Actions on custom type fields

To configure custom type fields, you must have the CONFIGADM access code.

Important: After deleting, editing or creating a custom type or a custom type field, you must update the custom types in use. If you do not update the custom types, your changes will not be displayed correctly.
To update all custom types, each user must reload the WorkZone Client.

You can perform the following actions on custom type fields:

Create a custom type field

Custom type field names must be unique. You cannot create a custom type field with the same name as another existing custom type field.

On the start page, click Global.
Select the Custom types tab.
In the custom type action bar, select the custom type to create a custom type field for.
In the Custom types tab page, click Create to open the Create custom type field form.
In the Create custom type field form:
1. In the Name field, enter a name for the field. This is the name of the field in the database.
2. In the Label by default field, enter a label for the field. This label will be used as a default name of the field in the WorkZone Client. Localized labels will override the default label.
3. Click Localize label and:
In the Type of field field, select the data format the field can store.
In the Start date, and End date fields, enter the start and end dates of the activation period if you need to define an activation period for the field.
Click Create to create the field and close the form.

Edit an existing custom type field

You cannot change the Name, Label by default or Type of field fields on an existing fields.

On the start page, click Global.
Select the Custom types tab.
In the custom type action bar, select the custom type that contains the custom type field you want to edit.
In the Custom types tab page, hover the mouse over the Action button to display the action bar and select Edit. The Custom type field form is opened with the custom type and selected field in the title.
In the Custom type field form, click Localize label and:
In the Start date, and End date fields, enter the start and end dates of the activation period if you need to define an activation period for the field.
Click Save to save your changes and close the form.

Delete a custom type field

You cannot delete a custom type field that contains information.

On the start page, click Global.
Select the Custom types tab.
In the custom type action bar, select the custom type that contains the field you want to delete.
In the Custom types tab page, hover the mouse over the Action button to display the action bar and select Delete to open the Delete custom type field form.
Click Delete to delete the selected field and close the form.

Use custom type field as a descriptive label

You can add descriptive text to a custom type property, and have this text displayed in WorkZone Client when users look up this custom type field value in a drop-down list, or when users analyze relevant custom type data displayed in the dashboard widgets. See Descriptive text on custom types in WorkZone Client User Guide for more information.

Important: Only fields of the Text type can be used as descriptive labels of custom types, and only one text field can be used as the descriptive label at once. If you enable more than one text field to be used as the descriptive label, your last selected field will overwrite any previous selections.

On the start page, click Global.
Select the Custom types tab.
In the custom type droplist, select the custom type for which you want add a descriptive label.
On the Custom types tab page, hover the mouse over the Action button next to the custom type field you want to use as a descriptive label and select Edit in the action bar. The Custom type field form is opened with the selected custom type and custom type field in the title.
Enable Use as entity description.
Click Save to save your changes and close the form.