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 vehicles.
- 4. If you choose to add a user-defined field to vehicles, simply:
- A. Add the name of the user-defined field,
- B. Toggle on "Is Active"
- Choose if you want the field to be a drop down with multiple choice options or a text box,
- C. If you choose "Drop-down" then added the drop down options
- D. Click SAVE.
- 5. Once the user-defined field has been added to vehicles (and is active), when you click on Vehicles (A.) in your left side menu bar and then choose "Edit" (B.), you will see the custom field (C.).
A.
B.
C.
When you export Vehicles to an Excel file, your custom columns can be included!
Related articles:
- Equipment | Add Custom User-Defined Fields to Equipment Pages
- Internal Work Order Form | Add Custom User-Defined Fields