Custom Text Fields Pro
When you hand a cut sheet to a client or save it for later, a filename like cut-plan-2026-04-01.pdf tells you nothing about the job. Custom Text Fields solve this by letting you print structured metadata — “Client: Smith Kitchen”, “Project: P-2026-047”, “Delivery: 14 Elm St” — directly into every PDF export. The information travels with the document, not just the filename.
Setup is a two-step process: you define the field names once in the Dashboard, then fill in the field values per job inside the app.
Step 1: Define Field Names in the Dashboard
Field names are shared across all your projects. You set them up once, and they appear automatically in every project you open in the app.
- 1
Open the Dashboard
Go to your CutOptim Dashboard and scroll down to the company data section.
- 2
Locate 'Egyedi szövegmezők' (Custom Text Fields)
Find the Custom Text Fields panel within the company data section. It lists any fields you have already defined, or shows an empty state if none exist yet.
- 3
Click 'Mező hozzáadása' (Add field)
Click the Add field button. A text input appears where you can type the field name.
- 4
Enter the field name
Type a short, descriptive label such as 'Client name', 'Project number', 'Delivery address', or 'Order ref'. Maximum 50 characters per field name.
- 5
Save
Click Save. Repeat steps 3–5 for each additional field. You can define up to 4 fields in total.
You can add, rename, or remove fields in the Dashboard at any time. Changes take effect the next time the app is opened or refreshed.
Step 2: Fill Field Values in the App
Once field names are defined in the Dashboard, the Custom Fields section appears automatically in the left sidebar of the app. No extra configuration is needed.
- 1
Open or create a project in the app
Load the cutting job you want to tag. The Custom Fields section appears near the bottom of the left sidebar — one labelled input for each field you defined in the Dashboard.
- 2
Enter the values for this job
Click each field and type the value that applies to this specific project. For example: Client name → 'Smith Kitchen', Project number → 'P-2026-047', Delivery address → '14 Elm St'.
- 3
Continue working normally
Values are saved automatically with the project. When you re-open this project later, the same values will be there.
If the Custom Fields section is not visible in the app sidebar, it means no field names have been defined in the Dashboard yet, or the page needs a refresh after adding them.
Where Fields Appear
Custom field values are included in all PDF-based exports. They appear in a dedicated metadata block, clearly labelled with the field name you defined.
| Feature | Type | Description |
|---|---|---|
| Cutting Plan PDF | ✓ Included | Field names and values appear in the job information block on the first page of the cut sheet. |
| Panel Labels | ✓ Included | Values are printed on each label sheet so panels can be traced back to the correct job and client. |
| Quotation PDF | ✓ Included | Values appear in the project details section of the quotation, useful for reference numbers and client names. |
Limits and Constraints
| Constraint | Limit |
|---|---|
| Maximum number of fields | 4 |
| Maximum field name length | 50 characters |
| Maximum field value length | 255 characters |
| Field names scope | Account-wide (same for all projects) |
| Field values scope | Per-project (saved with each cut) |
Common Field Configurations
Different trades tend to track different job metadata. Here are some suggested configurations as a starting point:
| Trade | Suggested field names |
|---|---|
| Cabinet makers | Client name / Room / Delivery date / PO number |
| Builders / contractors | Site address / Lot number / Supervisor / Work order |
| Shopfitters | Client / Store location / Fixture ref / Install date |
| Timber merchants | Customer account / Order ref / Delivery address / Driver note |
| Interior designers | Project name / Client / Phase / Budget code |
Field names are global — changing a name in the Dashboard updates it across every project. Field values are per-project — each job can have completely different values under the same field names. Use short, unambiguous field names so they are easy to fill in quickly for every new job.