Custom fields and tabs

Your fields. Your tabs. Your data model.

Up to 50 custom fields per module — text, number, date or dropdown — organised into tabs you name, on suppliers, contracts and savings. They appear on the record, as a table column, in the export and in the API.

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The oboloo way

Your data does not fit someone else’s fixed schema.

The difference between bending your process to the software and the software taking your shape.

#REF!supplier_fields_v9.xlsx#N/A
It is on someone’s laptop
The old way
  • Someone else’s fixed schema decides what you are allowed to record.
  • The fields your business actually runs on live in a side spreadsheet.
  • Nobody agrees which spreadsheet column is the real one.
  • A new field means a change request, a quote and a wait.
  • Your own data never reaches a table, an export or an API.
  • No record of who changed the structure, or when.
Free forever plan available
The oboloo way.
  • Up to 50 custom fields per module, named and typed by you.
  • Text, number, date or dropdown, enabled from Settings.
  • Grouped into custom tabs you name, on suppliers, contracts and savings.
  • On the record, as a table column, in the export and in the API.
  • Permission-controlled, with reordering written to the audit log.

Still not sure?

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How it works

Configure the fields and tabs your business actually runs on.

Name up to 50 fields per module, give each one a type, group them into tabs you name, and reorder them by dragging. Once a field is enabled it shows up on the record, as a table column, in the export and in the API.

1

Name the field and pick its type

Up to 50 custom fields per module. Rename them, choose text, number, date or a dropdown whose list of permitted values you control, and enable the ones you want from Settings.

2

Put it where it belongs

Create custom tabs such as Insurance Info or IT Compliance on supplier, contract and savings records, assign each field to one with Area of Placement, and drag the fields into the order you want.

3

It follows the data everywhere

An enabled custom field is not a dead end. It appears on the record page, as a table column, in the export and in the API response.

Why choose us

Configuration that is yours, not a change request.

Your own fields and your own tabs, managed from one Settings page, permission-controlled and audit-logged.

Configuration, not a change request

Rename, type and enable up to 50 custom fields per module yourself, from the Settings > Custom Fields & Tabs page. No ticket, no quote, no wait.

Tabs that match how you work

Create named custom tabs such as Insurance Info or IT Compliance on supplier, contract and savings records, each able to carry its own editable subheading of up to 250 characters.

Permission-controlled

Custom fields and tabs are managed from one permission-controlled Settings page, and reordering fields needs its own Reorder Custom Fields role permission.

Written to the audit log

When enabled fields are reordered within a record section, the change is recorded in the audit log, so the structure has a history like everything else.

Compare plans

Free-forever. Upgrade only when you need to.

Unlimited users, no credit cards or expiry dates. Your new platform, free forever. Includes a 14-day free trial of all Plus plans.

Free-forever plan
Everything you need to get started. No limits, no expiry.
$0/month
  • Supplier management
  • Contract management
  • eSourcing (RFX)
  • Savings management
  • Much more
Get started. It’s free
Supplier Plus
Supplier Plus plan
Advanced supplier tracking when you need deeper control.
$28/month
  • Everything included in the free-forever plan
  • Supplier compliance features
  • Supplier onboarding
  • Request documentation from suppliers
  • Custom fields and tabs, and much more
Try Supplier Plus for free
Sourcing Plus
Sourcing Plus plan
Advanced RFX creation tools when you need deeper control.
$25/month
  • Everything included in the free-forever plan
  • Reusable and custom RFX templates
  • Supplier questionnaires
  • Scorable supplier sections with weighted scoring
  • Custom fields and much more
Try Sourcing Plus for free
Contract Plus
Contract Plus plan
Advanced contract creation tools when you need deeper control.
$10/month
  • Everything included in the free-forever plan
  • Request or upload linked contract documentation
  • Custom notifications
  • Contract approvals
  • Custom fields and tabs
Try Contract Plus for free
Savings Plus
Savings Plus plan
Advanced savings tracking when you need deeper control.
$20/month
  • Everything included in the free-forever plan
  • Unlimited savings milestones
  • Savings document attachments
  • Savings approvals
  • Custom fields and tabs
Try Savings Plus for free
More features

Custom fields and tabs features.

Everything you need to record what your organisation actually tracks, on suppliers, contracts and savings, without a change request.

Up to 50 custom fields per module

Every module carries up to 50 predefined custom fields. Rename them, give each one a type and enable the ones you want from the Settings > Custom Fields & Tabs page.

Four field types

Each custom field is text, number, date or dropdown, chosen when you set the field up.

Dropdown lists you control

A custom field can be a dropdown with your own list of permitted values, editable whenever the business changes, rather than a fixed set someone else decided.

Removed values stay where they already are

Removing a value from a dropdown stops new records using it, while records that already hold it keep it, and it stays visible and exportable on those records.

Custom tabs you name

Group fields into named tabs such as Insurance Info or IT Compliance on supplier, contract and savings records, assigned with an Area of Placement dropdown.

Drag-and-drop reordering

Reorder enabled custom fields within a record section by dragging them, under a dedicated Reorder Custom Fields user-role permission.

Reorders recorded in the audit log

A change to the order of custom fields is written to the audit log, so the shape of the record has a history like everything else on it.

On the record, the table, the export and the API

Once a custom field is enabled it appears on the record page, as a table column, in the export and in the API response.

Managed in one permission-controlled place

Fields and tabs are all managed from the renamed Settings > Custom Fields & Tabs page, and each custom tab can carry its own editable subheading of up to 250 characters.

Quick answers

Custom fields and tabs FAQs.

Each module carries up to 50 predefined custom fields. Someone with the right permission renames them, gives each one a type and enables the ones you want from the Settings > Custom Fields & Tabs page, which is permission-controlled.
Text, number, date or dropdown. A dropdown field carries its own list of permitted values, which you define and can edit at any time.
Removing a value stops new records being given it. Records that already hold that value keep it, and it stays visible on those records and in their export, so nothing you have already recorded is rewritten or lost.
Yes. You can create named custom tabs, for example Insurance Info or IT Compliance, on supplier, contract and savings records, and assign custom fields to them with an Area of Placement dropdown. Each tab can also carry an editable subheading of up to 250 characters.
On the record page, as a column in the table, in the export and in the API response. Enabled fields can also be reordered within a record section by drag-and-drop, controlled by a Reorder Custom Fields user-role permission and recorded in the audit log.

Read the guide.

GuideWhen to move supplier contracts out of Excel

When to move supplier contracts out of Excel: 7 signs you have outgrown your spreadsheet, what a missed notice date costs, and a simple migration plan.

Read the guide
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Make the platform match your data model.
Your own fields, in your own tabs, on suppliers, contracts and savings — and in the table, the export and the API. Free forever, no credit card needed.