Each entity in QUOODA® comes with a core set of fields that can be used to store specific information. Every business is unique and if there is some data you would like to store that does not already have a natural place you can add tabs and fields as required.
Step 1. Go to Settings > Custom Entities and Fields
Step 2. Decide which entity you would like to add a field to
You can add tabs and fields to most entities in QUOODA®. For the purpose of this example, we will add a tab and field to the property entity. To do this select the Asset group and the property entity type from within that dropdown.
Step 3. Add a tab
If the tab you need already exists, skip to Step 4.
You cannot amend the existing tabs and fields for the core entities of QUOODA®. You can add additional tabs to capture the data you need and a selection of fields to each tab.
- Click 'Tabs'
- Click 'Add new tab'
- Name the tab in the 'Tab Caption' field
- Click 'Save and Close'
Step 4. Adding fields to the tab
- Click the tab you wish to add questions to
- Select ‘Manage Custom Fields’
- Select ‘Add New’
You will be presented with a choice of field types where you can pick the way you want your question to be answered. Each option has a small ‘i’ next to it which is a tooltip that can be hovered over to provide more detail. For a full list of the available options and more in-depth explanations of how to use them please visit our custom field types help page.
TOP TIP – Where you have questions on this tab already they will appear in the table. Select one to load the details and amend it. You will only be able to amend the question details, to change it to a different field type you will need to delete and re-add the question.
Select a field type a form will load. The question type you choose will dictate the options that are available on the form
Common options include:
- Caption – The field name
- Is Field Mandatory? – select yes if you would like the checklist to need an answer to this before it can be saved
- Display on entity grid? – select yes if you want the answer to this question to be available as a filterable option on the checklist table
- Tooltip – When completed this will show a small ‘i’ icon next to the field which will show the tooltip instructions you have entered if hovered over or clicked.
There are too many options and variables to cover on one help page, if you are unsure or have questions about anything when adding fields please ask for support.
Once you are happy with the information you have entered, click ‘Save & Close’.
Step 5. Repeat this process for all the required fields
You can repeat steps 3 and 4 as many times as required until all of the tabs and fields you require have been added.
Step 6. Use the new tabs and fields on the entity type
Once you are finished you will be able to load the entity type you have amended and see the new tabs and fields you have created. As you can see, the tab and field I added to the property entity are available to be completed on a property record.