{"id":23728,"date":"2025-07-18T10:49:17","date_gmt":"2025-07-18T08:49:17","guid":{"rendered":"https:\/\/support.serviceprotokoll.se\/25-07-16-news-on-custom-status-and-custom-fields\/"},"modified":"2026-02-03T11:35:36","modified_gmt":"2026-02-03T10:35:36","slug":"25-07-16-news-on-custom-status-and-custom-fields","status":"publish","type":"post","link":"https:\/\/support.serviceprotokoll.se\/en\/25-07-16-news-on-custom-status-and-custom-fields\/","title":{"rendered":"25-07-16 &#8211; News on custom status and custom fields"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/07\/PS_EN_user_permission_See_status_marked.png\" alt=\"\" class=\"wp-image-23705\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h4 class=\"wp-block-heading\">New user permission<\/h4>\n\n\n\n<p>&#8220;Show all custom statuses&#8221;<\/p>\n\n\n\n<p>The option is available for <strong>Work Orders<\/strong> and <strong>Service<\/strong>(orders). The permission is checked by default so you only need to act if a technician should NOT see custom selected statuses.<\/p>\n\n\n\n<p>The setting requires admin permission.<br\/><a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=4e26f0dd5b&#038;check=31q4v&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fen%2Fkb%2Fstatus%2F%23egen-status&#038;otype=unknown&#038;oid=0&#038;source=block-content\">Learn more about the function under point 4 here.<\/a><\/p>\n<\/div>\n<\/div>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/07\/PS_EN_custom_field_with_TYP.png\" alt=\"\" class=\"wp-image-23703\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/07\/PS_EN_custom_field_with_date.png\" alt=\"\" class=\"wp-image-23707\"\/><figcaption class=\"wp-element-caption\">If you have selected &#8220;date&#8221;.<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h4 class=\"wp-block-heading\">TYPE on custom status<\/h4>\n\n\n\n<p>On <strong>all<\/strong> custom fields you can choose whether the content of the field should be text, number or date. If you choose number you cannot write text, only numbers and for dates a calendar is displayed where you select the day.<\/p>\n\n\n\n<p>By default, <strong>text<\/strong> is selected for all your already created custom fields.<\/p>\n\n\n\n<p>The setting requires admin permission<\/p>\n\n\n\n<p><a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=4e26f0dd5b&#038;check=6aclo&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fen%2Fkb%2Fcreate-custom-fields%2F&#038;otype=unknown&#038;oid=0&#038;source=block-content\" data-type=\"ht_kb\" data-id=\"9202\">Read about custom fields here.<\/a><\/p>\n<\/div>\n<\/div>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/07\/PS_EN_serviceobjectsstatus_step1.png\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/07\/PS_EN_serviceobjectsstatus_step1.png\" alt=\"\" class=\"wp-image-23709\"\/><\/a><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h4 class=\"wp-block-heading\">Custom status on service objects<\/h4>\n\n\n\n<p>Now you can create your own statuses for service objects. Do this:<\/p>\n\n\n\n<p><strong>Step 1: <\/strong><\/p>\n\n\n\n<p>Step 1 and 2 requires admin permission:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <em>Group settings &#8211; Service object settings<\/em><\/li>\n\n\n\n<li>Enter the expression you want to use on your status in the &#8220;Name&#8221; field.<\/li>\n\n\n\n<li>Select a color by clicking on the blue color box. The color is displayed as a dot in front of the status.<\/li>\n\n\n\n<li>Optionally, fill in a description to clarify what the status means. The description appears in the popup when you select the status and when you hover over a status.<\/li>\n\n\n\n<li>Save<\/li>\n<\/ol>\n\n\n\n<p><strong>Step 2:<\/strong><\/p>\n\n\n\n<p>Choose whether a signature should be required to change status by checking the box under View settings &#8220;Require signature on status change&#8221;.<\/p>\n<\/div>\n<\/div>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/07\/PS_EN_serviceobjectsstatus_step2.png\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/07\/PS_EN_serviceobjectsstatus_step2.png\" alt=\"\" class=\"wp-image-23711\"\/><\/a><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p><strong>Step 3<\/strong>:<\/p>\n\n\n\n<p>On the service object, then select Status by clicking the &#8220;Change status&#8221; link.<\/p>\n\n\n\n<p>Depending on the settings you have made, you may need to sign the status change.<\/p>\n<\/div>\n<\/div>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/07\/PS_EN_serviceobjectsstatus_step3.png\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/07\/PS_EN_serviceobjectsstatus_step3.png\" alt=\"\" class=\"wp-image-23713\"\/><\/a><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>Select status in the popup.<br\/>Click <strong>Save.<\/strong><\/p>\n<\/div>\n<\/div>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/07\/PS_EN_serviceobjectsstatus_step4.png\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2025\/07\/PS_EN_serviceobjectsstatus_step4.png\" alt=\"\" class=\"wp-image-23715\"\/><\/a><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>Status is also displayed on orders under the service object.<\/p>\n<\/div>\n<\/div>\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>New user permission &#8220;Show all custom statuses&#8221; The option is available for Work Orders and Service(orders). The permission is checked by default so you only need to act if a technician should NOT see custom selected statuses. The setting requires admin permission.Learn more about the function under point 4 here&#8230;.<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[466],"tags":[],"class_list":["post-23728","post","type-post","status-publish","format-standard","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/posts\/23728","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/comments?post=23728"}],"version-history":[{"count":11,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/posts\/23728\/revisions"}],"predecessor-version":[{"id":26668,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/posts\/23728\/revisions\/26668"}],"wp:attachment":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/media?parent=23728"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/categories?post=23728"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/tags?post=23728"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}