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
  • Projects
  • Clients
  • Suppliers
  • Purchase Orders
  • Timesheets
  • Quotes
  • Leads

Custom Fields can also be marked mandatory so they have to be filled out.

From the custom fields dashboard you can:

  1. +Add a Custom Field - add a new custom field.
  2. Search - Search custom fields by name or label.
  3. Edit existing custom fields by clicking on the edit icon.
  4. Delete an existing custom field by clicking on the trash icon

Custom fields can be then displayed on the relevant document templates by using the work Custom as a prefix to the field name, [CustomFieldName] eg [CustomEst_Project_Start].    Field name is case sensitive etc.