{"id":29280,"date":"2026-08-18T14:11:58","date_gmt":"2026-08-18T12:11:58","guid":{"rendered":"https:\/\/support.serviceprotokoll.se\/26-08-18-new-register-development-of-custom-fields-on-service-objects-new-settings\/"},"modified":"2026-08-18T15:25:23","modified_gmt":"2026-08-18T13:25:23","slug":"26-08-18-new-register-development-of-custom-fields-on-service-objects-new-settings","status":"publish","type":"post","link":"https:\/\/support.serviceprotokoll.se\/en\/26-08-18-new-register-development-of-custom-fields-on-service-objects-new-settings\/","title":{"rendered":"26-08-18 &#8211; New register, development of custom fields on service objects, new settings &#8230;"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f 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\/2026\/08\/PS_EN_register_user.png\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2026\/08\/PS_EN_register_user.png\" alt=\"\" class=\"wp-image-29220\"\/><\/a><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h3 class=\"wp-block-heading\">New user register<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">To provide a good overview and make it easier to change permissions and user settings, we have created <strong>Register &#8211; Users<\/strong>. The register is only available to those with admin permissions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=797bec42d7&#038;check=154lf&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fen%2Fkb%2Fregister-user%2F&#038;otype=unknown&#038;oid=0&#038;source=block-content\">Read more about the user register.<\/a><\/p>\n<\/div>\n<\/div>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f 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\/2026\/08\/PS_Serviceordersetting_Require_articlefromregister.png\" alt=\"\" class=\"wp-image-29261\"\/><\/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 feature for custom fields on service objects<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Information you enter in a custom field on a service object is now carried over to Work orders, Service, and Sales orders if the field has the exact same name as one in Work orders, Service, and Sales orders.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=797bec42d7&#038;check=6vb0m&#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\">Learn more how to to create and use custom fields.<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n<\/div>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f 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\/2026\/08\/PS_EN_Quote_collectionf.png\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2026\/08\/PS_EN_Quote_collectionf.png\" alt=\"\" class=\"wp-image-29267\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"75\" height=\"68\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sammanstallning_lista75q.png\" alt=\"Collection function\" class=\"wp-image-9358\" srcset=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sammanstallning_lista75q.png 75w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sammanstallning_lista75q-50x45.png 50w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sammanstallning_lista75q-60x54.png 60w\" sizes=\"auto, (max-width: 75px) 100vw, 75px\" \/><figcaption class=\"wp-element-caption\">This is what the button for the collection function looks like.<\/figcaption><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h3 class=\"wp-block-heading\">Quote has been given a collection function<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In Quote&#8217;s collection function you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>remove or add assignment<\/li>\n\n\n\n<li>set, change or remove tags<\/li>\n\n\n\n<li>print quotes<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><a class=\"heroickb_exit_link\" href=\"?hkb-redirect&#038;nonce=797bec42d7&#038;check=5pp5q&#038;redirect=https%3A%2F%2Fsupport.serviceprotokoll.se%2Fen%2Fkb%2Fcollection-functions%2F&#038;otype=unknown&#038;oid=0&#038;source=block-content\" data-type=\"ht_kb\" data-id=\"10564\">Read more aboyt the collection function here.<\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Set to autogenerate invoice on Agreement<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Via the collection function, you can activate or deactivate automatic invoice generation for multiple agreements at once.<\/p>\n<\/div>\n<\/div>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f 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\/2026\/08\/PS_Serviceordersetting_Require_articlefromregister-1.png\"><img decoding=\"async\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2026\/08\/PS_Serviceordersetting_Require_articlefromregister-1.png\" alt=\"\" class=\"wp-image-29263\"\/><\/a><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h3 class=\"wp-block-heading\">New setting on Service Order Settings and Quote Settings<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">For those of you who do not want to be able to add completely new articles, i.e. articles that you do not have in your article register, to a service order or a quote, there is now a setting for that. Select &#8220;Require articles from registry&#8221;. This has been available in the work order settings before.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The setting requires admin permission<\/p>\n<\/div>\n<\/div>\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f 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\/2026\/08\/PS_Search_installationdate.png\" alt=\"\" class=\"wp-image-29247\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<h3 class=\"wp-block-heading\">How many service objects have we installed in a year?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Select the category (which you can find in list mode, the three horizontal lines) &#8220;Installation&#8221; in your service object register. Click on the blue button next to the category to open the search box, set the date you want to search for and click on Search. Done!<br\/>If you want to export the list, click on the Export symbol.<\/p>\n<\/div>\n<\/div>\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>New user register To provide a good overview and make it easier to change permissions and user settings, we have created Register &#8211; Users. The register is only available to those with admin permissions. Read more about the user register. New feature for custom fields on service objects Information you&#8230;<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_searchwp_excluded":"","footnotes":""},"categories":[466],"tags":[],"class_list":["post-29280","post","type-post","status-publish","format-standard","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/posts\/29280","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=29280"}],"version-history":[{"count":1,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/posts\/29280\/revisions"}],"predecessor-version":[{"id":29281,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/posts\/29280\/revisions\/29281"}],"wp:attachment":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/media?parent=29280"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/categories?post=29280"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/tags?post=29280"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}