Reservation Custom Fields

What are Reservation Additional Custom Fields?

The additional fields for reservations allow you to add various custom fields for the data that you deem important to be present in the documents related to the unit reservation. In Enerpize, you will find a vast array of fields, varied in use, to serve all reservation purposes. We will get to know the types of these fields and how to customize them in this topic

Adding Custom Fields for Reservations

1. From the main menu, click on “Settings” dropdown under “Rental and Unit Management” in the main menu.
2. Click on “Settings”.
3. Click on the card titled “Reservation Custom Fields” to navigate to the custom fields screen of the software.
4. Select the desired field type from the list on the left, such as (single line, multiple lines, number, dropdown list, checkbox, date, and others).
5. Click and drag the desired field towards the empty space until a frame appears indicating the field’s position on the screen.
6. There are two main types of fields:
   • Static fields: These are fields with a clear and defined value, whether you set it, leave it to the user to enter their desired value, or provide them with a set of options to choose from.
   • Dynamic fields: Dynamic fields link to your database, such as client names or products, allowing the user to choose from the database. The displayed choices update based on your database changes, like showing a new product in a dynamic dropdown list as soon as it’s added to the system, without needing manual data entry on your part.
7. Additional Fields Properties:
   • General properties for static fields:
     • Field Label: Enter the field name that appears to the user. It acts as a title for the required data in this field and is a default field.
     • Key: A keyword used for easy access to this field later. If the keyword has multiple words, they are separated using an underscore (_). It’s a default field.
     • Default Value: A value you set for the field to automatically appear for the user when they want to fill the field. They can replace it with the value they want.
     • Placeholder: A marginal text in a faint font that appears in the field to guide the user on the expected data entry, e.g., “Enter username” or “https://www.enerpize.com”.
     • Filter by this Field?: A switch that, when activated, uses this field to filter different data within the document containing the field.
     • List by this Field?:: A switch that, when activated, lists the field data as a column in reports and when reviewing reservation-related data.
     • Auto Suggest: A switch that, when activated, suggests suitable data to the user while typing, based on the database and previous user data for such a field.
     • Min Length: The minimum number of characters allowed in the field.
     • Max Length: The maximum number of characters allowed in the field.
     • Is Required?: If you want to mandate the user to input the required data for the field.
     • Allow Beside: If you want this field to appear beside other fields and not on a separate line. This property is used to format the fields’ appearance.
     • Field Size: To control the size of the field. Also used for formatting.
   • General properties for dynamic fields:
     • All the properties of static fields.
     • Entity: To link the field with one of the system databases, like employees.
     • Listing Field: To select the type of data inside the database you want to show to the user in this field, like employee names.
       • Note: The data displayed to the user changes according to changes in the database.
8. Available Additional Fields:
   • Single Line Field: A field that allows the user to input a single line of characters and numbers.
   • Multi-Lines Field: A field that allows the user to input any number of lines of characters and numbers as they wish.
   • URL Field: A field designated for entering links.
   • Email Field: A field designated for entering email addresses.
   • Phone Number: A numeric field for entering phone numbers.
   • Date: A field for selecting a date from a calendar, with the possibility to restrict the user to a specific time period to choose the date within.
   • Time: A numeric field for entering the timing or schedule related to the documents within the reservation.
   • Currency: A field for entering financial amounts. You can either specify the currency or give the user the freedom to choose.
   • Number: A field specifically for numbers. You can precise the decimal system or allowable fractions.
   • Toggle: With the help of the implementations department, you can control whether this button is activated for one of the fields or not.
   • Map Location: A field where the user can add a map location using Google Maps.
   • File: Allows the user to upload a file they wish to attach.
   • Image: A field where the user can attach an image and specify the maximum size for the image.
   • Multiple Sub-Forms: A field where you can add multiple custom fields so they can be repeated in the same order. For example, a combined field for a product name, its price, and quantity, where the user can control the number of combined fields they want by pressing a button. By activating the allow sorting button, you allow the user to control the order of the combined fields.
   • Separator: A field where you can write any text or number on it, serving as a separator between different fields for organization and order.
   • Dropdown: A field that allows you to add multiple choices from which the user can choose one. By activating the “Is Searchable?” button, you give the user the privilege to search using this field.
   • Multiple Dropdown: A field that allows you to add multiple choices from which the user can select one or more choices. By activating the
   • “Is Searchable?”  button, you give the user the right to search using this field.
   • Dynamic Dropdown: A list linked to one of the databases in the system, showing the user the available data on your system in real-time for them to choose from.
   • Multiple Dynamic Dropdown: A list linked to one of the databases in the system, presenting to the user the available data on your system in real-time, for them to select one or more choices.
   • Static Content: Content that you write to explain something or some field, appearing to the user without the ability to edit it.
   • Formatted Text: A field that allows the user to input and format the text as they desire.
9. After entering and formatting the fields you want, click the “Save” button.