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Custom Text Fields in Rhumbix
Customer Service Team avatar
Written by Customer Service Team
Updated over 4 months ago

Overview

Rhumbix offers the ability to add custom text fields to various entities within the platform, allowing you to tailor the system to better fit your organization’s needs. These custom fields can be used just like the built-in fields and are available across multiple functionalities within the platform.

Entities You Can Customize:

  • Employees: Add custom text fields to capture additional employee-specific information.

  • Projects: Customize project details with fields unique to your project management needs.

  • Cost Codes: Track and categorize costs more effectively by adding custom fields to cost codes.

  • Materials: Include additional material-related data with custom fields.

  • Equipment: Customize fields to record specific information about your equipment.

How to Add Custom Text Fields

1. Contact Rhumbix Support

Currently, the configuration of new custom fields must be done by Rhumbix. To add custom text fields, please contact our Support Team at support@rhumbix.com or reach out to your Professional Services Consultant (PSC). They will assist you in setting up the fields according to your requirements.

2. Specify Your Requirements

When contacting support, be sure to provide the following details:

  • Entity: Specify which entity (Employees, Projects, Cost Codes, Materials, or Equipment) the custom fields should be added to.

  • Field Names: Provide the names of the custom fields you need.

  • Usage: Describe how you intend to use these fields so that we can ensure proper integration into your existing workflows.

Where Custom Fields Are Available

Once configured, custom text fields will be fully integrated and available in the following areas of the Rhumbix platform:

  • Settings Pages and Right-Rails: Manage and view custom fields directly within the appropriate settings pages and right-rails.

  • CSV Import/Export: Custom fields are included in the CSV import/export functionality, making bulk data management straightforward and efficient.

  • Public API: Access and manipulate custom fields through the Rhumbix Public API, allowing for seamless integration with other systems.

  • Existing Filtering in Right Rails and Weekly View: Utilize custom fields as filters in the right rails and Weekly View, enhancing data organization and retrieval.

  • Data Explorer: Custom fields are fully supported in Data Explorer, enabling you to create detailed and customized reports and dashboards.

  • Field Forms Transforms: Integrate custom fields into your field forms, ensuring that all relevant data is captured within your workflows.

Examples of Custom Fields in Action

  1. Employee Custom Fields:

    1. Skill Level: Track each employee's proficiency in specific tasks or areas, aiding in project assignments and training needs.

    1. Employment Start Date: Keep a record of when each employee started with the company, useful for tracking tenure and managing anniversaries.

    2. Emergency Contact Information: Store contact details for employees’ emergency contacts, ensuring quick access in case of an emergency.

  2. Project Custom Fields:

    • Client Contact: Keep important client information directly within the project, making communication easier.

    • Project Phase: Track the current phase of a project (e.g., Planning, Execution, Completion) for better project management.

    • Budget Status: Monitor the financial status of a project, such as "Under Budget," "On Budget," or "Over Budget."

  3. Cost Code Custom Fields:

    • Tax Code: Associate specific tax codes with each cost code, simplifying financial reporting and compliance.

    • Cost Category: Categorize costs by type (e.g., Labor, Materials, Equipment) to better manage and analyze expenses.

    • Approval Status: Track the approval status of expenditures linked to a specific cost code.

  4. Material Custom Fields:

    • Batch Number: Track material batch numbers for quality control and traceability.

    • Supplier: Record the supplier name for each material, aiding in supply chain management.

    • Expiration Date: Monitor the expiration dates of perishable or time-sensitive materials.

  5. Equipment Custom Fields:

    • Maintenance Date: Record equipment maintenance schedules to ensure timely servicing.

    • Location: Track the current location of equipment, especially useful for managing large fleets or remote assets.

    • Asset ID: Assign unique identifiers to each piece of equipment for easy tracking and management.

Best Practices

  • Define Your Needs: Before adding custom fields, take time to define what additional information is crucial for your operations.

  • Keep It Simple: Avoid overcomplicating your setup with too many custom fields. Focus on those that add real value to your workflows.

  • Test and Train: After custom fields are added, test them thoroughly in your workflows and ensure your team is trained on how to use them effectively.

Need Help?

If you have any questions or need assistance setting up custom fields, don’t hesitate to reach out to our Support Team at support@rhumbix.com or contact your Professional Services Consultant (PSC).

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