Lamael je navr\u017een tak, aby vyhov\u011bl b\u011b\u017en\u00fdm po\u017eadavk\u016fm na \u0159\u00edzen\u00ed projekt\u016f, t\u00fdmovou spolupr\u00e1ci a \u0159\u00edzen\u00ed mal\u00fdch a st\u0159edn\u00edch firem. Ne ka\u017ed\u00fd je ale stejn\u00fd a tak ob\u010das pot\u0159ebujete n\u011bco nav\u00edc. Jsme na to p\u0159ipraveni.<\/p>\n
Vyu\u017eijte mo\u017enost p\u0159idat si vlastn\u00ed pole do sv\u00fdch kontakt\u016f a aktivit. Vlastn\u00ed pole je mo\u017en\u00e9 p\u0159idat do z\u00e1znam\u016f v agend\u011b Obchody, Projekty, \u00dakoly, Podpora, Kalend\u00e1\u0159, V\u00fdkazy, Kontakty, Evidence, Instalace a Zak\u00e1zkov\u00e9 listy. P\u0159ejd\u011bte do zvolen\u00e9 agendy, klikn\u011bte na zubat\u00e9 kole\u010dko vpravo naho\u0159e na li\u0161t\u011b a vyberte menu Vlastn\u00ed pole. Na dialogu p\u0159idejte vlastn\u00ed pol\u00ed\u010dka, pojmenujte je a nastavte typ pole.<\/p>\n
Pro ka\u017ed\u00e9 pol\u00ed\u010dko m\u016f\u017eete zvolit jeho typ. Ten ur\u010duje, jak bude pole na dialogu zobrazeno a jak\u00e9 hodnoty m\u016f\u017ee p\u0159ij\u00edmat. Na v\u00fdb\u011br m\u00e1te typy pol\u00ed:<\/p>\n
Za\u0161krt\u00e1vac\u00ed<\/strong> pole m\u00e1 t\u0159i stavy. V\u00fdchoz\u00ed stav je Nedefinov\u00e1no. Dal\u0161\u00ed stavy jsou Za\u0161krtnuto a Od\u0161krtnuto. Na Zak\u00e1zkov\u00e9m listu je \u017ea\u0161krtnut\u00ed \u010di od\u0161krtnut\u00ed pole povinn\u00e9, jinak nen\u00ed mo\u017en\u00e9 zak\u00e1zkov\u00fd list\u00a0 podepsat.<\/p>\n URL adresa<\/strong> se zobrazuje jako aktivn\u00ed link. Je mo\u017en\u00e9 jej prokliknout a zobrazit URL adresu v okn\u011b prohl\u00ed\u017ee\u010de.<\/p>\n \u010c\u00edslo<\/strong> je prov\u00e1d\u00ed kontrolu na zad\u00e1n\u00ed platn\u00e9ho integer nebo float \u010d\u00edsla. \u010c\u00edseln\u00e1 pole bude mo\u017en\u00e9 pozd\u011bji zahrnout do report\u016f a vy\u010d\u00edslit jejich sou\u010det. Reporty jsou extra modul, kter\u00fd je mo\u017en\u00e9 jednor\u00e1zov\u011b zakoupit aby se stal sou\u010d\u00e1st\u00ed va\u0161eho Lamaelu.<\/p>\n V\u00fd\u010det hodnot<\/strong> umo\u017en\u00ed definovat mno\u017einu hodnot, ze kter\u00fdch je mo\u017en\u00e9 p\u0159i zad\u00e1v\u00e1n\u00ed vybrat.<\/p>\n \u010c\u00edseln\u00e1 \u0159ada<\/strong> je speci\u00e1ln\u00ed typ pole, kter\u00e9 automaticky generuje nov\u00e9 \u010d\u00edslo v \u0159ad\u011b p\u0159i vytvo\u0159en\u00ed nov\u00e9ho z\u00e1znamu.<\/p>\n V\u00e1mi p\u0159idan\u00e9 pole se zobrazuj\u00ed na dialogu v p\u0159\u00edslu\u0161n\u00e9 agend\u011b ve speci\u00e1ln\u00ed sekci Dal\u0161\u00ed informace. Tato sekce se na dialogu zobraz\u00ed pouze v p\u0159\u00edpad\u011b, \u017ee jsou vlastn\u00ed pole definov\u00e1na nastaven\u00edm, viz v\u00fd\u0161e. Vlastn\u00ed pole se nezobrazuj\u00ed v celkov\u00fdch p\u0159ehledech dat, nejsou tedy vid\u011bt v zobrazen\u00ed dla\u017edic, v kanbanu, v \u010dasov\u00e9 ose ani v tabulkov\u00e9m zobrazen\u00ed.