{"id":9371,"date":"2023-03-02T13:27:18","date_gmt":"2023-03-02T12:27:18","guid":{"rendered":"https:\/\/support.serviceprotokoll.se\/?post_type=ht_kb&p=9371"},"modified":"2025-10-17T10:50:08","modified_gmt":"2025-10-17T08:50:08","slug":"create-custom-fields","status":"publish","type":"ht_kb","link":"https:\/\/support.serviceprotokoll.se\/en\/kb\/create-custom-fields\/","title":{"rendered":"Create custom fields"},"content":{"rendered":"\n

You can add your own fields for Work Orders, Service Orders, Customer, Facility, Sales Order, Purchase Order, Quotation, Service object<\/em> and Article post<\/em>. In this way, you adapt the Service Protocol to your specific needs.<\/p>\n\n

Creating custom fields requires admin permission.<\/p>\n\n

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 (if you have selected TYPE = text, see point 4 below), even if you have suggested content in the field.<\/p>\n\n

By creating custom fields with exactly the same name, you can make the contents of these move between different functions.<\/p>\n\n

For customer and facility, you can also create fields that are transferred to Work Orders. <\/span>Read more here.<\/a><\/p>\n\n

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Image 1: Here you see where custom fields (3 in this order) end up on a Work Order.<\/figcaption><\/figure>\n\n

Do this:<\/strong><\/p>\n\n

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  1. Go to Group Settings<\/a> – Module Settings.<\/em> 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, Purchase Order Settings, Sales Order Settings, Service object settings.<\/em>..<\/li>\n\n\n\n

  2. Click on + Add custom field.<\/strong><\/p><\/li>\n\n\n\n

  3. Enter the title you selected for the field.<\/li>\n\n\n\n
  4. Select TYPE. \n