![]() To add a new bank account, the user would select Add Bank Accounts Information, and a new empty subset containing the four required fields will be added. You can create a Bank Accounts Information grouped custom field set with four custom fields: Bank Name, Bank Branch, Account Number, and Account Type. Suppose you want to track information about a client’s bank accounts. Grouped custom field setsīelow is an example of a grouped custom field set. Therefore you can store multiple values for custom field groups that are part of a grouped custom field set. Each custom field group can appear multiple times in the form. Therefore you can store only one value for a custom field that is part of a standard custom field set.Ī grouped custom field set can contain multiple custom fields. Each custom field will appear only one time in the form. There are two types of custom field sets: standard and grouped.Ī standard custom field set can contain multiple custom fields. For more information, see Custom field set types. If this field is left blank, an ID will be automatically generated. The ID used to reference this custom field set using the API. ![]() See below for more information on fields for custom field sets. Select the entity you would like to add a custom field set to.On the main menu, go to Administration > Fields.The guarantors and assets entities are the only entities that do not have custom field sets. ![]() Each custom field is grouped by its custom field set in the relevant forms. The table below lists which entities offer such custom field granularity: Custom Field EntityĬustom field sets allow you to group custom fields together. For more information, see Usage settings. For example, if you create a new custom field for loans, you may configure a user's access to that field so they may access the field for some loan products but not others. Some entities that support custom fields allow you to use granular usage settings to control access to the field based on the type of entity. If you would like to have custom fields on more types of transactions, please contact us through Mambu Support. No other transactions without transaction channels are currently supported. Custom fields for transactions by type are only available for transfers. ![]()
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