Custom Fields

What is a Custom Field?

Custom Fields represent pieces of information stored individually per Client.

When comparing them with a classical Spreadsheet, a Custom Field would be a column within the Spreadsheet holding the same type of information for each row (Client) with individual values stored in the cells.

When importing or exporting Clients, the values of their Custom Fields are imported/exported as well.

Custom Fields are a Global Feature and can be re-used within multiple Rollouts.

They can be managed under Settings -> Custom Fields by users who are at least Rollout Manager.

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Other features accessing Custom Fields

Client Detail View

The Client Detail View has a dedicated tab for displaying the Custom Fields for the user to interact with:

On this image, the group for the default fields was hidden.

Every mutation of Custom Field values is stored in the Client's history:

Checklists

Custom Fields can be linked to Checklist steps:

This screenshot is taken during the Checklist creation process.

In order to complete the Checklist step, the user must define a value for this field:

The Custom Field will appear on the Checklist and the user can interact with it.

The value is then automatically stored in the Client's Custom Field values:

Delivery Sheet

The Delivery Sheet will display the Custom Field values of its client:

On this image, the group for the default fields was hidden.

Finding Clients

When searching for Clients in the Global Search, you can find them by their Custom Field values:

In this case, the "SZ_005-Elitebook" has a Custom Field "Serial number" with the value "1234567890".

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While filtering Clients, you can define rules for Custom Fields:

For this filter, all Clients are returned which have a Custom Field "Asset Type" with the selected option "Notebook".

Appointments

When creating an Appointment, you can select a Custom Field where you are storing the Client user's email address in case they do not have a Rollouter account. The appointment invitation is then sent to email address inside of the Custom Field value of the Client: