Work Order Custom Fields

Work Order Custom Fields

Custom Fields allow you to add necessary information, measures of progress, specific details, etc. to work orders.

Adding a Work Order Custom Field

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to Work Flow Setup to access the sub-menus.
  3. Click Work Flow Custom Fields.
  4. There are two ways to add a custom field:
    • Within the tool bar directly above the Navigation pane, click the dropdown arrow next to New. From the list select Work Flow Custom Fields.
    • Within the Actions pane, click the Add New Work Flow Custom
  1. With either option, the General – Custom Fields window opens. Complete the following fields for the custom field:
    • Group Name – click on the dropdown arrow to access a list and from the list, select the group name the custom field will belong to.
    • Field Name – type-in the custom field’s new name.
    • Field Type – click the dropdown arrow to access a list from the list, select whether the field is a Yes/No, Text, Entry Date, or Drop Down.

! If you selected the Dropdown field type, a lower pane becomes available to allow you to create the dropdown values.  Within the lower pane, complete the following information to populate the dropdown list:

Data Value * – type-in the information that will appear in the list

Data Description * – type-in a description of the data value

Sort Order * – this determines the position the field appears within the list, each new field is numbered sequentially.  To change the order, click on the field you want to appear at the top of the list and type a 1 in the field.  If two fields are numbered the same, they appear in the list as they appear within this pane.

  1. Within the Actions ribbon group, click the Save (to save and stay) button, click on the Save & Close (to save and exit) button, or click on the Save & New (to save and refresh the screen) button to continue adding in custom fields.

Deleting a Work Order Custom Field

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to Work Flow Setup to access the sub-menus.
  3. Click Work Flow Custom Fields.
  4. The Work Flow Custom Field list opens to the right. Within the list, highlight the custom field to delete. There are two ways to delete a custom field:
    • Within the Actions pane, click the Delete Work Flow Custom Field
    • Within the tool bar directly above the Navigation pane, click the red X.
  1. Once you click Delete, a message box appears verifying that you really want to delete the custom field. Click Yes to continue or No to cancel the operation.