How to set the custom job fields on Zuper web app?

How to set the custom job fields on Zuper web app?

Notes
Navigation:  Settings -->  Custom Fields and Checklist Settings -->Job Fields  --> (Select the single line / Multiple line input) --> Choose First Option by Default.

The user can set the Choose First option as the placeholder while predefining a checklist or custom field as default. Now, the user can create a group for multiple job categories.

1. Select the “Settings” module from the left navigation menu, choose the “Custom Fields & Checklist Settings,” and select the “Job Fields” section.



2. From the "Settings" icon, select the "New Group" option.



3. Enter the "Group Name" and all the relevant categories. Select the "Submit" button to confirm the new group creation.



4. Select the “Custom Field” for which you want to predefine the first option as default and check mark on the “Choose First Option by Default?” and click the “Save” button option 

Finally, click the “Save Fields” button.

Under the current job custom fields, when you choose from your selected custom fields, a pop-up will appear. 

Mark a tick on the "Check Box" to define the “Dependent Field.”

 Click the “Save” button to add the custom field for the checklist. 



3. You can view the custom fields and the predefined option set for the checklist while creating a new job.



NotesNote: If a particular field needs to be hidden from Field Technicians on the "Zuper" mobile application, click on the field, select the "Hide to Field Executive / Technician" checkbox, and click "Save."

Notes
Note: If a particular field needs to be a read-only field on the "Zuper" mobile application, click on the field, select the "Mark as Read-only" checkbox, and click "Save."

Notes
Note: If a particular field needs to be a hidden field on the "Zuper" mobile application, click on the field, select the "Mark as Hidden Field" checkbox, and click "Save."

Notes
Note: If a particular field needs to be a mandatory field on the "Zuper" mobile application, click on the field, select the "Mark as Required" checkbox, and click "Save."

Custom fields defined by a business often have dependent aspects and play a substantial role in ensuring checklist progress. While creating a new job, proper validations are performed for user-defined fields. 


    • Related Articles

    • How to create Custom Team Fields?

      Navigation: Settings -->Custom Fields and Checklist Settings -->Team Fields You can create your own Custom Fields that are tailored to your business. Creating a custom field in the team custom fields module will be displayed on the New Team Creation ...
    • How to create a new job in the Zuper mobile app

      Jobs are a critical part of field service operations. They involve step-by-step job creation and completion, providing significant relief for end users through on-time service. The Zuper mobile app makes it easy to create a new job. 1. Select the ...
    • How to Create a Job Checklist and custom job fields?

      Job Checklists are tools that can be used to overcome the pitfalls of manual processing. This job checklist ensures that a Field Technician carries out his/her tasks in a consistent manner. Administrators or Supervisors can create checklists for ...
    • How to create Custom Functions, View Custom Function Execution History, and associate them through workflow?

      Custom Functions in Workflows: Navigation: Settings --> Other Settings --> Custom Function--> + New Function For the created custom function now, the workflow is associated with the following steps: Custom Functions help you meet your unique business ...
    • How to create a Job on the Zuper Mobile app?

      Jobs are the heart of the Zuper Mobile App. It is the core of all field service operations. In Zuper Mobile App, you can create a new job. Create a new Job: 1. Select the "Jobs" module from the top-left hamburger icon . 2. Select the "+“ icon from ...