Overview
From the Data objects page, you can create your own custom objects or add custom fields to standard objects or your own. You can then map your custom fields to objects in the data model and also choose when and where they are visible to schedulers and mobile users.
Manage data objects
To view and manage all data objects:
- Go to your profile and click Settings.
- From the left-hand panel, select Data objects.
A list view of all the existing standard and custom data objects is displayed.
Create a custom object
To create a new custom object:
- From the left-hand panel, select Data objects.
- Click Create custom object. The Create Custom Object modal is displayed.
- Enter an Object label, Object name, and Object description.
The label is what will be visible in the app, the name is used by the system to identify the object. - Click Create.
Create a custom field
In this example, a text field will be added to the Jobs object so that a resource or scheduler can record additional information.
- On the Data objects page, select the Jobs object.
- In the top right-hand corner, click Add custom field. The Create Custom Field modal is displayed.
- From the options available, select Text, then click Next.
- Complete the required Field label, Field name, and Field length fields. Optionally, enter a Description.
- Under Display settings, choose when the field will be displayed. You can select more than one option.
- Click Create.
Custom field properties and types
Each custom field comprises the following properties:
|
Property |
Description |
|---|---|
|
Object. |
An object from the Skedulo data model. |
|
Field Name. |
A name used to identify the field within the object. |
|
Field label. |
The display used whenever the field is shown in the app. |
|
Field type. |
This identifies the data type of the field. It will determine how the user can interact with the field within the rest of the app. See table 2 for details. |
|
API Name. |
This is the name given to the field by Skedulo. This value cannot be changed. |
|
Display Settings. |
These settings dictate whether the field will be visible on the mobile and desktop versions of the app. It also determines if the field is "required" as well as allowing the resource to edit the field when using the mobile app. |
The following field types are available when creating a custom field:
|
Field Type |
Field Description |
Additional Fields To Define |
|---|---|---|
|
Text |
A standard text field. |
Field length: Set the field length (up to a max of 255 characters). |
|
Text area (long) |
A long text field allowing line breaks. |
Field length: Set the field length (up to a max of 131,072 characters). |
|
Number |
Enter any valid number (including decimals). |
Set the field length and decimal places (requires a precision value and decimal points value). |
|
Date |
Enter a date or pick a date from a calendar pop up. |
N/A |
|
Checkbox |
A standard checkbox that can be selected (true) or deselected (false). |
Set the default behavior for the checkbox. Selected by default (Y/N). |
|
Picklist |
Select a single value from a pre-defined list of options. |
Add picklist values. |
|
Picklist (with multi-select) |
Select one or more values from a pre-defined list of options. |
Add picklist values. |
|
URL |
Enter a website URL. |
N/A |
|
Time (beta) |
Select the time of day from a picker (in 15-minute increments). |
N/A |
|
Lookup relationship |
A lookup for a field in a related object. |
Object: Set the object. |
Mark a field as required
Using Display settings, an admin can mark a custom field as required. Doing so will automatically make that field editable on the mobile app, and the job cannot be completed until the field has been populated and saved.
For more information, see The Skedulo Mobile App: Custom Fields.
Removing a field or an object
Any field or object can be removed by clicking the Remove icon. This will also remove the custom field from the Skedulo mobile app.
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