Fields Dashboard
Jump to section:
Adding a new field
Editing a field
Creating and editing status’
Set a default status
-Adding a New Field:
-Select the fields tab from the main menu bar.
-From the dashboard, you can see the field ID, field name, lookup values, type of field, and the field order.
-To add a new field, select which type of field you want to create and click on the corresponding button from the right-side menu. You can then add the field details.
-Editing a Field:
To edit a field simply click on it’s name in the dashboard or select the pencil icon next to the ID. An edit window will pop up with the fields’ current information.
-Creating and Editing status’:
-Click on the status button in the menu bar.
-A window will open up with the current status information.
-Click on add status to create a new status or click on an existing status to edit it.
-The new status box will have you select a name and a new color for the status.
-Changing the Default Status:
-Click on the default status option from the menu bar.
-A new box will open up with the option to set a default status for all new work orders that are created.
