Add custom fields linked to work orders (entered by the scheduler)

The custom fields make it possible to add additional information related to the work orders. These fields are then entered by the scheduler when adding a new task. 👨‍💻

The fields are visible on the roadmap of the field worker (available on the mobile application). It can be additional information needed to enable the field worker to complete the service operation. For example, the order number, the number of operations already completed for this customer, the date of the order, etc.

• Step 1: Add new custom fields
• Step 2: Enter the custom fields when planning work orders
• How to delete a custom field?

Step 1: Add new custom fields

💡 In order to add fields, you must add a category beforehand by clicking on the “Create a category” button. The categories are used to sort the different custom fields. For example, “Order Information”. To learn more, read this article.

1. Go to the “Settings” module.
2. Click on the tab “Custom fields”.
3. Click on “Work order”.
4. Click on the button “Create a field”.

   

5. Determine the “Name” of the custom field.
6. Sort the field into a “Category”.
7. Determine the “Field type” among the options:
   • Text;
   • Date;
   • Integer number;
   • Check box;
   • Photo;
   • list.
8. Click on the “Save” button.

   

☝️ Good to know: By default, custom fields are optional. If necessary, you can require your planners to fill them in when planning a work order by ticking the “mandatory” box when the field is created.

☝️ Good to know: “Indexed” fields can be searched in the global search to find work orders.

☝️ Good to know: You can determine the order in which the fields are displayed by dragging and dropping. The order defined is respected when the fields are displayed in the other modules.

Step 2: Enter the custom fields when planning work orders

Once the custom fields have been created in the settings, you can fill them in for each new task that you schedule.

Method 1: Plan a work order manually

Once the custom fields linked to the work order have been defined, they can be entered when manually scheduling a task.

Method 2: Import work orders

It is also possible to fill in custom fields in the work order import file. Just add a column to the Excel or CSV file with a header that corresponds to the name of the custom field entered when creating it.

How to delete a custom field?

1. From the table, click on “…” and “Delete”.
2. Click on the “Confirm” button.

   

☝️ Good to know: It is possible to modify an existing field by clicking on “...” and “Edit”. However, the “Field Type” cannot be changed.