Custom fields can be set up to allow additional information to be stored against a job.
- Creating Custom Fields for Jobs in the CRM.
- Configuring Admin Settings for Custom Fields.
- Viewing Custom Fields.
- Custom Field Input Types.
Creating Custom Fields for Jobs in the CRM
Creating Custom Fields using Salesforce
Important! Only CRM administrators can create new fields.
Configuring Admin Settings for Custom Fields
Also, see Admin Settings: Custom Fields.
Important! Only Skedulo administrators can configure the admin settings for custom fields.
Viewing Custom Fields
Once configured in both the CRM and web app, custom fields are displayed in the job details view, under the "Job Fields" tab.
Figure 1. An example showing a custom field named "Cause of Problem" under tab "Job Fields".
Custom Field Input Types
Custom fields can include a range of input types including:
- Text fields
- Rich text
- Date and/or Time
Note! Custom fields do not have any validation in the Skedulo web app. So any restrictions on these fields in Salesforce will result in an error if the field is updated to an invalid value.
Special cases: Salesforce "Rich Text" fields are read-only in the Skedulo web app.