Units Custom Fields

What are the Additional Fields for Units?

The additional fields for units allow you to add various custom fields for the data that you deem important to be present in the unit’s documents. Within a period, you will find a vast array of fields, with diverse uses to serve all the unit’s objectives. In this topic, we will get to know the types of these fields and how to customize them.

Adding Custom Fields for Units

1. From the main menu, click on “Settings” dropdown under “Rental and Unit Management
    in the main menu.
2. Click on “General Settings”.
3. Click on the card “Unit Custom Fields” to navigate to the custom fields screen in the program.
4. Select the desired field type from the list on the left, such as (single line, multiple lines, number, dropdown list, checkbox, date, etc.).
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 set by you, left for the user to input whatever value they wish, or you provide them with a set of choices to choose from.
   • Dynamic Fields: Dynamic fields are linked to your database like client names or products, allowing the user to choose from the database. The displayed choices are linked to updates you make to your database, e.g., a new product appearing in a dynamic dropdown list as soon as it’s added to the system, without needing manual input from you.
7. Additional Field Properties:
   • General Properties of Static Fields:
     • Field Label: This is where you input the field name that appears to the user, which is considered the title for the required data in this field. It’s a default field.
     • Key: A keyword used for easy access to this field later on. If the keyword consists of more than one word, separate them with an underscore (_). It’s a default field.
     • Default Value for the Field: A value you set for the field to automatically appear to the user when they want to fill in the field, allowing them to replace it with the value they want.
     • Placeholder: A marginal text in light font appearing in the field to guide the user about the expected data entry in this field, e.g., “Enter username” or “https://www.enerpize.com”.
     • Filter by this field: When activated, this field is used to filter different data in the document containing this field.
     • Create a list for this field data: When activated, field data is added as a list in the form of a column inside reports and when reviewing data related to workflow files.
     • Auto Suggest: When activated, the system suggests appropriate data to the user as they type, based on the database and the data previously entered by the user in such a field.
     • Min Length for Field Data: The minimum number of characters allowed to be entered in the field.
     • Max Length for Field Data: The maximum number of characters allowed to be entered in the field.
     • Field is Required: If you want to make it mandatory for the user to enter the required data for the field.
     • Field format beside other fields: If you want this field to appear next to other fields and not on a separate line, use this feature to format the appearance of the fields.
     • Field Size: To control the size of the field. Also used to format the appearance of the fields.
   • General Properties for Dynamic Fields:
     • All properties of static fields.
     • Entity: To link the field to one of the system’s databases, like employees.
     • Listing Field: To choose the type of data inside the database you want to show to the user in this field, such as employee names.
       • Note: The data displayed to the user changes based on 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 unit.
   • 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.