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 A. equipment or B. work order request (or vehicle pro if your subscription is on a tier that includes vehicle pro).
A. Add Custom User-Defined Fields to Equipment
If you choose to add a user-defined field to equipment, simply add the name of the user-defined field, associate the service categories, toggle on "Is Active" and SAVE.
Once the user-defined field has been added to equipment, 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.
B. Add Custom User-Defined Fields to Work Order Requests
If you choose to add a user-defined field to a work order request, do the following:
- Add the name of your user defined field
- Associate one or more service categories
- Toggle on "Is Active" to see additional fields such as "Show on the Work Order Request Form" and "Is Required". Toggle on either or both of those sub-options if needed.
- If you toggle on "Show dropdow list", it will present the user with a dropdown list instead of a free form text box.
- Remember to click SAVE!
Within a work order request, this is what the user-defined field looks like, if not required.