To create a new field go to: Main Menu –> Settings –> Fields –> List of Fields –> Create New
Create New Field
- Fill in Mandatory field details: Type, Value and Code.
- Example 1 – If this was not already created the details would be:
- Type = Where is this field located and what is it for. For example if a field in Scopes and for Attachments area the type could be “Scope Attachment Type”
- Value = What is it? Report, Warranty certificate, General item, Photo are some examples.
- Code = Choose a code to assign, can be numerical or alphabetical
- Description = Add a description, short or long that can assist users.
- Select checkboxes for where the field should be shown, default settings etc.
- Order index = if required (optional)
- Example 1 – If this was not already created the details would be:
- Click Save when complete.
