At Pulpo, we offer an advanced feature that allows you to create custom fields tailored to your specific needs. This tool enables you to add essential fields for vehicles, drivers, or other objects, providing greater flexibility and personalization.
Here’s how to access and create custom fields, and the benefits of this functionality.
How to Create Custom Fields
✔ Access the Custom Fields Settings:
🔹 In the vehicles or drivers table, go to the upper-right corner of the interface.
🔹 Click the three-dot button and select "Custom Fields" from the dropdown menu.
✔ Organize Fields into Sections:
🔹 Custom fields are grouped into sections for better organization.
🔹 You can choose an existing section or create a new one to structure your fields.
✔ Select the Field Type:
Pulpo offers several field types to meet different needs:
✔ Check: Checkbox field
✔ Date: Allows date entry
✔ Time: Records a specific time
✔ Selectable List: Predefined options
✔ Currency: For monetary values
✔ Numeric: For number input
✔ Paragraph: For long text entries
✔ System: Integrated with platform functionalities
✔ Text: Short text field
✔ Name the Field:
🔹 Give the field a descriptive name for easy identification.
✔ Configure Field Properties:
🔹 Set whether the field is required or optional.
🔹 For Date fields, you can configure automatic reminders, so the designated user receives notifications.
✔ Save the Custom Field:
🔹 Click Save to complete the process.
How to Use Custom Fields
✔ 📌 Creation Forms:
🔹 Custom fields will automatically appear in creation forms for vehicles or drivers.
🔹 You can position them in the form via Configure Creation Forms.
✔ 🔢 Table Display:
🔹 To show custom fields in the table, go to Configure Columns in the three-dot menu.
🔹 Add and reorder them to fit your preferences.
Benefits of Custom Fields
✔ ♻️ Full Flexibility:
🔹 Tailor Pulpo to your business by adding non-default fields.
✔ 📂 Better Organization:
🔹 Group fields into sections to clearly structure your data.
✔ 📊 Improved Data Visualization:
🔹 Customize table views to show only relevant information, making decision-making easier.
✔ ⏰ Automated Reminders:
🔹 Date fields can trigger alerts to ensure no event is missed.
✔ 💡 Enhanced User Experience:
🔹 Personalized forms and tables improve workflow efficiency and ease of use.
Conclusion
Pulpo’s custom fields feature offers unmatched flexibility and adaptability for managing your fleet efficiently.
Try it out and create a fully personalized environment aligned with your workflows and business goals.
If you need help or have any questions, contact our support team. We’re here to help! 🚀