How to Create or Customise Fields for Jobs
This tutorial will show you how to create and customise fields in your workspace settings to ensure you have all the necessary information and preferences for your entry and summary forms.
Creating or Customising Fields
Once your job settings are set, you can start customising or creating fields. Fields determine the types of information that may be saved and presented.
On the main navigation bar, (a) move your cursor to the Company profile beside the Individual profile and notification bell. Click the company profile dropdown button, and a drop-down menu will appear.
Click the Settings button (b) to redirect to the Workspace Settings page immediately.
Scroll down and look for the Custom Fields section. (c) Click on this section and you will see the different Record Types. These records, such as the Jobs, Sites, Documents, etc., are all customisable with the fields you want to include.
In this case, we’re changing the fields only for the Job Records. It is important to note, however, that the process for customising or creating fields for all the other record types is similar and it is up to the discretion of the user or account manager to edit as they see fit.
To create a field, (d) click the Create Field button on the upper right of the section. A new box will appear showing the designated text fields you must fill in to create a new field.
Filling in the Create Field Box
To begin, (a) type in the Display Name. The Display Name is what the custom field will look like on the entry, public or summary forms.
The Internal Name or Variable Name (b) will automatically fill in when typing the Display Name. You can change or type in the Variable Name that you want. See the tutorial on How to Manage Workflow Automation to learn about Variable Names.
You can (c) assign the Field Type by clicking on the Up/Down arrows beside the Field type. Several choices will appear, such as Single Line Text, Multi-Line Text, Date, etc. Choose the most appropriate field type for your custom field.
You can (d) further customise the Field by assigning Field Instructions, Default Value, and the Maximum Number of Characters.
A Required Field (e) can indicate whether it requires a value to proceed when toggling it on. As shown above, a text prompt will appear if a user or guest fails to fill in the required field, stating that the information is necessary.
The last section of the Create Field box is (f) to customise whether you want to display the field on the Entry, Public or Summary Forms. The Entry Form is for the user side when creating a job.
In this example, we’ve created a custom field called “Capture Info,” now reflected on the Custom Fields List. Toggling this will show that field on the Entry form, as shown above.
On the other hand, the public form is for guests who want to create a job. Toggling this will show the field on the guest side.
The summary form is the form that appears on the right side of the page when clicking a Job. It shows all the necessary information about the Job, including the information a user may have filled in on the Entry Form, as shown in the example above.
Lastly, (g) click the “Submit” button to save your Custom field.
Editing and Changing the Order of the Custom Fields
You can (a) edit the custom fields anytime by clicking on the “Edit” button, which you will find on the right side of the Custom Fields list. The Edit Box will appear.
When done editing, (b) click the “Submit” button to save your changes.
You can (c) arrange the logical order of these custom fields by hovering your mouse cursor on the horizontal lines before the Display Name. A crosshair will appear, allowing you to drag and drop the fields to your desired order. We moved “Capture this Info” to the top of the list in this example. This should reflect on the entry, public or summary forms.