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Custom Input Field Management

Standardize how Custom Fields are added throughout the application with central administration of all Custom Fields.

Updated over 2 weeks ago

Setup

Navigate to Settings > Custom Fields to see a list of all Custom Fields used throughout the workspace.

Custom Fields are currently supported within Part Detail, Item Detail, Issues, Hazards, Work Orders, Purchase Orders, and Risks. Those areas can be added or edited from their respective locations and/or from the Custom Fields central administration.

Click the + New Field button to add a new field.

The Field ID is there to help differentiate Custom Fields of the same Display name.

Custom Field types:

  • Text

  • Number

  • Time

  • Date

  • Date Time

  • Checkbox

  • List

  • Custom List

This will create a new Custom Field definition, however this will not be applied to any entities automatically. This means these Custom Fields will still need to be added within Builds Settings, Issues Settings, or Risks Settings, as desired.

Custom Fields created within one of the entities will automatically populate within the central management screen.

For example:

"Cal Set Required" was added as a Part Detail with the Field ID of "Part Calibration" and the Field Type of "Text" within the Builds Settings.

That option now displays under the central management screen.


Expressions

Evaluate expressions within a text field to allow for evaluated numbers to be interpolated with text.

Use if/else conditional logic for expressions to change the expression based on the value of another field.

Expressions / logic rules are set for Custom Fields within the Settings of the area they are applied (ie. Builds Settings, Issues Settings, etc)

Edit an existing Custom Field using the 3 Dot menu on the right. This will bring up an edit modal.
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Set the Input Method to Expression.

Here you can add Expressions using Math.js similar to Expression fields within a procedure, but referencing other custom fields within the associated module.

The expression can reference another field and simply concat more information as strings even when no math is involved.

Expression Math Syntax Examples

In addition to standard math (+ , - , * , /) there are other functions that can be performed such as abs() for absolute value and round() for rounding.

Check out these links for help with functions and syntax:

Input Logic

Add Input Logic to vary what the input says based on the reference selected.

For example:
If Disposition Option 1 is selected show "Option 1 Mitigation Cycle" if not the result will be different.

On the Issue itself, the results for Issue Type are dependent upon the selection for Disposition.

Display Logic

Set Display Logic to have the field hidden or displayed depending on conditions being met.

In this example, if the weight is entered then the Issue Type field is displayed but if the Weight field is empty, Issue Type is not displayed.

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