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.
For customer and facility, you can also create fields that are transferred to Work Orders. Read more here.
Do this:
- Admin permissions are needed.
- Under Group Settings – Module Settings 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.
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.
Get data from integration
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 and Order types
For Work and Service Orders, if you have Subgroups, you can choose which subgroups should see the field. The same applies if you have created your own order types.
Applies to work orders
Additionally, work orders have View Settings that can be set – “Include Custom Fields on PDF”.
Information to be moved from customer/facility to work order
Have you created self-defined fields in Customer settings or Facility settings and want the information in these to be transferred to all work orders you create at the customer or facility?
Do this:
Create a self-defined field in Work order settings with the exact same name as the one in customer/facility.
The information can be changed on the work order without affecting the information you entered in the field on the customer/facility.
