Product Type - Additional Fields

 

You can define additional fields for particular product type that needs to appear in the new resource form apart from the pre-set fields in the form. You can add text fields, numeric fields, date type fields and Meter Reading fields in the form.

 

In FacilitiesDesk a product is classified as, Product Category -> Product Type -> Product -> Resource.

In the new resource form once you specify the Product Name the additional fields created for the particular product type is displayed in the form.

 

  1. Click the Admin tab in the header pane.

  2. In the Resource Management block, select Product Type-Additional Fields icon . The Product Type-Additional Fields page opens.

 

Adding Resource Additional fields

  1. Select the Product Type for which you wish to add the additional field from the combo box. This is mandatory field. If the selected product type is an asset then a Meter Reading tab appears along with text, numeric and date/time.  

  2. To add the text fields, enter the field name in the Label text field. Specify any relevant information about the field in the Description text box.

  3. You can choose the type of text field to add by selecting the radio buttons.

In all the three cases, you can add default values for the text field in the space provided for the same. To add items for the pick list, enter the value in the text field and click Add Item. To delete a value, select the value and click Delete button.

  1. To add numeric fields, click the Numeric tab and then enter the label name in the form fields provided for the same.

  2. To add date/time fields, click the Date/Time tab and enter the required details.

  3. If the product type selected is an asset then, the Meter Reading tab appears. Click the Meter Reading tab,

  1. Click Save. A message for successful creation of the fields is displayed.

 

Deleting Additional Fields

To delete the additional field, instead of adding the label name, delete the label name you wish to remove from the fields of the new resource form and click Save. The respective field is removed from the new resource form.

FacilitiesDesk - Integrated Facilities Management Software

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