Creating a New Field

Users with necessary privileges can create new fields to be used in asset forms.

  1. From the Fields tab, select the New Field link. This will open the New Field page.
  2. Enter a Label for the new field.
  3. From the Type drop-down menu, select the type of field to create. Options include:
    • Date. Date field.
    • Select One. This is a drop-down menu.
    • Text (Single Line). Single-line text field.
    • Text (Multi Line). Larger, multiple line text field.
    • Toggle. Checkbox field.
  4. The Notes field provides an area for users to include additional notes that will appear under the newly created field. This usually includes short usage notes for the new field.
  5. When all fields are complete, select the Save button. The page will reload and show additional configuration options depending on the Field Type selected, along with a preview of the new field. Selecting the Save button under the Field Config area will redisplay the Preview with the new options.
  6. Configuration options are as follows:
    • Date. There are no additional configuration options with the Date type.
    • Select One. The Select One field (drop-down menu) will produce the Options text field under the Field Config area. Enter in the values, one per line in the text field, that will appear in the new drop-down menu.
    • Text (Single Line). There are no additional configuration options with the Text (Single Line) type.
    • Text (Multi Line). The Multi Line Text field option provides the user with Width and Height fields where the specific dimensions of the field can be set.
    • Toggle. The Toggle field type will provide a Text field where users will enter the text to display next to the new checkbox.
  7. Once necessary configuration options have been selected, click the Save button under the Edit Field area. The newly created field will appear in the Fields list.