How to Create/Edit Custom Fields?

You can create and edit custom fields for the Customers, Sites, Jobs, and Items sections of the software by following the steps below.

Custom fields allow you to record your own information against Customers, Sites, Jobs and Items that are not covered by the standard fields that are built into the software.

It is possible to set Job and Item custom fields so that they are editable by your engineers using the Job Sheet App, allowing them to record information in these fields whilst out on-site.

1.  Navigate to Settings > Custom fields.

The Custom fields dropdown is displayed. 

In this example, we are showing how to create a custom field for Jobs. You can follow similar steps to create custom fields for Customers and Items.

2.  Click Job. 

The Job custom fields page is displayed. 

3.  Click Create new Job custom field.

The Create new Job custom field dialog is displayed. 

4.  Enter the name of the field in the Name field. 

5.  Enter a description in the Description field. The description is optional and it is displayed while hovering over the help icon beside the field within the software, it is only for internal use to identify what the field is used for.

6.  Select the type of data the field will accept from the Data Type dropdown list. This is the type of field that will be used such as a Textbox, Dropdown list, Checkbox list etc.

7.  Check the box Show on table to display this field on the Jobs table. You can then sort and filter the data on the Jobs table using this field.

8.  Check the box Show on document to display this field on the job sheet document that the customer can view.

9.  Check the box Show in App to display this field in the Job Sheet App (on the "Summary" page of a job) so that the engineer can view this field while looking at a job assigned to them in the Job Sheet App.

10.  Check the box Edit in App to allow the engineer to edit this field in the Job Sheet App (on the "Details" tab of a job, however, if this is an Item custom field it will show on the "Edit item" page in the Job Sheet App).

11.  Click Save changes.

The custom field is created and displayed. 

Note:  

• You can edit any existing custom field by clicking Edit in the row of the field and making the necessary changes.
• You can delete any custom field that is no longer needed by clicking Delete in the row of the field and confirming the deletion.
• You can change the order of the custom fields by holding down the left mouse button on the icon in the Sort column of the custom field and dragging it up or down.