Zoho FSM | Customize Standard Modules

Customize Standard Modules

You can customize the modules in FSM to suit the needs of your organizational process. You can choose the fields which are essential for your process, set their properties, and placement in the module.

Add Custom Fields    

To customize a module:

  1. Navigate to Setup > Customization > Module and Fields.
    Only users with the profile Administrator will have this option.
  2. Click the module you want to customize.
  3. In the Module Builder page, drag and drop the fields you want from the New Fields tray.
    1. Enter the properties for the field and click Save.
    2. You can also drag and drop a new section, provide a name for the section and add fields to the section and click Save.
    3. For the Services and Parts module, select the required layout depending on whether you want to customize the Create Parts page or Create Services page.


Points to remember
  1. The field customization added to the service appointment module will not reflect in the Reschedule overlay.
  2. You cannot add new fields to the Service Appointment Summary section, you can only modify the existing ones. If you need to add a new field to the service appointment module, you have to add it in a new section.

The different types of fields that can be added to a module are listed in the table below. The number of custom fields you can create will depend on your FSM edition.

Field Type

Description

Single Line

Text field. Maximum of 255 characters are allowed.

Multi Line

Textarea. Small is 2000 characters, Large is 32000 characters.

Number

The maximum allowable length is 9

Decimal

The maximum allowable length is 16 including a maximum of 2 decimal places

Phone

Field for entering a Phone number

Email

Field for entering an Email address

Date

Date Field. Default format is MMM D, Y. Date format will be changed according to user's time zone settings.

Date Time

Date Time Field. Default format is MMM D, Y hh:mm. A Date format will be changed according to user's time zone settings.

Checkbox

Field for selecting an option

Pick list

Dropdown field

 Auto-Number
 If you need to have incremental values or a series for a field, you can use the auto-number field. This customization is currently limited to a few pre-defined fields (Request Name, Estimate Name, and Work Order Name).
URL
 Field for entering web address of a specific webpage or website
Currency
Field for entering monetary values

Text

Single Line
You can define the following properties for a Single Line field:
  1. Field label: A name for the field
  2. Mandatory: Mark the field as required
  3. Character Limit: Maximum characters allowed
  4. Contains personal data (PII): To designate the field as one having Personally Identifiable Information like mailing address, or SSN
  5. Encrypt data: To encrypt the data in the field


Multi Line
You can define the following properties for a Multi Line field:
  1. Field label: A name for the field
  2. Mandatory: Mark the field as required
  3. Character Limit: Maximum characters allowed
  4. Contains personal data (PII): To designate the field as one having Personally Identifiable Information like mailing address, or SSN
  5. Encrypt data: To encrypt the data in the field


Number

You can define the following properties for a Number field:
  1. Field label: A name for the field
  2. Mandatory: Mark the field as required
  3. Maximum digits allowed: The length of the field
  4. Contains personal data (PII): To designate the field as one having Personally Identifiable Information like mailing address, or SSN
  5. Encrypt data: To encrypt the data in the field

Decimal

You can define the following properties for a Decimal field:
  1. Field label: A name for the field
  2. Mandatory: Mark the field as required
  3. Maximum digits allowed: The length of the field
  4. Number of decimal places: The number of decimal places allowed
  5. Contains personal data (PII): To designate the field as one having Personally Identifiable Information like mailing address, or SSN
  6. Encrypt data: To encrypt the data in the field

Phone 

You can define the following properties for a Phone field:
  1. Field label: A name for the field
  2. Mandatory: Mark the field as required
  3. Contains personal data (PII): To designate the field as one having Personally Identifiable Information like mailing address, or SSN
  4. Encrypt data: To encrypt the data in the field


Email 

You can define the following properties for an Email field:
  1. Field label: A name for the field
  2. Mandatory: Mark the field as required 
  3. Contains personal data (PII): To designate the field as one having Personally Identifiable Information like mailing address, or SSN
  4. Encrypt data: To encrypt the data in the field


Date 

You can define the following properties for a Date field:
  1. Field label: A name for the field
  2. Mandatory: Mark the field as required
  3. Date Range: Allowable date range the user can select from 
  4. Contains personal data (PII): To designate the field as one having Personally Identifiable Information like mailing address, or SSN
  5. Encrypt data: To encrypt the data in the field


Date Time 

You can define the following properties for a Date Time field:
  1. Field label: A name for the field
  2. Mandatory: Mark the field as required
  3. Date Range: Allowable date range the user can select from
  4. Contains personal data (PII): To designate the field as one having Personally Identifiable Information like mailing address, or SSN
  5. Encrypt data: To encrypt the data in the field


Checkbox   

You can define the following properties for a Checkbox field:
  1. Field label: A name for the field
  2. Contains personal data (PII): To designate the field as one having Personally Identifiable Information like mailing address, or SSN


Pick List  

You can define the following properties for a Pick List field:
  1. Field label: A name for the field
    Duplicate field labels will not be allowed.
  2. Mandatory: Mark the field as required
  3. Pick list Options: Values of the pick list.
    While adding a new pick list field, click Add to add the values and  to remove the value.
  4. Contains personal data (PII): To designate the field as one having Personally Identifiable Information like mailing address, or SSN
  5. Special characters (except @, $, %, &) will not be allowed in this field.


You can perform the following actions on a pick list:
  1. Click +Add to add new values
  2. You can edit the existing values
  3. Click the Delete [ ] icon to remove a value.
  4. Click [ ] to reorder the pick list values.

