Add-On: Custom Fields

With Custom Fields, you can now:

1. Create additional fields that suit your workflow
2. Choose from a variety of text options - text, number, date and time
3. Include a drop-down list of choices
4. Choose whether to display these fields on VersaDrive and/ or MyJobs

Creating Custom Fields

1. Go to Settings >  Add-Ons.
2. Select Custom Fields and hit + New Group.
3. Give a name to this group of fields in Field Group Name.
   Optional: Set which of your customers are able to select this Custom Field Group.
4. Add the Custom Field and its details.
   
   

   

   - Give a name to this Custom Field
   - Select the type of field
   - You may set a character limit for Text and Number types of fields
   - You may also set this field to be shown on VersaDrive or as a mandatory field

5. Hit + Add Field to add more Custom Fields. Save Field Group when you're done.

Editing Custom Fields

1. Go to Settings >  Add-Ons.
2. Hit the  pen button of the Custom Fields Group you'd like to edit.
3. You may edit the name of the Custom Fields Group and the name of the Custom Fields. The changes will be reflected in all instances of its use.
   
   
   Note: The contents and data types of existing fields cannot be changed as this will result in conflicts for existing tasks that use these fields.
4. Hit Save Field Group to save the changes.

Deleting Custom Fields

1. Go to Settings >  Add-Ons > Custom Fields
2. Hit the  pen button of the Custom Fields Group you'd like to edit.
3. To delete the Custom Field, hit the trash icon of the field on the right.

Types of Custom Fields

Text and Number

The Text and Number field types allow you to key in either text or numbers. The Text field type accepts both text and numbers, while the Number field type only accepts numbers. You can also set a character limit for both field types.

Date and Time

The Date and Time field types provide a drop-down where users are able to select the date or the time they want.

Dropdown

Create a list of options that are mutually exclusive and exactly one choice can be selected. If there are anywhere between 7 and 15 options, a dropdown list is a really good fit. 

Dropdown with values

Just like the Dropdown, you can also have values attached to each option in the dropdown list. 

Search List

Create dependent drop-down lists where a selected value in the first drop-down list determines the options in the second drop-down list.

Here's how you create a Search List:

1. Field Name: Name of the first drop-down list ("Item Type")
2. Sub Field Name: Name of the second drop-down list ("Price")
3. Insert formatted data in the following structure:

[ {"value":"Document","suboptions":["Small","Large"]}, {"value":"Parcel","suboptions":["Less than 2kg","Between 2 kg to 5 kg","More than 5 kg"]} ]
    

Choice

Create a list of two or more options that are mutually exclusive and exactly one choice can be selected. 

Choose Choice over Dropdown if the list of options is short.

Checkbox

Set a list of options where any number of choices can be selected.

Rubric

Generate a formula that will calculate a result based on other fields. This field is great for calculating prices.

Setting up Data Verification

1. Go to Settings > Add-Ons > Add New Group 
   
2. While creating new Custom Field Group, keep the  Show on Versa Drive checked and click Save Configuration
3. Go to Settings > VersaDrive > Task Completion and set up Custom Notes
   
   Set up Data Verification and type the Custom Note. Select the newly created Custom Field Group and Custom Field
   

Filtering Custom Fields

To filter by Custom Fields,

1. Go to Planning > Map/Tasks
2. Hit Show Filters and the list of filters will be displayed
3. Search for the Custom Fields by selecting the Custom Field Name and the Custom Field Value