Custom Fields allow you to store, track and display additional information on your Requests in LaborChart. This article will show you how to create and apply custom fields to your Requests.
Create Request Custom Fields
In order to utilize Custom Fields on your Requests they need to be created in your Settings just like Custom Fields for People and Projects.
First, navigate to your Settings Page and select the Custom Fields tab located on the left side of the screen. Then, select the blue New icon.
The Create Custom Field modal will populate, which is where you will enter the desired details for your Custom Field. Enter the required fields, choose if you'd like the field to appear as filterable criteria on other pages, and make the field available to Requests by checking the Requests checkbox.
Examples of Request Custom Fields are, but not limited to:
- Meeting/Parking Location
- Apprentice Level
- Specialty Area
- Materials to Bring
Adding and Editing Request Custom Fields
Once you Save the Custom Field, it will now populate at the bottom of the New Request modal when creating new Requests from the Request List page, as well as the Request Details modal when editing existing Requests on the Request List page. This is where you can add, edit or remove Custom Field data.
If you checkmark the Enable as Filter checkbox when creating the Custom Field, this field will appear in your filterable options on the Requests List. It can also be added as a column on the page.
Please note that Request Custom Fields populate in modals on the Request List page only. You will not see Custom Fields on Boards and Gantt pages.
Thank you for reading this support article. Please refer to the Support Library for regularly updated support documents.