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Job custom fields

Overview

Custom fields can be set up to allow additional information to be stored against a job.

Creating Custom Fields for Jobs in Salesforce

Also, see

Creating Custom Fields and The Skedulo Mobile App: Custom Fields.

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.

An example showing a custom field named "Cause of Problem" under tab "Job Fields".

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

  • Labels

  • Lookups

  • Picklists

  • Multi-Picklists

  • Rich text

  • URLs

  • Numbers

  • Date and/or Time

  • Checkboxes

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.

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