields together. You can click into a field to configure the options, rename or remove it.
  2. Set default values: for fields with common values, save time by setting a default value. You'll be able to change it, but when creating records this value will be preset and can save time if it rarely changes.
  3. Preview: see your template come together and preview how the fields will look in your templates.

Once any changes are saved, you'll have the option of selecting a product line when creating records:

The product line and fields will be available throughout SourceHUB:

  1. When viewing the record.
  2. Viewing any record list, the field will be available as a column, sortable, and filterable:
  3. In certain reports that allow for field configuration, you'll be able to include it to gather metrics.
  4. Formula fields allow you to build Excel-like formulas, and custom fields can be used as inputs for calculations.
  5. When exporting your data, fields will be included as a cell value.
  6. For integrations, fields can be mapped to and from external systems.
  7. Certain notifications or emailed reports will include fields or print outs of records which will include the fields for reference either in the message itself or an attached PDF.
  8. When free-text searching lists or globally (top right), find your records fast by searching for custom field values.
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