FieldInsight allows you to create and manage custom fields across different areas of the system. While the method for creating and managing these fields remains the same, the location of the settings will vary depending on where the custom fields are applied.
Custom Fields Page
Each Custom Fields page in FieldInsight follows the same structure, ensuring consistency across different sections. The page layout should appear as shown in the following image.
Adding a New Custom Field
To create a new custom field:
Click "+ Add (Field Type) Field."
A pop-up window will appear with the following options:
Field Name: The name that will appear across the system.
Field Type: Select the type of field. (For details on available field types, check this help documentation.)
Default Value: Pre-fill the field with a default value (optional, available for certain field types).
Mandatory Field: Mark the field as required.
Show Label:
Full Width: Display the field in full width rather than a compressed view.
View by Scheduler: Allow Schedulers to view the field.
Edit by Scheduler: Allow Schedulers to edit the field.
View by Senior Scheduler: Allow Senior Schedulers to view the field.
Edit by Senior Scheduler: Allow Senior Schedulers to edit the field
Managing Your Custom Fields
You can easily rearrange, duplicate, edit, or delete your custom fields:
Click and drag the six dots to reorder a field.
Click on the field name to edit it.
Click the arrow next to a field to duplicate or delete it.