Setup Custom Fields

The Custom Fields feature allows Power Users to define additional data fields on requests in the Coheso Work Management System (WMS). Power Users can create new fields (text, numeric, or dropdown) that appear on request forms for internal use. These fields capture specific details needed for incoming work. Custom Fields are only visible to Power Users and do not appear on the Business User request forms.

User Roles & Visibility

• Power Users: Can create, edit, and fill in Custom Fields on requests. They see the custom fields in the expanded view of each request and can set up field configurations in Settings.

• Business Users: Do not see Custom Fields.

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Creating Custom Fields

1. Navigate to Settings: In the top-right corner of WMS, click the Settings icon to open the configuration menu.

1. Add a New Field: Select the option to add a new custom field. You will be prompted to choose a field type and name.

2. Choose Field Type: For each custom field, pick one of these types:

   • Text Field: Free-form text input.

   • Numeric Field: Number input (decimal).

   • Dropdown Field: Enter all predefined choices when creating the field.

3. Define Field Details:

   • Enter a clear name and description for the field.

   • (For dropdown fields) Enter each option value that users can select. Options can be edited later, but cannot be deleted if already in use.

4. Save the Field: Once saved, the new field becomes available on all existing and new requests.

After creation, the custom field is immediately visible in the expanded view of every request for Power Users. They can enter or update values in these fields as needed when managing requests.

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Managing Fields

Once custom fields are created, Power Users can manage them via Settings:

• Editing Fields: You can change the name of any custom field at any time. Renaming a field does not affect the data already collected.

• Deleting a Field: A field can only be deleted if no requests currently use it. If a field already has data entered on one or more requests, the system will prevent its deletion and will display which tickets are using that field. This helps Power Users identify where the field is applied.

• Deleting Dropdown Options: Similar rules apply to dropdown options. An option cannot be removed if it is selected on any request. If an option has been used, you may rename the option, but cannot delete it until all references are removed.