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.


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

Lookup

Link a field in a module with another module

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.


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.



  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 deleted field will be moved to Unused Fields. 

To delete a custom field:
  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.
  4. In the confirmation message, click Yes, Move to Unused Fields.
Some system-configured fields can be deleted.

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.



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