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How to Add Custom Fields and Layout for Service Maintenance in Projects

Updated over 2 weeks ago

Service types appear under the “Service Maintenance” section of completed projects. These allow you to define the types of services that can be requested for maintenance or follow-up work after a project is completed.

Here’s how to add Custom Fields for Service Maintenance:

Step 1: Select “Database” from the “Manage Database” section on the left panel.

Step 2: Click “Page Layout”.

Step 3: Click “Custom Fields” and go to “Service Maintenance”.

Step 4: Click “Add”.

Step 5: Enter the “Label”, “Is Required”, “Type” of custom field, and any other required fields. Click “Save”.

Step 6: You can view the details under the “Custom Fields” section.

Follow the below steps to set Layout for Service Maintenance:

Step 1: Under “Page Layout” click “Layouts” and go to “Service Maintenance”.

Step 2: Click “Add”.

Step 3: Enter “Page Name” and click “Next”.

Step 4: Click “Add” to add “Custom Sections”.

Step 5: Enter the “Custom Section” name and click “Add”.

Step 6: Drag and drop the required fields to the “Custom Sections”. Click “Save”.

The Layout for Service Maintenance is ready.

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