Custom fields are managed in the administrator platform. The fields are displayed in the application but can only be archived, edited or created by an administrator of the Frontu account.
Take a look below how to create, manage and use this feature. The example is shown with a work order but for customer, object, equipment, standard jobs and materials it works the same way.
Adding custom field
If you would like to add custom fields to the work order, click "Work orders" in the left menu. Custom fields tab is the last, click on it. You will be able to see the list with already created fields as well as the button for creation. Filter by title is available together with archive filter.
For new custom field click "+New custom field" button. Enter the title for the field and select from type format: title, select, date, number, checkbox, autocomplete, email, phone, text.
Mark checkbox if it is a required field for administrator or for the application and if you would like to see this information in PDF act.
You can choose work order types for the particular work order custom field. The logic is made in the application and if you selected any work order types in the form, the app user will only be able to see custom field for the selected work order type. Field is not required so if it is empty - custom field will be visible for all work order types.
After "Save" action newly created field will appear in the list.
Custom fields editing and archiving
Once you create a custom field and select its type and field data type system will not allow to change these entries. You would need to archive the custom field and create a new one if any changes are needed.
Note: if you would like to use the same title first make sure to edit the title of the one you are about to archive (ex. X Name Custom Field - archived) otherwise you will not be able to create new custom field using the original title as it would come up as duplicate or already existing one.
Custom fields in Web App
Now click new work order creation button and you will see custom fields there. The ones you have selected as required are required in the creation form.
Moreover, you will see newly added filter for filtering custom fields information. Click on “Select filters” in the work orders tab, mark “Custom fields” and you will be able to see them as separate filters.
Custom fields in App
If the field is only required in the application, administrator could create a work order without adding it. The field then will be optional in the administrator environment. However app user will see the “Mandatory tab” label in the “Properties” tab asking him to fill in required custom fields. If required custom fields is not filled, user will not be able to complete a work order. Required custom fields are at the top of the list.
If the work order type hasn't any custom fields, the application shows custom fields without the work order type in the properties screen.
“Edit properties” button will let user to edit custom fields. After the changes, click “Save” button and information will be updated and visible in the properties tab. If you are a helper, you will not be able to edit any properties.
Have in mind that if you change work order type in INFO tab when editing the work order, custom fields will be updated automatically. You will always see only those custom fields that belong to the exact work order type.
If you select “Autocomplete” or “Select” type, you will be able to add field data. Added field data will be visible in the dropdown list.
If you select “Text” type, you will be able to add a hyperlink on a text. It will be visible and clickable from the administrator and technician side. If you use phone number or email in this kind of field, you will be redirected to call or send email when you click on the entry accordingly.
When creating a work order (or other entry that has custom fields) in the application, the custom fields are displayed on the same principle as they are in an administrator platform.
When fields are entered, save the task. A user will be able to review it and see all custom fields in the "Properties" tab. The employee will be able to see this information inside the work order at any time.