Admins have the ability to add custom "User-Defined Fields" to a work order requests OR equipment, based on one or multiple Service Categories.
- 1. To get started, go to your sidebar and go to Settings > Advanced > User-Defined Fields.
- 2. Then choose "Add New User Defined Field"
- 3. Start adding your "user defined field" to a piece of equipment.
- 4. If you choose to add a user-defined field to equipment, simply:
- A. Add the name of the user-defined field,
- B. Associate the service categories,
- C. Toggle on "Is Active"
- D. Click SAVE.
Example:
- 5. Once the user-defined field has been added to equipment (and is active), you will see that custom field within the settings page of equipment pieces that have the same service category chosen in the user defined field.
Example
- 6. Back on the Settings > Advanced > User Define Fields page you will see all the custom fields that you have added, whether that is to equipment, the internal work order form, or a vehicle.
When you export equipment to an Excel file, you will see the option to include your custom user define fields!
Related articles:
- Internal Work Order Form | Add Custom User-Defined Fields
- Vehicle Pro | Add Custom User-Defined Fields to Vehicles