Before you begin
Plans: Professional and Enterprise
Audience: Administrators
By default, custom fields are displayed in the Custom tab for both assets and work orders. However, like all fields, they can be moved to different locations on a record.
The user interface for these records are customizable for each user group. As such, fields may be displayed in different locations for different user groups.
To rearrange custom fields:
- Do one of the following:
- Navigate to Maintenance >Work Orders if the custom field you want to configure is for work orders.
- Navigate to Assets if the custom field you want to configure is for assets.
- Click on any record to open its page.
- (Optional) By default, changes to the field's location will only be reflected for your own account. If you want to move the custom field for other users, do the following:
- Click the gear button (
) in the top right corner.
- Click Switch to another profile:
- Select the user group you'd like to make changes for.
- Click the gear button (
- Click the gear button (
) in the top right corner and then Rearrange:
- Drag and drop any custom fields to their new location.
To move a field to a different tab:- Drag and drop it to the top section of the record above its tabs.
- Click the destination tab and drag the field there.
If you'd like to undo all your changes, click the gear icon and then Reset to default.