Custom Fields Tab

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Overview

 

The Custom Fields Tab allows you to create custom Data items that you can associate with a Work Order.

 


 

Columns

•Field Name - Name of the Custom Field
•Caption - The Label or "Display Name" of the Field on the Work Order.
•Hide Label - When selected, the Caption of the Custom Field is hidden.
•Data Type - Data Type of the Custom Field.
•Action ID - If an Action is referenced, the ID number of the Action should be listed here.
•Required - When selected, the Custom Field is a required field for the user to enter when saving.
•Grouping - Groups the Custom Fields by the text that you enter. For Example: Custom Fields
•Role -
•RegEx -
•Min Value - The Minimum Value of the field.
•Max Value - The Maximum Value of the field.
•Min Date - The Minimum Date Value of the field.
•Max Date - The Maximum Date Value of the field.
•List - You can create a comma delimited list to select from the drop-down. For Example, Option 1, Option 2, Option 3
•URL Text - Text that you want the URL Link to Show. For Example: Clearview Support
•URL Template - URL To be launched when clicking on the link. For Example: https://support.clearviewsoftware.net/
•Order - The Order that you would like the Custom Fields to appear in on the Work Order.