How to Add Custom Fields to DevExpress Reports

Overview

This tutorial explains how to add your own custom fields to DevExpress reports, such as certificates, invoices, or Statements of Attainment. Adding custom fields allows you to include extra information that isn’t part of the standard template, helping you tailor the report to your organisation’s needs.

By the end of this tutorial, you’ll understand where custom fields can be added in the DevExpress template editor and how they can help you personalise your reports. This overview is designed to give you a clear picture of what’s possible before you move on to the step-by-step process.

IMPORTANT: Before you can add a custom field to DevExpress reports, make sure you’ve already created your custom fields. Please refer to this tutorial for comprehensive steps on how to create custom fields: How to Use Custom Fields.

Step Tutorial

1. From the Dashboard, head to Administration → Templates → Documents.

2. Locate the document template (Invoice, Certificate, or SOA) where you want the custom fields to appear. You may use the search bar to locate it easily. Click the kebab icon beside it, then select Edit Report. 

Refer to this image for steps 1 and 2.

3. A new tab will open in your browser; this is the editor where you can add the custom fields.

4. Drag the Label field (A icon) onto the editing page. This will allow you to type in the internal reference ID of the custom field you want to add.

5. Once it has been added to the editing page, click the field to view its properties. From the Properties tab (right panel), under the Text field, enter the internal reference ID of the custom field. Please note that you must add curly brackets before the internal reference ID (e.g. {CF0001}).

NOTE: The Internal Reference ID can be found here:

6. Repeat the process until you have added all the custom fields you want to include. Once you’re done, click the hamburger icon, then select Save.

7. Try issuing the document you edited to a student and check if the custom field you added is reflected. For example, here’s our generated template:

These are the steps for how to add custom fields to DevExpress reports.

Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.

• Related Articles

• How to Add Dynamic Fields, Custom Fields, and Signature Fields to your Digital Doc

  Overview Digital Docs works like a typical word processors used for creating, editing, formatting and printing text documents. Once created, SMS has the capability to send the digital documents directly to the selected entity via email, publish it ...

• How to Use Custom Fields

  OVERVIEW Custom fields allow you to capture specific information in your SMS that may not be included in the pre-defined forms. Using custom fields enable you to gather and store information that is unique to your organisation’s needs, allowing you ...

• How to Create Custom Page

  Overview A custom page is a blank page added to your store that you can personalize by adding content according to your preferences. It will become visible in this section (Site Navigation) when enabled. In this tutorial, we'll discuss how to create ...

• How to Add a Company in the SMS (Maximise)

  Overview This tutorial will show users how to provide third party clients their access to your SMS. In the Maximise version of the Company Portal, users can select the Company type which can be an employer, an agent and the like. A parent company can ...

• How to Add Group Events

  Overview Adding an event specific to a group can be set up in the Student Management System (SMS). This feature allows administrators to schedule and manage events tailored to a particular student group. By associating events directly with groups, it ...