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Packages: Essential, Premium, Enterprise
User Roles: Admin
In your remberg Asset Platform, you have the option of adding individual data to your Work Orders in addition to the standard information. This is done using Work Order custom properties, which you can manage yourself in the system settings.
Creating Work Order Custom Properties
To create Work Order custom properties, proceed as follows:
Click on “Settings” in the main menu on the left-hand side
Select “Features”
Click on “Work Orders”
Click on "Custom properties" in the middle navigation bar
Select “+ Add” in the top right-hand corner
Enter the English name of the Work Order custom property in the “Name (English)” field
Optional: Click on the language symbol to the right of the “Name (English)” field to add the name in other system languages. Then confirm by clicking on “Save”
Optional: Add a description of the field in “Description”
Define the API label in the field of the same name
Note: This is necessary for the (regular) CSV import of system data and the optional creation of an API interface. The API label can no longer be changed once the property has been created!
Click on the “2 Type” tab at the top of the pop-up window
In the “Field Type” field, select the desired type of the work order custom property
Note: This property can no longer be changed once the property has been created!
Optional when selecting “Selection”: If several options are to be selected, check the “Multiple selection” checkbox. Then add the selection values by clicking on “Add” in the “Options” area.
Note: Add the names for the other system languages by clicking on the pencil icon.
Note: You can change the order of the selection values by moving the mouse over the six dots to the left of the value designation and dragging the value to the desired position while holding down the mouse button.
Click on the “3 Rules” tab at the top of the pop-up window
Check the box next to the desired functions
Confirm the addition of the Work Order custom property by clicking on “Create”
💡 Note: You can mark custom Work Order properties as required. This means a new Work Order cannot be created until all required fields have been filled out.
Editing Work Order Custom Properties
To edit your Work Order custom properties, proceed as follows:
Click on “Settings” in the main menu on the left-hand side
Select “Features”
Click on “Work Orders”
Click on "Custom properties" in the middle navigation bar
In the list of Work Order custom properties, select the desired one
Edit the relevant information
Confirm by clicking on “Save”
Note: The API label and the field type can no longer be changed once the data field has been created!
Note: Values of selection fields can no longer be deleted after they have been created!
Adjusting the Order
If you would like to edit the order of the Work Order custom properties, follow the steps below:
Click on “Settings” in the main menu on the left-hand side
Select “Features”
Click on “Work Orders”
Click on "Custom properties" in the middle navigation bar
Move the mouse over the six dots to the left of the field status
Hold down the mouse button and drag the field to the desired position and then release the mouse button again
Deactivating Work Order Custom Properties
If you do not want to delete custom properties, but only deactivate them temporarily, proceed as follows:
Click on “Settings” in the main menu on the left-hand side
Select “Features”
Click on “Work Orders”
Click on "Custom Properties" on the middle navigation bar
In the list of individual data fields, select the desired one
Click on the “3 Rules” tab at the top of the pop-up window
Click to deactivate the “Activate this Custom Property” checkbox
Confirm by clicking on “Save”
Note: The property is now deactivated, but the data entered remains saved until the custom property is reactivated or permanently deleted.
Deleting Work Order Custom Properties
If you want to permanently delete custom properties and the data they contain, proceed as follows:
Click on “Settings” in the main menu on the left-hand side
Select “Features”
Click on “Work Orders”
Click on "Custom Properties" on the middle navigation bar
In the list of custom properties, click on the three-dot menu on the right in the desired field
Select “Delete”
Confirm by clicking on "Delete"
Note: The property including all entered data will now be irrevocably deleted.