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Create Custom Fields for Jobs
Create Custom Fields for Jobs

Learn how to create your own custom fields for jobs to capture the job details in combination with the standard fields on a job profile

Updated over a week ago

With custom fields, you can have your own set of fields to standardise and regulate data captured for a job of any job type, thereby restricting the values to be entered only in a specific format.ย 

An example of a job with custom fields is shown below:

NOTE: If a custom field is removed from your Loc8 system, the value entered against the custom field in a job will still remain intact.

Defining a Custom Field

STEP 1 Open the Settings from the Jobs workspace to access the job-specific custom fields.

Under the Job settings context menu, select Custom fields.

STEP 2 The custom fields will be organised under the custom field groups.

Click +Add custom field group as shown below:

Then, define the custom fields you wish to add to this group.

Overriding permissions to edit custom fields

In the Override edit permissions section, you can define which user licenses should have the permission to edit the values against the custom fields in the associated jobs.

This will enable them to change the values of the custom fields when viewing the job in the job inspector.

A default set of permissions has already been provided per custom field group.

You can change the default settings according to your workforce restrictions. For example, you may want only the Standard users and technicians to have the ability to edit the values of the custom fields on the jobs.

To do so, just select the checkbox against the license type and Save the settings.

If you wish to revert back to the default permission settings, just click Reset.

You can review a summary of the enabled permissions on the custom field group at any time.

The custom field group is now ready to be associated with a job type.

What are the different types you can apply to custom fields

There are a wide range of field types available to choose from when creating custom fields to ensure the data is stored reliably.
The complete set of available field types are shown using examples below:

All of the field types are quite self-explanatory, they expect the same input as indicated by their Type name.

The List type has an additional step. It is to add the different options that should appear in the dropdown list.

Creating a Custom Field of type List

STEP 1 Select List type from the available custom field types in the dropdown list and name the custom field. You can also ensure the custom field is filled out for sure by making it mandatory.

STEP 2 Enter the dropdown options that the List type custom field will display on the job profile inspector.

The custom field groups and their custom fields are now ready to be used in job types.

Associating Custom Fields with Job Types

The custom field groups are usable only when they are associated with the job types. This allows you to provide customised data entry fields specific to each job type.

STEP 1 Go to Job settings -> Types from the context menu on the left hand of your screen.

This is where all the existing job types are available.

Select a job type or create a new one.

In the TYPES tab page, you will see the Custom fields section.

Select +Apply custom field groups to choose from the available custom field groups that were created as discussed in the previous section.

In the dropdown list, select the required custom field groups or create a new one right here.

Once selected, the custom field groups start appearing on the TYPES page.

Now, when any user creates a new job of this particular job type, they will see the added custom field groups on the job inspector, as shown in the example below:

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