Resource Custom Fields

This article provides a step-by-step guide on how to create and apply Resource custom fields in BigChange. Custom fields are a valuable tool for storing essential information related to your resource groups. This feature allows for better organisation and efficient management of resources.

Navigating to Resource Custom Fields

To create a custom field, follow these steps:

Go to Account Settings.
Select Settings.
From the side menu, choose Resources.
Select Resource Custom Fields.

Creating a Custom Field

After navigating to Resource Custom Fields:

Select Resource Group to select the group from the drop-down menu.
Select Add.
Populate the fields as needed, and select Ok to save.

Copying Custom Fields to Other Groups

If you want to apply the custom field to other groups:

Click on Copy list to... A new popup will open.

Should you copy the custom fields from one group to another, any pre-existing custom fields in the group you are copy the fields to, will be deleted and replaced.

Before you complete the copying of custom fields, you will receive an on-screen warning reminding you of this.

Deleting a custom field

Deleting a custom field in BigChange is a permanent action and cannot be undone. All the data associated with that field will be lost. Therefore, it's crucial to double-check and confirm that the data in the field is no longer required before proceeding with deletion.

The system will provide an on-screen warning asking are 'Are you sure you want to delete this custom field?' before the deletion process is completed to remind you of this.

Viewing Custom Fields on a Resource's Card

To view the custom fields:

Open a Resource's profile by navigating to Fleet & Resources.
From the side menu, select Resources and then choose the desired Resource.
The Custom Fields that you created will be displayed at the bottom of the form.

Conclusion

Creating and applying resource custom fields in BigChange is a straightforward process that can significantly enhance resource management. By following the steps outlined in this article, you can efficiently organise and manage essential information related to your resource groups.