Skip to main content
Eptura Knowledge Center

Custom Fields

  1. Last updated
  2. Save as PDF
Level: System Administrator

Overview

Clients often request extra custom fields to store additional data. These fields can be used to manage the following:

  • Car Park e.g. car model, registration, car park expiry date.
  • Desk information for individual occupants e.g. phone number, second line phone number, phone types, fixed IP address, dual monitors, headsets.

Many of Serraview's forms will include an area for custom fields. The data in the custom fields can be included in reports and imports. If you need assistance with incorporating custom fields into reports and imports, then contact the Serraview Support team.

Where to Use Custom Fields

Custom fields can be used in the following Serraview modules:

Visibility Form Name Import
N/A

BOS Grid 

The configuration of BOS Move Plans is managed by Serraview Support team in line with the requirements of your business. Some of the most common changes made to BOS Move Plans are:

  • Each business only has one BOS Grid and the way you group, sort, fill down, view, and edit these columns can be customized. 
 Populate the BOS Move Plan using the BOS Import

Visible On New SR Form and SR Details

OR

Visible on SR Details Only

Create a Service Request form

The fields only display on this form, refer to Create a Service Request.

Edit Service Request form

The fields display on the forms, refer to Create a Service Request and Update Other Form Questions.

N/A
Visible On Space Form

Space form

The fields display on the Custom Fields, tab, refer to Space Details Form.

 N/A
Visible On Team Form

Team form

The fields display on the Custom Fields tab, refer to Team Details Form.

 When the custom field exists then the data can be imported, refer to Requirements for Team Data.
Visible On Floor Form

Create Floor form, Update Floor form, and Floor Details screen

Also, the custom fields will display on the Floor Details screen, refer to Add, Edit, or Delete a Floor.

When the custom field exists then the data can be imported, refer to Requirements for Floors Data.
Visible On Service Request Form

Create Service Request form

The fields only display on this form, refer to Create a Service Request.

 N/A
Visible On Storage Form

Create Storage form and Edit Storage form

Refer to Add, Edit, or Delete Storage.

 When a custom field exists then the data can be imported, refer to the Requirements for Asset Data.
Visible On Building Form

Create Building form, Update Building form, Building Details screen

Also, the custom fields will display on the Building Details screen, refer to Add, Edit, or Delete a Building.

When the custom field exists then the data can be imported, refer to Requirements for Building Data.
Visible On Org Unit Form   Custom fields are not supported for organizational unit hierarchy.
Visible On Person Form

Person form

The fields display on the Custom Fields tab, refer to Validate People Data.

When the custom field exists then the data can be imported, refer to Requirements for People Data.
Visible On Hood Form

Neighborhood form

The fields display on the Custom Fields tab, refer to Neighborhood Details Form.

 Custom fields 
Visible On Carpark Form

Create Car Park form and Edit Car Park form

Refer to Add, Edit, or Delete Parking.

 When a custom field exists then the data can be imported, refer to the Requirements for Asset Data.
Visible On Locker Form

Create Locker form and Edit Locker form

Refer to Add, Edit, or Delete Lockers.

 When a custom field exists then the data can be imported, refer to the Requirements for Asset Data.
Visible On Zone Form

Create Zone form, Update Zone form, and Zone Details screen

Also, the custom fields will display on the Zone Details screen, refer to Add, Edit, or Delete a Zone.

N/A

Manage Custom Fields

Before you add custom fields, you need to understand:

  • Entities - Every custom field is linked to an entity (this is a data table). 

  • Data Types - The custom fields can contain free text fields or drop-down lists. Many other data types can be created for custom fields including check boxes, dates, multi-select, and single select. 

For more information, refer to Custom Fields Prerequisites.

After you have created the custom fields, you can edit, rename, or delete custom fields. For more information, refer to Manage Custom Fields.

Audit History

When the Custom Fields are updated the changes are recorded in the audit history: