Manage custom fields

Overview

The custom field section of admin settings allows admins to choose what fields to show and when.

To utilize previously created custom fields (in the CRM), you will need to add them to the custom fields settings within Skedulo. Detailed instructions on how to configure objects and fields on Skedulo for Salesforce and on the Skedulo Pulse Platform can be found here:

• Skedulo for Salesforce:

  • Create custom objects and fields in Salesforce and then map them in the Skedulo web app using the Custom fields settings page (see Create custom objects in Salesforce and Create custom fields).

• Skedulo Pulse Platform:

  • Create and manage custom objects and fields in the Skedulo web app using the Objects and fields settings page (see Create custom objects and fields in the Skedulo Pulse Platform). The custom field section of admin settings allows admins to choose what fields to show and when.

This page contains instructions for working with custom fields in Skedulo for Salesforce.

Manage custom fields

To make changes to a custom field in the web app:

1. First, go to the admin settings for custom fields (accessible via the user profile button bottom-left of the console).

2. Select an object from the Select object picklist and click Add.

3. Next, select a field from the Select a field picklist and click Add.

   • Option: Add a reference field if required.

   • Option: Edit the field label to rename it to something more meaningful.

4. Choose where the field will be shown from the options available (multiple selections are permitted):

   • Show on Desktop.

   • Show on Mobile.

   • Editable on Mobile.

   • Required on Mobile.

5. Option: enter any Show if rules.

6. Click Save.

Add an object

Before adding any fields, you first need to add an object. Select an object using the drop-down list provided, then click the Add button to add it to the editing area. The options available are pulled from the CRM—with the standard Skedulo objects at the top of the list, e.g., jobs, resources, etc.

The admin settings for custom fields.

An object (resources) being added to the editing area of custom fields.

Add a field

To add a field to an object, select the field from the available drop-down and click the Add button.

Alternatively, use the Map All Fields button near the top of the object display–this will add a record for every missing field for the current object.

Once multiple fields have been added to an object, re-order them using the drag handles on the right-hand side of each field.

Finally, click Save to keep the configuration.

A field (named hourly rate) being added to the resources object.

Each custom field is made up of the following properties:

Custom field properties and their descriptions.

Add a reference field

Add a reference field using the same method as any other field. If the reference is to a standard Skedulo object (e.g., jobs, resources, etc.), then no additional steps are required. However, if the referenced object is a custom object, then a new object record will need to be added. This new object record will need at a minimum, a UID field, and a name field.

The following example shows a custom setup where a field on the Jobs object called Follow Up Procedure is referencing the Follow Up Procedures schema–with that schema providing a UID field and a name field.

A set of custom fields from the configuration settings in the web app.

Mark a field as required

Using the Show Settings an admin can mark a custom field as required. Doing so will automatically make that field editable on the mobile app, and the job cannot be completed until the field has been populated and saved.

Custom fields that are defined as required are displayed regardless of the show if rules; enabling a resource to save jobs requiring this type of configuration.

Making a custom field a required field for a job on the mobile app.

Also, see mobile app documentation about custom fields.

Remove a field or object

Any field or object can be removed by clicking the remove icon. This will also remove the custom field from the mobile app, i.e., the field will no longer be visible in the Skedulo mobile app.

How to remove a field or an object from the Skedulo custom field settings.

“Show if” rules for custom fields

This allows users to write rules that evaluate to a boolean result using a relatively simple syntax to compare strings, booleans, numbers, etc. These rules are then run against custom fields on the job details page. The fields are only shown when the conditions described by the rule is met on both the job details page and the Skedulo mobile app.

Sample rules

Fields on the job object

Show if rules can be defined against any of the core object fields, as well as any custom field (name) defined against these objects in Salesforce (which are mapped to Skedulo).

• Job Object

• AbortReason

• AccountId

• ActualEnd

• ActualStart

• Address

• AutoSchedule

• CanBeDeclined

• CompletionNotes

• ContactId

• CreatedById

• CustomTextField

• Description

• Duration

• FollowupReason

• GeoLatitude

• GeoLongitude

• JobAllocationCount

• JobStatus

• Location

• LocationId

• Locked

• Name

• NotesComments

• NotifyBy

• NotifyPeriod

• ParentId

• RecurringSchedule

• RecurringScheduleId

• RegionId

• Timezone

• Type

• UID

• Urgency

Import or export a custom schema

Administrators can upload (import) or extract (export) custom fields using the buttons provided at the top right of the admin settings for custom fields.

The location of the import and export buttons in the admin settings.

The import custom schema modal in the admin settings.

Exporting or extracting a custom schema using the admin settings.

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