Available in Editions: All Editions

- Permission Required: Modules Customization

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.
   The Standard layout is selected by default and governs the configuration of the Create/Edit overlays for the module. Refer to this section to know about the Read layout.
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.
   

Text

Number

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
   

Long Integer

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 

Email 

Date 

Date Time 

Checkbox   

Pick List  

Auto-Number

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    

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  

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

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.
   
   
   

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

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.
   
   
   
   
4. If the mandatory validation is added to a field in the Work Orders module, then it might affect any existing work order templates you have created for scheduled maintenance plans.
   

Removing the mandatory validation 

Other Info section

Disable Modules 

Adding Custom Fields to Invoices and Payments