Creating and organising custom fields

Introduction

Before you can use custom fields in AntsRoute, you must first create them in the settings.

Custom fields can be organised into categories in order to structure the information and make it easier to read.

⚠️ To create a custom field, you must first create a category.
 

Step 1: Access the custom fields settings

1. Log in to your AntsRoute account.
2. Open the Settings menu.
3. Click on Custom fields.

Three tabs are available:

• Customer file
• Delivery
• Validation of a delivery

Each tab corresponds to where the fields will be used.

• Customer file ➡️ Custom fields related to the customer
• Delivery ➡️ Custom fields related to a specific delivery
• Validation of a delivery ➡️ Custom fields filled in by the driver when validating the delivery

👉 Before creating a category or a field, you must select the tab that matches your needs.
 

Step 2: Create a category

Categories allow you to group several custom fields together.

Creating a category is required before adding a custom field.

To create a category:

1. Select the desired tab (Customer file, Delivery, or Validation of a delivery).
2. Click Create a category.
3. Enter the category name.
4. Save.

Examples of categories:

• Access information
• Technical information
• Delivery tracking

Step 3: Add a custom field

Once the category has been created, you can add a custom field.

1. Click Create a field.
2. Enter the field name.
3. Choose the field type.
4. Select the category where the field will be placed.
5. Save.

☝️ Useful information:

1. Choosing the field type

Depending on the information you want to record, you can choose from different field types:

• Text: for free text information (e.g. gate code)
• Number: for numerical values
• Dropdown list: to offer several choices
• Date: to record a date
• Checkbox: for yes/no information
• Photo: to attach a photo

The field type should be chosen according to the information you want to collect.

2. Options available when creating a field

When creating a custom field, several options can be enabled depending on your needs:

• Mandatory field: the field must be completed in order to save the information.
• Indexed field: indexed fields can be searched using the global search to make it easier to find deliveries.
• Private field: the field will not be visible in the drivers’ mobile application.

Step 5: Organise the display order

You can change the order of the fields to improve the readability of the information.

To do this:

1. Go to the list of fields in the category.
2. Drag and drop the fields to change their position.

Conclusion

Custom fields allow you to adapt AntsRoute to your operational needs.

To create a custom field:

• select the relevant tab (Customer file, Delivery, or Validation of a delivery)
• create a category
• then add your custom fields

Once the fields are created, you will be able to use them in customer profiles, deliveries, or when drivers validate their deliveries.

🙋‍♀️ Need help?

If you are having difficulty understanding how custom fields work, please feel free to contact AntsRoute support by email or via the chat available from the web interface.