Documents Custom Fields in Storefront

In Storefront, certain automatically-published (extra) custom fields for documents can be visible after the user uploads them and publishes them to Storefront, either via the My Account → Documents path in Storefront, or via the Storefront’s Widget Dashboard by locating the widget called Recently Updated Documents.

For more information regarding the viewability of Documents Custom Fields in Storefront, please check the Viewing Published Documents page.

Enabling Documents Custom Fields in Storefront

If you want to display document information to your customers or keep certain user-specific information on display, you can publish the documents' custom fields in the My Account → Documents List view page in Storefront as well as in the Recently Updated Documents dashboard widget in Storefront. To do so, you can navigate to BSS Setup > Office > Documents > Custom Fields and add a new Document Custom field entity by clicking on the Add button.

By creating a new Documents custom field, the BSS user has the following two Type options for being able to display the
Document’s custom field data in Storefront.

The Type ‘Simple Value’	The Type ‘Text Area’
The "Simple Value" Type can contain the following Value Types: Text (is default value type) Number Currency Date	The "Text Area" Type can contain a textual or numeric value inside the Default Value text box.

Once one of the two aforementioned Types is selected and defined, by selecting the Advanced Options tab, you can choose to publish it in Storefront once the Show in Storefront checkbox is enabled.

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Remember to define the Display Rule for the manually-created Documents Custom Fields When you have manually created a document custom field and not one that was automatically created and published in Storefront, you are required to assign the proper Display Rule for each manually created custom field. What are the Display Rules: Display Rules are display-controlers that define which custom fields are displayed in Storefront based on either the Document Status (New, Processed) or the Document Type (Agreement, Invoice, Price Catalogue). For example, when a display rule for a specific status or type of a document custom field is set, then that custom field will only be displayed on documents with the specified display rule and not on every document, in Storefront. Setting Up Display Rules: To setup such Display Rules, you must click on the Field Details tab, and under the section Display Rulechoose from the dropdown button either the option “Status“ or “Type” and on the adjacent text field, you can utilize the magnifying glass icon to track the exact option for that custom field. Type - Display Rule Status- Display Rule

After finishing those changes, by clicking on the Save or Save and Close button, the changes will be in effect, and the particular custom field that you have chosen will be displayed on the My Account → Documents view page in Storefront as well as in the Recently Updated Documents dashboard widget in Storefront

Viewing Documents Custom Fields in Storefront

You can verify your changes by logging into your Storefront and navigating to the My Account → Documents List view page in Storefront or in the Recently Updated Documents dashboard widget in Storefront, and choosing the Document that you have made the changes to. For example, the following ……… Document.

Documents List - Example	Widget Dashboard - Example
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Shorting & Filtering in the Documents List

The Storefront user does not have the ability to move the custom field column within the table, and there is no filter option available in the column.

Standard Reseller (Admin Panel)

In the Admin Panel of the Standard Reseller, within the Documents Section on the Dashboard, the custom fields in the widget are displayed in the same way as they appear in the widget on the Distributor's Storefront.

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