Auto-Number

If you need to have incremental values or a series for a field, you can use the auto-number field. This customization is currently limited to a few pre-defined fields (Request Name, Estimate Name, Work Order Name, and Appointment Name). The auto-number has the following format:

Prefix Start number Suffix

Example of an auto-number is Zylker-0001-13-10-22, where,

Zylker- is the Prefix
0001 is the Start number
-13-10-22 is the Suffix

You can define the Auto-Number field as follows:
  1. Prefix
    1. A starting string for the auto-number. It will be appended before the Start number.
    2. Alphanumeric (0-9, a-z, A-Z) values are allowed.
    3. Special chars except !, #, ^, *, (, are allowed.
    4. You can add current dates using the format Day-Month-Year where,

      Value

      Format

      Day

      (dd)

      Month

      (MM) or (MMM)

      Year

      (yy) or (yyyy)


      E.g. (dd)-(MM)-(yy) or (dd)-(MMM)-(yyyy)
    1. Prefix is optional
  1. Start number: The value provided here will be incremented for each subsequent record. Only numbers are allowed.
  2. Suffix
    1. An ending string for the auto-number. It will be appended after the Start number.
    2. Alphanumeric (0-9, a-z, A-Z) values are allowed.
    3. Special chars except !, #, ^, *, (, are allowed.
    4. You can add current dates using the format Day-Month-Year where,

      Value

      Format

      Day

      (dd)

      Month

      (MM) or (MMM)

      Year

      (yy) or (yyyy)


      E.g. (dd)-(MM)-(yy) or (dd)-(MMM)-(yyyy)

    5. Suffix is optional
Preview: It will display the value that will be used in the next record created.



The changes made to the auto-number field will only be applied to the future records.

URL

You can define the following properties for a URL field:
  1. Field label: A name for the field
  2. Mandatory: Mark the field as required
  3. Character Limit: Maximum characters allowed
  4. Contains personal data (PII): To designate the field as one having Personally Identifiable Information like mailing address, or SSN
  5. Encrypt data: To encrypt the data in the field

Currency

You can define the following properties for a Currency field:
  1. Field label: A name for the field
  2. Mandatory: Mark the field as required
  3. Maximum digits allowed: Maximum digits allowed. This includes the Number of decimal places as well.
  4. Number of decimal places: Maximum number of decimal places allowed
  5. Contains personal data (PII): To designate the field as one having Personally Identifiable Information like mailing address, or SSN
  6. Encrypt data: To encrypt the data in the field

Manage Sections    

The following are the actions that can be performed on a section:
  1. Add sections: Add a new section by dragging and dropping the New Section tile from the New Fields tray. You can add fields to the section thus newly added. Fields can be added only inside a section.



    However, there are some predefined sections to which you cannot add fields.

  2. Reposition sections: You can move a section by hovering over the section header and dragging it (see screenshot below) to the desired location within the page. The fields can be moved within a section as well as between sections.



  3. Rename labels: The section and field name labels are editable.
  4. Delete: You can remove a section by clicking the Delete [] icon.
    If a section has mandatory or system-configured fields, then the section cannot be deleted.

Edit Custom Fields  

You can edit a custom field. You can change the field label, length, etc. You can also reposition a field by dragging and dropping it to its new position. 

To edit a custom field:
  1. Navigate to Setup > Customization > Module and Fields.
  2. Click the module whose fields you want to edit.
  3. Select the field you want to edit and make edits to its properties listed in the right pane.
  4. Click Save.
Some system-configured fields can be edited.

Delete Custom Fields

You can delete a custom field. The field can be deleted temporarily or permanently.

To delete a custom field temporarily:
  1. Navigate to Setup > Customization > Module and Fields.
  2. Click the module whose fields you want to delete.
  3. Select the field you want to delete and click the more options [] icon for a field. Click Remove.
    You can also delete a field using the Delete ] icon at the bottom of the right pane. The deleted field will be moved to Unused fields.



  4. In the confirmation message, click Yes, Move to Unused Fields.



    If the field is used in the service report template, then the field cannot be deleted.


You can also drag and drop a field to Drop here to delete located at the bottom of the New Fields tray.



To delete a custom field permanently:
From the Unused fields section, you can either retrieve the field or delete it permanently from the module. To retrieve the field, drag and drop it back to the desired section of the module. To delete the field permanently, click on the Delete [ ] icon, and click Delete in the confirmation message.



If a field is associated with a workflow rule, or field update, then the field cannot be deleted.

 


Mandatory Validation

Adding the mandatory validation

When the mandatory validation is added to a field, the following features will be affected and you need to take appropriate actions:



  1. In the Field Mapping for the FSM-Invoice/Books integration, ensure that the FSM field marked as mandatory is mapped to a field in Invoice/Books.



  2. If the field now marked as mandatory has been used in custom functions, or integrations  involving FSM REST APIs, then their functioning will be impaired. You might need to revisit them and make the necessary changes.
  3. The field marked mandatory will be added to the Quick Create layout.


Removing the mandatory validation 

While removing the mandatory validation for a field, you have the option to remove it from the Quick Create layout. Select the Also, remove this field from the Quick Create layout checkbox if you want to remove the field from the Quick Create layout.


Other Info section

The custom fields will be displayed in the Other Info section of the [Module] Details page in the web app.



In the mobile app, the custom fields will be displayed in the Other Info section under the Overview tab of the [Module] Details page.



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