The Custom Fields dashboard in WorkGuru provides a list or all Custom Fields setup in WorkGuru. Custom Fields can be used to capture and record information specific to requirements. Custom Fields are available to be added to the following functions:
- Assets
- Clients
- Leads
- Products
- Production Jobs
- Projects
- Project Templates
- Purchase Orders
- Quotes
- Stock Sales
- Suppliers
- Tasks
- Timesheets
Custom Fields can also be marked mandatory so they have to be filled out to save the relevant transation.
The custom fields dashboard lets you create and manage your custom fields. Create a custom field by clicking +Add a Custom Field. You can select the custom field type on the left hand side and Edit and delete fields by clicking the edit and trash icons at the end of the row.
Custom fields can then be displayed on relevant document templates by using the word "Custom" as a prefix to the field name, inside the usual document template field square brackets as per the following syntax: [CustomFieldName] eg [CustomVIN]. Field name is case sensitive etc.