Add or Edit a Custom Field Category

1. From the home page, click Configure and click Work Order Category Custom Fields.

Existing custom field categories are in the Categories panel.

2. Click Add record to add a new custom field category.

3. Enter the Name of the category and click Add.
4. Select the category from the Categories panel to finish entering the Category Details, like the Description.

TIP: You can filter the list of records displayed. See Filter Records for more information.

5. To edit a category, select it from the Categories panel and make the desired changes.

To add a custom field to a category, see Add or Edit a Text Custom Field, Add or Edit a Code Custom Field, Add or Edit a Date Custom Field, and Add or Edit a Numeric Custom Field.