Job custom fields

  • Updated

Custom job fields are used to create additional fields which are not present by default. This can be particularly useful in gathering additional job specific information. If you build your own templates, or ask BigChange to build a custom JobCard, these can be added to appear. For example, you might want to capture site access requirements, or whether parking is available on site.

 

 

Create a job custom field

To create the Job Custom Fields:

  • Navigate to:[Top menu] Profile (icon) →Admin Settings  Schedule → Job custom fields:

58.png

From here, select the Job Type you wish to add the field to.

59.png

And from the screen above, click Add to add the field.

60.png

On Booking Site means that if your clients have access to a booking site created by you, this field will appear on this booking site for them to fill in.

On Devices means that when viewing jobs on devices, this field will also appear. If the field pertains to information that a field-based engineer should be able to see (for example is parking available on site, yes/no), selecting this option will allow the field and its value to be available.

61.png

Here you may add the information into the field and click Ok. The ‘Statement’ option opens the conditional field ‘Statement text’, allowing you to add an extended amount of content:

3. Jobs.png

This will then appear as a custom field at the bottom of all jobs:

63.png

‘Required answer’, appears when the ‘Mandatory’ option is ticked.  This provision is for scenarios where a specific response is essential before continuing, eg ‘do you agree to these terms?’.

An additional ‘Message to display if required answer not given’ field appears when there is a value in the ‘Required answer field’, allowing you to set the text which will appear when the required answer is not met:

64.png

65.png

A conditional field ‘Default value’ appears when ‘Date’ is selected. 

  • Navigate to: [Top menu] Profile (icon) → Admin Settings → [side menu] Contacts & Notes → Contact custom fields → Add-Edit → [Type] Date:

66.png

Copying Custom Fields to Multiple Groups

Each job type has its custom fields. However, if you wish to repeat some fields across multiple job types, you can use the ‘Copy list to…’ function. Complete the popup form and click 'Ok' to transfer all fields from one group to another.

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.

Deleteing 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.

 

Response to Custom Fields

If any jobs within the group have Custom fields against them, when you click to save the group, you will be asked to complete any which have mandatory custom fields. For example,  if a Job Custom field has been set up for the Job type Design Consultation

  • (Navigate to: [Top menu] Profile (icon) → Admin Settings → [side menu] Schedule → Job custom fields):

2. Job Scheduling (including Group Jobs or Job Groups).PNG

37.png

and a new project group is created which includes that job:

38.png

then a popup window will open asking you to complete the mandatory fields:

39.png

Once these are completed, you can save the group as usual.