What you can extend
Custom fields can be added to seven entity types, each on its own tab:Devices
Compliance
Goals
Budgets
Planner
Users
Companies
Prerequisites
- Permissions: managing custom fields requires the custom fields settings permission (read to view, write/manage to create, edit, reorder, and delete).
Supported field types
When creating a field, choose from these types:| Type | Use for |
|---|---|
| Short Text | Single-line text |
| Long Text | Multi-line text / notes |
| Number | Whole numbers |
| Decimal | Numbers with decimals |
| Email addresses | |
| Phone | Phone numbers |
| URL | Web links |
| Date | A calendar date |
| Date & Time | A date with a time |
| Checkbox | Yes / no values |
| Dropdown | Pick one from a list |
| Multi-Select | Pick several from a list |
| Radio Buttons | Pick one from a small set |
Creating a custom field
Choose the entity tab
Select the tab for the record type you want to extend (Devices, Compliance, Goals, Budgets, Planner, Users, or Companies).
Enter a label and type
Type the Label (the name users will see) and choose a Type from the list above.
Add options (for choice fields)
For Dropdown, Multi-Select, or Radio Buttons, expand the row to open Field Options and click Add Option for each choice. You can drag options to reorder them.
Set scope and visibility
Configure how the field applies (see Scoping below) and whether to hide it from company users.
The Required toggle for a choice field can only be enabled after you’ve added at least one option, you’ll see “Add options to this field before making it required.”
Scoping and visibility
Custom fields can be targeted so they only appear where they’re relevant.- Type scoping (Devices, Compliance, Goals, Budgets, Planner): set a field to All Types, or to a specific type (for example, a particular device type). Type-scoped fields appear only on records of that type; All Types fields appear on every record.
- User scoping (Users): choose Both, Tenant Users, or Company Users to control which kind of user the field applies to.
- Company visibility: tick Hide from company users to keep a field internal to your team. Hidden fields never appear to client portal users.
Compliance fields
Compliance offers an extra scope that determines where the value is filled in:- Filled on the check (pre-filled) — the value is set once on the check definition and shown read-only on every run.
- Filled on compliance page — the value is filled in per run.
Filling in values and reordering
- Once defined, custom fields appear in a Custom Fields section on the relevant record’s detail page or edit dialog, where users enter values. Required fields must be completed before saving.
- Drag the handle on the left of any field row to reorder how fields appear on records.