Add or Edit a Custom Data Field

Custom fields can be added for contractors, employees, equipment, or material.

NOTE: Custom fields can be added to service request templates or work order templates. Click Custom Fields under either the Service Requests or Work Orders tab to access those custom fields.

1. From the General tab, click Custom Data Fields.

Existing custom fields appear in the Custom Fields panel, organized by contractor, employee, equipment, and material. You can filter the list by typing the first few letters of the custom field in the search field in the top-right corner. Click the plus icon next to a category to expand it.

2. Click Add to add a new custom field.

3. Select the Table (Contractor, Employee, Equipment, or Material).
4. Enter the Field Name and click Add.

The new custom field displays in the Custom Fields panel.

5. Select it and finish editing the details of the custom field in the Custom Field Details panel. For more information on adding a specific type of custom field, see Add a Text Custom Data Field, Add a Code Custom Data Field, Add a Date Custom Data Field, and Add a Numeric Custom Data Field.

6. To edit a custom field, open it from the Custom Fields panel and make the desired changes.

NOTE: Designer automatically saves the changes you make. A notification that says Data Saved appears in the top-right corner when you make changes to the page.