Custom Fields in Resources
Custom fields allow you to capture additional information about your resources beyond the standard fields. These user-defined fields can be tailored to your specific business requirements, enabling you to store and organize data that matters to your operations.
Accessing Custom Fields
Custom fields for resources are managed in the Resource Management section:
- Navigate to the Resources page
- Click on the gear icon or settings
- Select "Custom Fields" from the menu
Creating a Custom Field
To add a new custom field:
- Go to the Custom Fields section in Resource Management
- Click "Add Custom Field" or "Create"
- Enter the field label (e.g., "License Number", "Certification")
- Choose the field type from the available options
- Set whether the field is required or optional
- Add a description to help users understand the field's purpose
- If using a dropdown, enter the allowed values
- Click "Save" to create the field
Once created, the custom field will appear when creating or editing resources.
Field Type Options
Common field types include:
- Short Answer - For short text entries like names or codes
- Long answer - For longer descriptions or notes
- Email Address - For email address values
- Currency - For monetary values
- Date - For dates like certification expiration
- List: Single Answer - For predefined options to choose from
Example Custom Fields by Resource Type
Personnel Resources
- Expertise or specialization
- License or certification numbers
- Preferred working hours
- Service areas or territories
- Languages spoken
Equipment Resources
- Make and model
- Serial number
- Maintenance schedule
- Purchase date
- Warranty expiration
Location Resources
- Capacity (number of people)
- Amenities available
- Room dimensions
- Equipment included
- Accessibility features
Vehicle Resources
- Make, model, and color
- License plate number
- VIN number
- Insurance expiration
- Mileage
Editing Custom Fields
To modify an existing custom field:
- Go to the Custom Fields section
- Find the field you want to edit
- Click the edit icon
- Make your changes
- Click "Save"
Note: Changing field types may affect existing data.
Deleting Custom Fields
To remove a custom field:
- Navigate to the Custom Fields section
- Find the field you want to delete
- Click the delete icon
- Confirm the deletion
Warning: Deleting a custom field will remove all data stored in that field for all resources. This action cannot be undone.
Article ID: 47, Created: 1/24/2024 at 1:07 PM, Modified: 5/9/2026 at 8:33 AM