Work Orders Custom Fields

The system enables you to add a number of custom fields in the work order to enter extra info that appear in the work order template when saving it.

1. From the main menu, click on “Work Orders”.
2. Select from the menu “Work Orders Settings”.
3. Click on the field titled “Custom Fields”.
4. You can select the type of fields required from the list on the right , such as (single line, multiple lines, number, dropdown, checkbox, date, and others).
5. Click and drag the desired field to the empty space until a frame appears indicating the field’s position on the screen.
6. A pop-up screen immediately appears with “Field Settings”, which includes:
   • Properties: Adjust the basic settings of the field like (field label, instructions, initial value, etc.).
   • Validation:
     • Is it Required ?: The field becomes mandatory when adding a work order, and saving is not allowed without entering a value in the field.
     • Filter by this Field?: The field appears as one of the filters used on the “Work Orders” page.
     • Is it Unique ?: The program prevents the same value from being repeated in the field for any other work order.
   • Layout: You can format the size and position of the field relative to other custom fields on the page.
7. Adjust the field settings, then click the “Save” button.
8. Click on the “Save” button to apply the added fields.

• Note: The additional fields that have been selected appear on the “Add Work Order“ page below all the basic fields.