Adding Custom Fields In FMX

FMX allows you to add custom fields to store additional details and capture more information from the requesting users across your site. Administrators can create and edit custom fields for their organization. Custom fields can be set to be visible to all users or only certain users who have been granted access to view them. Follow the steps below to add custom fields.

1. Click on Admin Settings on the left sidebar, then select the Form Builder tab from the header navigation list.

2. From there, select which area of your site the custom field to appear.

• Buildings - Capture additional information for your buildings (ex. Emergency Info) 
• Equipment Type – Capture additional information when adding equipment (ex. Serial #). Note: You must select the equipment type that you would like this custom field to be used for. The grid settings indicate if the field will show on the equipment type grid (show values), if the value is searchable, and if you can sort by this value on the grid.
• Inventory Items – Capture additional information when adding inventory items (ex. Shelf #)
• Invoices - Communicate additional details when creating invoices (ex. Due date)
• Maintenance Requests – Capture additional information from the requesting user when they submit a request for maintenance (ex. Cell Phone #)
• Custom Work Requests - Capture additional information from the requesting user when they submit a request for a custom work request module (ex. PO #)
• Planned Maintenance - Capture additional information for completing recurring tasks (ex. Tire PSI)
• Purchase Orders - Capture additional information when submitting orders (ex. Account number)
• Resources - Capture additional information for your Resources (ex. Capacity)
• Schedule Requests - Allows the Admin to capture additional information from the requesting user when they submit a request to schedule a facility (ex. Organization).
• Technology Requests - Allows the Admin to capture additional information from the requesting user when they submit a technology request (ex. Computer #).
• Transportation Requests - Allows the Admin to capture additional information from the requesting user when they submit a request for transportation (ex. # Vehicles needed).
• Users and Contacts- Allows the Admin to capture additional information from a certain user type when they submit a request. Then, a User Type drop down list will appear to select which user type you want to catch the additional information from. 

3. Enter the custom field Name and select a custom field Type:

• Attachment - Allows users to upload attachments to their request. This could be a picture, copy of insurance, etc. 

• Checkbox - Allows users to check a box, indicating a true or false attribute of a record.

• Currency- Allows users to enter in a currency amount.

• Date - Allows users to enter a date or pick a date from a pop-up calendar.

• Drop Down List - Allows users to select from a list of options. You will then have the option to select "Allow multiple selections" if you to be able to select more than one option from the drop down list.

• Number- A field that contains numbers only.

• Read only - Creates a field that is a text description. Read only fields are often used to add additional instructions for the user making a request in the system. 

• Text -Allows users to enter any combination of letters, numbers, or symbols that will fit within the given text box. 

• Allow multiple lines - Similar to the "Text" option above while providing a larger text box so that the user can enter more information. 

• Time - Allows user to put in a time or select a time from a drop down list.

• URL - Use this field to display a hyperlink.

• User- Allows a user to select another user/contact that is listed within your FMX site

4. Select which area of your site the custom field will be used.

5. Indicate if the field will be Required before the user can add the item or submit the request form.

6. Check if you want to Reset Approval for a request if the field is modified.

7. Indicate if you want to Hide the request from filters or notifications

8. Check if you want to Show Values of the field in a column of the grid view.

9. Navigate to the Conditions tab of the custom field.

10. Choose which Request Types you want the custom field to show up on. Leaving this blank will make the field visible on all request types for the module.

11. Select the Permitted user types. If user types are selected, then read and write access will be restricted to users of these user types. If none are selected, then all users on your site will have access to this custom field. (ex. Organizations use this to add a hidden notes field that is only visible to Admin and Maintenance Technician users).         

12. Click Save to create the new custom field. Then click Save Form to save the changes made to the form.

Note: To organize your Custom Fields, simply drag and drop the fields in the order you'd like!