Custom fields and columns
Typed columns for the Jobs table — text, numbers, dates, dropdowns, checkboxes, files and links — scoped per workstream.
Rufineous Emmanuel
Last Update a day ago
Your jobs rarely fit a fixed template — a fibre span carries different information than a maintenance visit. Custom fields add typed columns to the Jobs table, per workstream.
The seven types
- Text — free text
- Number — numeric values (sortable and filterable as numbers)
- Date — day-first dates (14/07/2026)
- Dropdown — one of up to 30 options you define
- Checkbox — yes/no
- File — up to 10 files per field, 25 MB each
- Link — a URL (bare domains get https:// added)
Defining fields
Open the Fields chip on the Jobs table: "Custom columns for the Jobs table. Values are typed, appear in the bulk importer under matching headers, and deleting a field hides its column without touching job history."
For each field choose a name, a type, options (for dropdowns) and — crucially — Applies to: either Shared (all workstreams) or one specific workstream. Scoping keeps a Route Type column out of your maintenance workstream's table. A tab shows its own fields plus shared ones.
Who can see a field
Every field has a Show to field staff switch (off by default):
"Workers assigned to the job read this on the job record. Off by default — leave it off for commercial detail."
This is enforced on the server, not just hidden in the app — an unshared rate never reaches a worker's phone. Fields shared with field staff show a green Field staff pill in the fields dialog.
Editing values
Values are edited right in the table (and in the job's Record pane):
- Checkbox — tick the cell.
- Dropdown — pick from the cell's menu, or Clear.
- Link — Open, Edit or Clear from the cell menu.
- File — Upload file / Add file, open any file, or remove one. "A field holds at most 10 files." and "Files are limited to 25 MB."
- Text / number / date — click the cell to edit in a small dialog.
Changing or removing a field
From the column header menu, Edit column lets you rename, change options, or even change the type — "Existing values are kept — ones that no longer fit the type show as plain text until edited." Delete field hides the column: "Values already stored on jobs are kept but no longer shown, and job history is not touched."
Tip: name your import spreadsheet's headers after your fields — the importer files values under matching columns automatically, and any new header can become a new field during import.