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Custom fields let you capture information Opmaint does not ask for by default, such as a cost centre on work orders, an insurance policy number on assets, or an approval code on purchase orders. Custom fields are set per branch.

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Add a custom field

1

Open settings

Click your organisation name at the top of the left sidebar, choose Settings, and scroll to Custom Fields.
2

Choose the module

In Module, pick where the field should appear.
3

Name the field

Enter a Label, such as “Cost centre” or “Approval code”.
4

Choose the type

Pick a Type from the list below.
5

Repeating records (optional)

Tick Copy the values of this field on repeating records if a recurring work order should carry this field’s value into each new occurrence.
6

Add

Click + Add Custom Field.

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Modules you can add fields to

Work Orders, Requests, Assets, Locations, Zones, Sub Zones, Categories, Teams, Users, Meters, Asset Types, Parts, Part Types, Vendors, Areas, Purchase Requests, Purchase Orders and Goods Receipts.

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Field types

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Manage custom fields

Your existing fields for the chosen module are listed below the form. For each one you can:
  • Use the up and down arrows to change the order fields appear in
  • Click Edit to change it
  • Click Archive to retire it

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Where custom fields show up

They appear in the module’s forms, such as the Custom Fields section at the bottom of the Create Work Order form. Requests and assets also have a Custom Fields tab.

Required fields

Settings overview