Custom fields

Add custom fields to Places, Employees, Vehicles, and Tasks in Navixy to store additional data and improve filtering in field service workflows.

Custom fields allow you to add personalized information to the description of places. Custom fields operate in the same way as standard fields, allowing you to store valuable data that can be used for filtering and improving operational efficiency.

Examples:

• In Field service management, custom fields can supplement information about visited Places. A field employee using the X-GPS Tracker mobile application can view and edit detailed information about Places, such as customer details and service requirements, enhancing task completion. Read more in the Navixy blog.

Custom field types

Field type	Description
Text string	Length up to 700 characters, allows any characters.
Text area	Length up to 20,000 characters.
Email	For email addresses only.
Phone	For phone numbers only.
Decimal number	For decimal values.
Integer number	For integer values.
Employee	Allows assignment of a responsible Staff member, making the place visible in the X-GPS Tracker application for the given employee.
Image	Allows adding an image.
File	Allows attaching a file.

Adding and editing custom fields

To add a new custom field, navigate to Account settings → Custom fields.

1. Select field type: Choose the field type from the Elements list on the left.

2. Drag and drop: Drag the selected field type into the Main section on the right.

3. Specify Information:

• Field name: Enter the name of the field.

• Description: Provide a description for the field.

• Required: Indicate if the field is required. When adding a new place, it can't be saved until all required fields are filled.

Additional actions for custom fields

• Add Section: Distribute custom fields into different sections for better organization.

• Reorder: Drag and drop fields and sections to arrange them in your preferred order.

• Delete: To delete a field, select it and click the trash can icon. Note that primary fields marked with a lock icon can't be deleted.

Important notes

• Maximum Custom fields: You can add up to 50 custom fields.

• Automatic updates: When editing fields, changes to their name, description, and order are automatically reflected in all created places.

• Deletion: Deleting a custom field removes it from all places permanently without the possibility of recovery.

FAQs and troubleshooting

• Can custom fields be added to other objects besides places? Currently, custom fields can only be added to places, with plans to expand this functionality in the future.

• Can I fill in Custom fields from CRM systems via Navixy API? Yes, you can fill custom fields in Navixy by making API calls to synchronize data from your CRM. This enables seamless data transfer and updates, ensuring that all information is up-to-date and accessible in both systems. Read more in Navixy API Documentation.