Field Reports - Custom Field Input Configuration

Purpose

This screen allows you to configure the labels, types, order, and status of the fields used in your reports. Think of it as your control panel for customizing the information you want to collect or display.

 Accessing the Screen:

Configuration > Project Setup > Field Report Inputs

Using the Screen:

➕ Add a New Field

1. Scroll to the first row under the table labeled with empty inputs.
2. Enter the Field Name (required).
3. Choose the Field Type from the dropdown:
   • Textbox – For text entry
   • Checkbox – For true/false or toggles
   • Yes/No – For simple binary choices
   • Integer / Decimal / Dollar – For number fields
   • Date – For date selection
4. (Optional) Adjust the Order number to set its display order.
5. Use the checkbox to mark the field as Active (checked = visible).
6. Click the + Add New button to save the new field.

 Only fields marked as “Active” will appear in your report forms.

Edit an Existing Field

1. Find the field you want to edit in the table.
2. Update the Field Name, Type, Order, or Active checkbox as needed.
3. When ready, click the Save button at the top of the page.

 Note: Changing the field name will only affect how the field is displayed going forward. It does not change the actual data stored in past reports.

Save Changes

• Click Save to save and stay on the screen.
• Click Save & Close to save and return to the main menu.

 Delete a Field

1. Click the trash can icon (?️) next to the field you want to remove.
2. Confirm the deletion when prompted.

⚠️ Deleted fields cannot be recovered. Make sure they are not in use before deleting.

Validation & Feedback

• Fields must have a name. Blank field names will highlight in red and prevent saving.
• Success and error messages will be shown at the top of the page after any action.
• If you see red indicators, fix the issue and try again.

Sorting Fields

• The Order column determines the display order of fields on your reports.
• Lower numbers appear first. You can use values like 1, 2, 3… or 10, 20, 30 for easier reordering.