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Create Custom Fields

Easily create and manage custom fields to tailor data entry to your workflow.

Updated over 3 weeks ago

Custom fields allow you to extend your data structure beyond the default fields provided by the system. Whether you want to capture technical specifications, compliance details, or internal notes, custom fields help you adapt the platform to your exact operational needs.

Follow the steps below to learn how to create, organize, and manage custom fields for different entities in your workspace.

  1. Open the Custom Fields Settings

    • After logging in, open the Administration module from the sidebar. Select Custom Fields to access the configuration screen.

    The Custom Fields page shows the initial setup screen, with the Administration → Custom Fields menu highlighted. No fields have been added yet, and the Form Builder area is empty.

  2. Choose the Entity You Want to Customize

    • Under Select Entity Type, pick the entity (e.g., Tools, Work Orders, Equipment) where you want the new fields to appear.

  3. Add a New Field to the Form

    • In the Field Type section, choose the type of field you want to add.

    • You can either click on a field type to insert it or drag and drop it directly into the Form Builder.

    A set of custom fields has been added to the Tools entity. The Field Types panel is shown on the left, while the selected custom fields appear in the Form Builder for reordering or editing.

  4. Arrange the Order of Your Fields

    • If you want to change the sequence of your fields, simply drag and drop items within the Form Builder until they’re organized the way you want.

  5. Create Groups for Better Organization

    • To structure your form more clearly, you can add groups:

      • Click Add New Group in the Field Types section.

      • Then add or drag and drop any fields into that group.

  6. Copy an Existing Field for Efficiency

    • If you're adding similar fields, use the copy icon to duplicate an existing item and avoid reconfiguring everything from scratch.

  7. Edit Field Details

    • Click the options icon on any custom field to open its settings.
      Here, you can adjust:

      • Name

      • Type

      • Description

      • Category

      • Required/Optional status

    A custom field configuration window is open, showing options such as Name, Type, Values, Description, Required status, Category, and Conditions for the selected field.

  8. Add Conditional Logic (Optional)

    • Each field can include conditions to control when it appears.

    • For more information on how conditions work, refer to the dedicated article on field conditions.

  9. Save Your Custom Form

    • Once your custom fields and groups are set up, click Save to apply the changes.

  10. View Your Custom Fields in the Entity

    • Open any item of the selected entity type.

    • Your new custom fields will appear in the CUSTOM section at the bottom of the record.

    The custom fields appear inside an asset record under the CUSTOM section, displaying how the newly created fields look when applied to a tool entry.

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