This article will walk you through how you can define custom fields for work orders, assets, customers, and inventory in the main settings of your Makula platform. This guide will walk you through the process of creating and managing custom fields, allowing you to capture specific information for work orders, assets, customers, and inventory according to your unique requirements.
NOTES: Before you begin, ensure that you have admin access to the platform and can see the Company Settings section in the Main Settings.
Accessing Main Settings
To define custom fields, follow these steps:
Login: Login to the software using your credentials.
Navigate to Main Settings: Locate and click on "Main Settings," at the bottom in the left main navigation menu.
Customize Fields: Within the settings menu > Company Settings, find and click on the "Customize Fields" setting.
Defining Custom Fields
In the Customize Fields section, you can create custom fields for work orders, assets, customers, and inventory. Here we will show you how to create custom fields for the machines and the same mechanism is applicable for others too.
Add New Field: Find the option to "Add New Field" under the Custom Fields section. Click on it to start defining a new custom field.
Field Label: Provide a descriptive label for the field name. This label will be displayed alongside the field when it appears on a machine detail page.
Field Type: Choose the appropriate field type based on the information you want to capture (e.g., Text, Date, Number, Single select).
Field Configuration: Depending on the field type, you may need to configure additional settings. For instance, if it's a Single select field, you'll need to define the available options.
Save: After configuring the field settings, click "Save field" to add the custom field.
Field Types and Configuration
Different field types require different configuration steps:
Text: Only the field name is required for it.
Date: Only the field name is required for it.
Number: Only the field name is required for it.
Single select: Specify the available options and choose the colour according to your requirements. You can update the name and colour of the added options by clicking on the “pencil” icon. You can delete the added option by clicking the “bin” icon.
Edit or Delete a Custom Field
Edit: In the Custom Fields section, locate the custom field you want to edit. Click on a "pencil" icon to update the label name and configuration (for Single select field type). The field type once added cannot be changed for a custom field.
For Single select field type, you can not only update the label name but also add, update, or delete the options.
For the Text, Number, and Date field type, you can only update the name of the field.
Delete: If a custom field is no longer needed, you can "Delete" it by clicking the “bin” icon.
NOTES: Please note that all the data captured against the field will be lost too.
Reordering Custom Fields:
Click and drag the field by the 6 dots icon on the left of the custom field. The order set here will also be reflected in the Custom Fields section on the Machine detail page.
Applying Custom Fields to Machines
Here's how to use the custom fields you've defined on Machines:
Open a Machine: Navigate to the machine you want to update.
Fill in Custom Fields: Look for the custom fields you've added.
Enter/Select Information: Provide the relevant information in each custom field.