Before you begin
Plans: Enterprise
Audience: Administrators
To view any newly-created custom fields or updates to custom fields in the mobile app, you must log out of the app and log in again.
There are two ways to create a custom field for work orders: directly in the work order, or via the data dictionary.
Create a custom field directly in a work order
To create a custom field in a work order:
- Navigate to Maintenance > Work Orders.
- Click any work order.
- Navigate to the Custom tab and click the Add Custom Field button:
- (Optional) Enter a custom Name and Label for the field.
The name is how the system refers to that field in the database. It must start with a letter and cannot contain spaces. The label is how you'll see the field in the CMMS. - Select a Type in the drop-down list:
The type you select defines what sort of information the field captures (text, number, date, etc.). To learn about each type, see here. -
Note
After the custom field is created, you will no longer be able to edit any of its properties except its label.
When finished configuring the custom field, click OK.
The new custom field is now visible under the Custom tab:
Create a custom field for work orders in the data dictionary
To create a custom field in the data dictionary:
- Navigate to Settings > Data Dictionary.
- Click tblWorkOrder:
- Click the Add button (
) at the bottom of the Fields list:
- (Optional) Enter a custom Name and Label for the field.
The name is how the system refers to that field in the database. It must start with a letter and cannot contain spaces. The label is how you'll see the field in the CMMS. - Select a Type in the drop-down list:
The type you select defines what sort of information the field captures (text, number, date, etc.). To learn about each type, see here. -
Note
After the custom field is created, you will no longer be able to edit any of its properties except its label.
Click OK.
The custom field is added to the list. The checkbox in the Custom column is automatically selected to indicate that the field is custom:
If we navigate back to an asset belonging to the specified category, the new custom field is now displayed in the Custom tab: