Create custom fields

Content

As an administrator, you can add your own fields for Work Orders, Service Orders, Customer, Facility, Sales Order and Quotation. In this way, you adapt the Service Protocol to your specific needs.

If you add suggestions for content in the field, these are displayed in a dropdown list. In this way you get a formalization of expressions used. However, it is always possible to enter any expression/word in the field, even if you have suggested content in the field.

Image 1: Here you see where self-defined fields (3 in this order) end up on a Work Order.

Do this:

Admin permissions are needed.
Under Group Settings – Module Settings there are several choices. Click on the feature you want to add custom fields to: Work Order Settings, Agreement Settings, Service Order Settings, Customer Settings, Facility Settings, Quotation Settings, Sales Order Settings…
Click on + Add custom field.
Enter the title you selected for the field.
Choose settings (see more under Settings)
Add suggestions for the field. The suggestions appear in a dropdown list on the order e dyl.
Save.

Figure 2: Adding custom fields to work orders.

Change order

If you have created several custom fields on a function, you can choose the order in which they should be added to the record itself. Using the green up/down arrows, you quickly sort the fields into the desired order.

Remove?

If you do not want to use the field anymore, click on the red cross in the upper right corner. On orders where the field has been used, the information remains, but it is no longer added to newly created orders.

Settings

Show on overview

Means that the information in the field is displayed in the list view – however in a slightly different way:

In the customer register – under Contact persons.
In the facility register, “Custom fields” are available as a category in the detailed list view. If you have selected the facility setting “Show in the list”, the contents of the field are displayed there as well as in the list view. See picture 3.
In work and service orders – in brackets after customer alt the facility on the list view.

Hidden for customer users

The field/information in the field is not displayed to logged in customer users.

Figure 3: The setting on Facility “Shown in overview” causes the contents of a self-defined field to be displayed in the list views.

Get from integartion

Are shown with and applies only to integration with IFS or Xpos. Some predefined names of the custom field must be used. Contact us to get more information.

Do not add SUGGESTION here if you selected Get data from integration if the financial system has suggestions. These two lists of suggestions will otherwise overlap in a bad way.

Is required

The technician must select one of the “suggestions” in order to save the order.

Include in Sub groups

For Work and Service Orders, if you have Subgroups, you can choose which subgroups should see the field.

Figure 4: When you add custom fields to work or service orders, you can choose whether they should appear in subgroups.

Applies to work orders

Additionally, work orders have View Settings that can be set – “Include Custom Fields on PDF”.

Updated on 5 April 2024

Tagged: create custom fields custom fields

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