For example, a user may want to collect information for an Asset's driveway condition and the date of the last driveway renovation. A user would create Field Group "Driveway" and two Fields underneath it for "Condition" and "Last Renovation."
Customization is only available in the Browser App.
A Custom Fields can be set as "Required". Use this feature sparingly, as Users cannot save an Asset unless that field is filled out.
Step 1: Add Field Group
Along the left-hand bar, select Company Settings, indicated by the "building" icon
Under "Custom Fields", select Building tab
Click ➕ Add Field Group on the bottom of the page
Add a Field Group Name and click Save *Eg. Driveway, Trim, Gutter, Siding, etc
Step 2: Create Field
Click ➕ Create Field
Fill out form:
Type: Choose what data needs to be collect , such as time, text box, check box, contact info, and etc
Label: Add a title to the Field *eg Last Driveway Renovation Date or Gutter Condition
Placeholder Text: Include a short description of the info to be collected
Required Field: Choose if the information collected will be optional or mandatory *See Note In Intro
Field Width: Customize the size of the field: Full, Medium, or Small
*You can add as many Fields as needed under a Field Group
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