Additional fields

Overview 

When Scheduling a Job from a Group Event or creating a single event for a client, the modals will now have the ability to display custom fields in a new “Other Information” section. It is called Additional Fields. There is an article How to Set up Additional Fields in our Knowledge Base https://support.skedulo.com/hc/en-us/articles/360001300456-16-Administration (section Custom Fields) but you might it difficult to apply. So this article will go to details and share step by step how to do it.

Steps

Additional Fields can be added to the following:

• Group Events (GroupEvent): When creating a Group Event
• Group Event Jobs (GroupEventBooking): When creating a job from a Group Event
  • If mapping from Group Event to Job then a separate record needs to be added with the Default Value being the API name from the Group Event (GroupEventBooking)

• Single Bookings ( SingleBooking): When creating a Job from a Client
• Activity (ResourceRoster_Activity): When creating an Activity for a Resource
• Resource Shift (ResourceRoster_ResourceShift): When creating a Shift for a Resource
• Timesheet Activity(Timesheet_Activity): When showing an Activity on the timesheet console (Will need to be used for Approval Status)
• Timesheet Job Allocation (Timesheet_JobAllocation): When showing a timesheet record for a Job
• Timesheet (Timesheet): Will show fields on Timesheet List view
• Service Management Console (ServiceBooking): Will show when creating a Job from the Service Management Console
• Timesheet Exception

1. Whilst within Setup - Custom Settings, select “Skedulo Additional Fields”

2. Select “Manage” and either click on an existing field or click New

3. Record Components

• Name : Record name - can by anything
• Active: Determines if the field get shown
• Categories : Where the field gets displayed. Multiple values can be entered separated via a semicolon if they have the API name.
• Default Value : Default value to display. It can be a picklist value, text, or a number.
  Field Type: Salesforce field type
• Label : What will be shown in Interface
• Lookup Object Api Name: If the field type is a "Lookup," the objects API name that the lookup is referencing needs to be entered.
• Max Length: If the field type is "Text," a maximum value can be entered for the length of characters. A check will be done when saved to ensure this is met.
• Max Value: If the field type is "Number," a minimum value can be entered, and a check will be done upon save to ensure this is met.
• Min Value: If the field type is "Number," a minimum value can be entered, and a check will be done upon save to ensure this is met.
• Object API Name: The API name of the Object where the field exists. Should be a Job if using the same field across SingleBooking; GroupEvent; GroupEventBooking
• Options: If the field type is "Picklist" enter the values you wish to display separated by a semicolon. Leave blank to show default picklist values 
• Order: Fields are initially sorted by type -. Text, number/decimal, picklist, date/time, lookup, checkbox. The order can then be set per field type.
• Required : Mandatory or not
• Read Only: Display only or not
• Types : The Job Types / Activity Type /  Availability Type  the setting applies to. Blank if it applies to all types
• Filter: Conditional display of the field using SOQL where condition.

Use Case

Set up an additional field, named SleepOver of type checkbox, on Single Booking, Group Event and Group Event job modal:

1. Make sure the SleepOver checkbox field is created on Group Event and Job object. If not, create a new field (Users can reference the corresponding field on Job object to create). Grant the Read/Edit permission for the new field to Schedulers by updating custom Scheduler permission set

2. Add field to Single Booking and Group Event

• Select New to add new additional field

Name = Sleepover Booking

Categories = SingleBooking;GroupEvent

Field Api Name = skedhealthcare__Sleepover__c

Field Type = Checkbox

Label = Sleepover?

Object Api Name = sked__Job__c

• Create new Single Booking job

• Create new Group Event

3. Add field to Group Event Job

• Select New to add new additional field

Name = Sleepover

Categories = GroupEventBooking

Default value = skedhealthcare__Group_Event__c.skedhealthcare__SleepOver__c => The default value should be in the format “skedhealthcare__Group_Event__c.FieldApiName”, where FieldApiName is the field api on Group Event object

Field Api Name = skedhealthcare__Sleepover__c

Field Type = Checkbox

Label = Sleepover

Object Api Name = sked__Job__c

• Create new Job from a Group Event