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".
Creating User Defined Fields in Travel Tracker Routing
User Defined fields make the Travel Tracker Routing system very flexible by allowing you to create custom fields for each area of the Travel Tracker. Watch this short video to learn about User Defined Fields: Click here to watch on YouTube.
Add Custom Fields
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Adding Fields to an existing Spreadsheet /Viewing them in Pivot Table
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