🛠️ Make Dolibarr work your way — customize fields and workflows to match how your business really operates. Here's how to tailor your CRM for clarity and control.
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🛠️ Customizing Fields and Workflow in Dolibarr
Dolibarr is built to adapt. Whether you need custom fields for tracking key data or want to streamline approval flows, Dolibarr's flexibility helps you build a CRM that fits your operations.
🧩 Adding Custom Fields (Extra Fields)
You can add custom fields to nearly any module (clients, invoices, tasks, etc.):
- Go to Setup > Dictionaries > Extra Fields
- Select the module you want to modify
- Click Create Extra Field and configure:
- Field label and internal name
- Field type (text, date, select, checkbox, etc.)
- Required/Optional and visibility settings
- Save — the field now appears in all new records for that module
💡 Use Case: Add a "Referred By" dropdown to client profiles or a "Priority Level" to tasks.
🔀 Adjusting Workflows
Each Dolibarr module can include logic for workflows. For example:
- Automatically set proposal status to "Validated" after PDF generation
- Require manager approval before closing an invoice
- Update project status when all tasks are marked complete
To customize workflows:
- Visit Setup > Module Settings > [Module Name]
- Enable or adjust workflow options
- Use Triggers (see below) for advanced logic
🔁 Using Triggers for Custom Actions
Triggers execute actions when events occur, like creating, modifying, or deleting an object.
Enable them at Home > Admin Tools > Triggers. You can:
- Send email alerts when a new contact is added
- Create log entries when status changes
- Trigger external webhooks or API calls
Triggers can be extended with PHP scripting for complex logic.
✏️ Editing Dropdowns and Categories
You can modify Dolibarr’s preset lists to match your industry or structure:
- Go to Setup > Dictionaries
- Edit items like status types, payment terms, delivery methods
- Add or remove values used in forms, filters, and reports
💡 Pro Tip: Rename statuses to match internal processes — e.g., change "Prospect" to "Lead - Unqualified" for clarity.
🔒 User Access and Form Visibility
Customize who sees or edits what:
- Define permissions by user or group
- Hide fields based on role or module access
- Restrict visibility of sensitive categories or pricing levels
This ensures your team sees exactly what they need — and nothing more.
🛟 Need Help?
- 📝 Open a support ticket for complex workflows or field logic
- 💬 Use live chat for setup questions
- 📚 Visit the Knowledge Base for examples of common field setups and form redesigns
With the right customizations, Dolibarr becomes a tailored workspace for your team — built to match how you really work.