Adding User Defined Fields

Adding User Defined Fields

Admins have the ability to add a "User-Defined Field" to a work order or equipment, based on one or multiple Service Categories.

  • To get started, go to your sidebar and go to Settings>Advanced>User-Defined Fields.
  • Then choose "Add New User Defined Field"
  • Start adding your user defined field to a piece of equipment or work order, add the name of your user defined field, add one or multiple service categories it should be tied to and click SAVE.

After adding the user-defined field to a work order, you also have the option to add it to a work order request form. Simply go to the "Work Order User-Defined Fields" grid (as shown below), choose the green edit button to the right of the user-defined field name, and check the box "Display on the WO Request Form". 

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