<\/p>\n Pokud m\u00e1te ve v\u00edce agend\u00e1ch vlastn\u00ed pole stejn\u00e9ho n\u00e1zvu, zajist\u00ed Lamael props\u00e1n\u00ed hodnoty t\u011bchto pol\u00ed z jedn\u00e9 agendy do druh\u00e9. Pokud nap\u0159\u00edklad zalo\u017e\u00edte projekt ke kontaktu, nebo \u00fakol k projektu, prop\u00ed\u0161e se hodnota stejn\u00e9ho pole z kontaktu do projektu nebo z projektu do \u00fakolu.<\/p>\n Pozor<\/strong>, pokud m\u00e1te v n\u011bkter\u00e9 agend\u011b pole typu \u010d\u00edseln\u00e1 \u0159ada<\/strong> a po\u017eadujete, aby se toto pole propisovalo do jin\u00fdch agend, pak v t\u011bchto jin\u00fdch agend\u00e1ch vytvo\u0159te vlastn\u00ed pole stejn\u00e9ho n\u00e1zvu a typu jedno\u0159\u00e1dkov\u00e9<\/strong>. T\u00edm zajist\u00edte, \u017ee se ve zdrojov\u00e9 agend\u011b se bude \u010d\u00edslo v \u0159ad\u011b generovat a do c\u00edlov\u00fdch agend se bude propisovat. Pokud byste toto pole nastavili typu \u010d\u00edseln\u00e1 \u0159ada i v c\u00edlov\u00fdch agend\u00e1ch, generovalo by se \u010d\u00edslo v tomto poli i v t\u011bchto agend\u00e1ch a t\u00edm by doch\u00e1zelo k duplicit\u00e1m v \u010d\u00edslov\u00e1n\u00ed a n\u00e1sledn\u011b k nesmysln\u00fdm propojen\u00edm.<\/p>\n Pokud jsou vlastn\u00ed pole definov\u00e1na, je mo\u017en\u00e9 podle nich filtrovat v pokro\u010dil\u00e9m filtru, kter\u00fd je dostupn\u00fd po kliknut\u00ed na ikonu trycht\u00fd\u0159e na li\u0161t\u011b vpravo naho\u0159e. Vlastn\u00ed pole zde m\u016f\u017eete vybrat z roletkov\u00e9 nab\u00eddky pol\u00ed. Vlastn\u00ed pole jsou v nab\u00eddce uvedena jako posledn\u00ed.<\/p>\n Pokud jsou vlastn\u00ed pole definov\u00e1na, jsou p\u0159id\u00e1na do exportu a je mo\u017en\u00e9 je tak\u00e9 importovat. Aby se n\u00e1zvy vlastn\u00edch pol\u00ed odli\u0161ily od intern\u00edch syst\u00e9mov\u00fdch pol\u00ed, jejich n\u00e1zev je v exportn\u00edch datech uvozen prefixem. P\u0159ed p\u0159\u00edpadn\u00fdm importem si na zkou\u0161ku vytvo\u0159te export n\u011bkolika z\u00e1znam\u016f a pod\u00edvejte se, jak datov\u00e1 sada vypad\u00e1.<\/p>\n \u00a0<\/p>","slug":null,"draft":0,"visibility":"public","views":140,"position":0,"description":null,"created_at":"2024-05-20T10:24:41.000000Z","updated_at":"2026-10-01T23:55:08.000000Z","model_type":"article","tags":[{"id":26,"name":"nastaveni","display_name":"nastaveni","type":"custom","created_at":"2025-01-30T14:14:36.000000Z","updated_at":"2025-01-30T14:14:36.000000Z"},{"id":41,"name":"personifikace","display_name":"personifikace","type":"custom","created_at":"2025-01-30T14:29:43.000000Z","updated_at":"2025-01-30T14:29:43.000000Z"}],"uploads":[],"categories":[{"id":21,"name":"Po\u010d\u00e1te\u010dn\u00ed nastaven\u00ed","description":null,"position":3,"default":0,"parent_id":18,"hidden":false,"created_at":"2022-01-11T10:49:34.000000Z","updated_at":"2022-01-19T16:20:14.000000Z","image":null,"model_type":"category","parent":{"id":18,"name":"Rychl\u00fd start","description":null,"position":1,"default":0,"parent_id":null,"hidden":false,"created_at":"2022-01-11T10:16:40.000000Z","updated_at":"2022-01-12T12:28:41.000000Z","image":"storage\/category\/M5CT0zEAfBAyoNlX0SzuxmAz5ws1RmCPQhfeUvEb.svg","model_type":"category"}}]},"contentNav":[{"display_name":"Typy vlastn\u00edch pol\u00ed","slug":"typy-vlastnich-poli","indent":false,"type":"h3"},{"display_name":"Zobrazen\u00ed vlastn\u00edch pol\u00ed","slug":"zobrazeni-vlastnich-poli","indent":false,"type":"h3"},{"display_name":"Propisov\u00e1n\u00ed vlastn\u00edch pol\u00ed","slug":"propisovani-vlastnich-poli","indent":false,"type":"h3"},{"display_name":"Filtrov\u00e1n\u00ed vlastn\u00edch pol\u00ed","slug":"filtrovani-vlastnich-poli","indent":false,"type":"h3"},{"display_name":"Export a import vlastn\u00edch pol\u00ed","slug":"export-a-import-vlastnich-poli","indent":false,"type":"h3"}],"status":"success","seo":[{"property":"og:url","content":"https:\/\/help.lamael.cz\/help-center\/articles\/129\/vlastni-uzivatelska-pole","nodeName":"meta"},{"property":"og:title","content":"Vlastn\u00ed u\u017eivatelsk\u00e1 pole - Lamael Podpora","nodeName":"meta"},{"property":"og:description","content":"Lamael je navr\u017een tak, aby vyhov\u011bl b\u011b\u017en\u00fdm po\u017eadavk\u016fm na \u0159\u00edzen\u00ed projekt\u016f, t\u00fdmovou spolupr\u00e1ci a \u0159\u00edzen\u00ed mal\u00fdch a st\u0159edn\u00edch firem. Ne ka\u017ed\u00fd je ale stejn\u00fd a tak ob\u010das pot\u0159ebujete n\u011bco nav\u00edc. Jsme na to p\u0159ipraveni.\nVyu\u017eijte mo\u017enost p\u0159idat si vlastn\u00ed pole do sv\u00fdch kontakt\u016f a aktivit. Vlastn\u00ed pole je mo\u017en\u00e9 p\u0159idat do z\u00e1znam\u016f v agend\u011b Obchody, Projekty, \u00dakoly, Podpora, Kalend\u00e1\u0159, V\u00fdkazy, Kontakty, Evidence,...","nodeName":"meta"},{"property":"og:type","content":"article","nodeName":"meta"},{"property":"article:published_time","content":"2024-05-20 12:24:41","nodeName":"meta"},{"property":"article:modified_time","content":"2026-10-02 01:55:08","nodeName":"meta"},{"property":"article:tags","content":["nastaveni","personifikace"],"nodeName":"meta"},{"property":"og:site_name","content":"Lamael Podpora","nodeName":"meta"},{"name":"twitter:card","content":"summary","nodeName":"meta"},{"nodeName":"link","rel":"canonical","href":"https:\/\/help.lamael.cz\/help-center\/articles\/129\/vlastni-uzivatelska-pole"},{"nodeName":"title","_text":"Vlastn\u00ed u\u017eivatelsk\u00e1 pole - Lamael Podpora"},{"name":"description","content":"Lamael je navr\u017een tak, aby vyhov\u011bl b\u011b\u017en\u00fdm po\u017eadavk\u016fm na \u0159\u00edzen\u00ed projekt\u016f, t\u00fdmovou spolupr\u00e1ci a \u0159\u00edzen\u00ed mal\u00fdch a st\u0159edn\u00edch firem. Ne ka\u017ed\u00fd je ale stejn\u00fd a tak ob\u010das pot\u0159ebujete n\u011bco nav\u00edc. Jsme na to p\u0159ipraveni.\nVyu\u017eijte mo\u017enost p\u0159idat si vlastn\u00ed pole do sv\u00fdch kontakt\u016f a aktivit. Vlastn\u00ed pole je mo\u017en\u00e9 p\u0159idat do z\u00e1znam\u016f v agend\u011b Obchody, Projekty, \u00dakoly, Podpora, Kalend\u00e1\u0159, V\u00fdkazy, Kontakty, Evidence,...","nodeName":"meta"}]}Zobrazen\u00ed vlastn\u00edch pol\u00ed<\/h3>\n
Propisov\u00e1n\u00ed vlastn\u00edch pol\u00ed<\/h3>\n
Filtrov\u00e1n\u00ed vlastn\u00edch pol\u00ed<\/h3>\n
Export a import vlastn\u00edch pol\u00ed<\/h3>\n