User-Defined Fields (UDF) are custom fields that can be added to WOs. UDFs can be set up to populate on all WOs or according to the WO Category. There are 6 types of fields: Text, Dropdown, Integer, Decimal, Date and Date/Time.
*Note: Once a configuration has been created or edited, you must log out and back into CMS to see the changes.
To create a UDF, click icon.
Each UDF must have a Name and Date Type. Once UDF is saved it will appear in the Available User Defined Fields panel.
When creating a UDF with a Data Type of Dropdown, once the UDF has been saved, the additional options to add the Dropdown items will appear.
Click to the icon to add options to the dropdown select if it will be visible and searchable, save. Once you have added all dropdown options save the UDF.
To select a particular WO category, use the Category dropdown located on the upper right side of the page.
Selected User Defined Fields displays UDF that have been added to WOs
To add a UDF click the next to the UDF.
The order in which the UDF can be adjusted by clicking icon and drag up or down to the desired placement.
February 2025
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