How to create Customer Item Userfields for Service document

How to create Customer Item Userfields for Service document

Step 1: From the Service Documents manager, click on the New toolbar button.

Step 2: You will see the New Service Document window open, scroll down to the bottom of the window and click on the Customer Item User Fields link button as shown below.

Step 3: Click on the New toolbar button.

Step 4: In the Add Custom Field window, enter the custom field name in the Field Name. Then click on the drop-down to select the Field Type from the list.

AltheaSuite has 5 different field types for a custom field.

Date Time: This is used if you want your custom fields to have values in the date and time format.

Fractional Number: This is used if you want your custom fields to have values in the numbers with decimal values.

Lookup Value: This is generally used if you have a list of values that are more frequently used. When this is selected, you will see a drop-down menu to choose your custom field values.

Number: This is similar to the Fractional Number type but this does not allow your custom field values to have decimal values in the number.

Text: This field type supports alphanumeric values to your custom fields.

Step 5: Once you have selected the field type, click on the Create button.

Step 6: The custom field created will show up in the grid in the Customer Item Custom fields window. Repeat steps 3,4 and 5 to add more custom fields.

Step 7: Once you have added all the required custom fields then click on the Apply button.

Step 8: You will see all your custom fields in the service document under the User Field List section. To add values to the custom field (lookup field type), click on the 3 dotted icon.

Step 9: Click on the New toolbar button to add values to the custom field.

Step 10: Enter the custom field value and click on Create button.

Step 11: Repeat steps 9 and 10 to add more values to your custom field. Once you have added all the required values, you can close the window by clicking on the Cancel button.

Step 12: You can now see all your custom field values added in the drop-down menu.