Custom fields can be set up to allow additional information to be stored against a job. These are in the form of additional fields in the Fields tab of each job record, and they can be configured to be shown and editable in the web app and/or mobile app.
For more information about viewing and filling custom fields in the mobile app, see: The Skedulo Mobile App: Custom Fields
Configuring custom fields for jobs
Custom fields can be configured in Skedulo platform and Skedulo for Salesforce, however, the method for creating them differs in each system. For more information on creating and managing custom fields, see the articles that are relevant to your environment:
Skedulo platform
Skedulo for Salesforce
Important
Only administrators can create new fields.
Once configured, custom fields are displayed in the job details view, under the Job Fields tab.
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.
Comments
0 comments
Article is closed for comments.