How do I Create Custom Attributes in Work Orders App?

Updated on November 11, 2020 11:13PM by Admin

Work Orders app allows you to add custom fields of different data types from the Master Layout. You can load your creation page with new sections and fill them up with your own required attributes like text fields, radio buttons, dropdowns, etc.

Steps to Create Custom Attributes in Work Orders

  • Log in and access the Work Orders App from your universal navigation menu bar.
  • Click on the "More(...)" icon and select "Settings" located in the app header bar.
Work Orders

  • On the Settings page, select "Master Layout" under the "Customize App" drop-down from the left navigation panel.
Settings

  • If you are a standard plan user, then you need to upgrade your account to use this feature.
Plan Upgrade

  • Initially, choose the Section under the "Palette" tab. You can customize it with a one or two-column section.
  • Drag and Drop the necessary attributes in the section.
Palette

  • There are two other tabs present - "Inspector" and "Revision".
  • The Inspector tab allows you to give the details of the selected specific field, whereas, the Revision tab allows you to view the past changes made in the master layout that allows you to restore that revision.
Revison Tab

  • For instance: Here, drag and drop the drop-down and multi-select attribute into the added section.
Section

  • You can rename this custom attribute from the Inspector Tab.
  • Scroll down the inspector tab to add the values for the drop-down and multi-select attributes.
  • Then, click on the Save button to update the changes.
Add Values

  • You can view the added section while creating the new work order and the Overview page.
Create Work orders

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