How do I create custom fields?

Custom fields allow you to track additional information for users, locations, work orders, or issues. 

Steps to create a custom field

1. Option 1: Click your profile in the bottom left corner, go to Company Settings.

   Option 2: Use the search bar at the top left (or press Ctrl+K) and type Company Settings. 

2. Select Custom Fields from the left-hand menu.

3. Choose which type of custom field you want to create:

   • Work Orders: Track work order information

   • Users: Track employee information

   • Locations: Track location details

   • Issues: Track issue details

4. Click Add Custom Field in the top right corner.

5. Enter a Description for the field (e.g., "Favorite Color"). 

6. Select the type of information you want to capture:

• Text: Short text entry

• Text Box: Longer text entry

• Number: Numeric values

• Date: Date picker

• Yes/No: Checkbox

• File: File upload

• Drop-down: Multiple choice options

Creating a drop-down field

1. Select Drop-down as the field type.

2. Add options to the list (e.g., "Red", "Blue", "Yellow").

3. Save the custom field.
   
   

    

    

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