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Custom Input Field Management

Updated over a week ago

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

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.

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