Contents
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- Overview
- Adding a Custom Field
- Rearranging Custom Fields
- Testing Custom Fields
- Quick Steps
- Viewing Custom Fields in the Ascora Mobile App (Android)
- Adding Custom Field to Equipment
- Adding Custom Field to Job
- Viewing Custom Fields in the Ascora Mobile App in iOS
- Adding Custom Field to Equipment in iOS
- Adding Custom Field to Job in iOS
Overview
Depending on the industry or the type of business that you run, you may have additional set of information that you want to be shown on Job, Quote, Customer, Equipment, Purchase Order, or Invoice. The option to add your preferred information is made easy by using “Custom Field” feature.
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You can add Custom Fields for any of the following:
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Adding a Custom Field
1. Log into your Ascora Web Portal and click on Administration and then select Custom Fields.
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- Type – select from a variety of types whether they are Date, Text, Area, or Dropdown list.
- Required – tick this if the field must always be filled in.
- Required Message – where you can put some quick notes if you have important instructions to be followed.
- Save – click this once all of the above details are already entered.
NOTE: You can also add a Heading to break up the Custom Fields into clear areas. You can do it by clicking Add Field and complete the following. · Name – where you type the name of the Heading. In the example shown below, we name our heading “Additional Details.” · Type – select Heading and click on Save. |
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1. Your added Custom Field will now appear at the bottom of the right panel. Just drag and drop it to the left side under Custom Details tab or wherever you like to position it and click on Save Changes.
NOTE: You can always rearrange any of the fields by dragging them to their desired location. |
Testing Custom Fields
1. After adding the Custom Field, we now need to check and confirm the changes made.
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- Go to Administration à Custom Fields.
- Choose where you would like to add a Custom Field from the dropdown
- Click on Custom Details àAdd Field
- Enter the necessary information and click on Save
- Drag and Drop your Custom Field into position and click Save Changes
- Test your changes by creating a new Entity or opening an existing one.
NOTE: Changes made will also appear in Ascora Mobile Apps. If you create these fields in the same name, the answer of these custom fields will flow from Enquiry ->Quote →Job |
Viewing Custom Fields in the Ascora Mobile App (Android)
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In the following example, we’ve added a custom field named “Comments or Special Instructions” under a new header called “Additional Details.”
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3. Tap Equipment and then tap Equipment Details to show more information.
4. Scroll down and look until you see Custom Details tab. In the following example, we added the custom field named Testing Completion Date under Equipment module.
Adding Custom Field to Job in iOS
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