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Custom Jobs

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Adding a Custom Job

Custom jobs allow you to create custom forms for jobs.

To create a custom job under the ‘Registers’ tab, click ‘Custom Jobs’ > ‘Add New‘.

From here, you can fill out all of the fields that you require and click ‘Save’.

Once you have created a custom job, you will be able to see it in the job types when you click ‘Add new Job’ under a project.

Custom Fields

Styling the form

You can change the way the form looks by adding a width value to each field. The form is broken up into 12 columns and so if you give the field a width of 6, it will be half a row long (4 is a quarter and 12 if a full row).

Moving the order of the fields

In order to move the order of the fields around, you can click and drag the field to move it to the position that you would like.

Custom Field Types

There are 11 different types of custom field types that are available when adding in a custom field.

  • Text
  • Select
  • Toggle
  • File
  • Constant
  • Radio
  • Date
  • Radio Button
  • Star Rating
  • Signature
  • Formula

Text Field

The text field is the most basic type of field.

Select

When adding a select field, there are two options that you can choose from in order to get values for your field. These are ‘Custom Options’ and ‘From Database’. the From database option allows you to make the options pull from other parts of the app. The ‘Custom Options’ option allows you to put your own values that will be available for users to select. When adding in custom options, you are able to have the label separate from the actual value of the custom option. The value of the option will be what will show up in templates filled out from the custom job.

Toggle

The toggle field lets you have an on or off option.

File

A file allows users to upload a file to the form.

Constant

A constant field is something that cannot be edited by the user. This can be used to add extra information to the form.

Date

A date field will open a picker for the user to select a specific date. You are able to edit the format of the date by filling in the ‘date format’ field. You can see the different ways to format a date at this table.

Radio Button

A radio button is similar to a select field although with a radio button all available options are shown as buttons.

Star Rating

A star rating allows you to rate things out of 5 stars.

Signature

The signature field allows users to add in there signature.

Formula

The formula field type allows you to calculate new values based off other fields in the formula. In order to create a formula, in the ‘formula’ field that appears once you select the formula field type, when you type the $ a list of the available fields will show for you to select. Then you can select which fields you would like to calculate and write the formula in.

Custom Job Templates

Custom jobs are also able to have document and email templates associated to them. Please click here to view the documentation for document templates, and here for documentation on email templates.

When you have added a template for a custom job, you can fill the template from the form data filled by clicking ‘Download’ and either hovering over, pdf or word, and selecting the template to use.

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