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Adding custom fields for Operators

Adding custom field that only the Operator can see or use.
Written by Support
Updated 1 month ago

Terms Used

1. We have 2 kind fields called "Job Request Field" and "Customise Field" (It refers to Customise Job Request Fields Module)

2. We have additional configurations for Customise Job Request Fields Module called "Purpose Field" with a value Request or Operator and "Visible Field" with a value True or False.

Examples

1. Job Request Fields (or Default Fields) are all myPSR standard fields such as Address, Site Contact, Location, Ref Number, Request Time, Deadline, Priority, Chargable, Client Cost, Invoice Number, Value and Hours.

All these fields are required for when entering information about the Job Request.

2. Customise Fields refer to Customise Job Request Fields Module.

For example :

If you create 1 new field, the system will define this new field as either a Request or Operator Field and it can be visible or NOT for the Operator by setting true/false in the Visible Field (If this new field is defined as Operator).

Creating a new Request Field

Go to Utilities > Customise Job Request Fields > Create New Field

You can choose type field as Input Field or Select Field (lets assume I will create a new Input Field), So I choose "Input Field" tab.

As you can see, we have added 2 new configuration fields such as "Purpose field?" and "Visible field?"

Enter Title, Description.

If you set Purpose field as Request, Visible field will not be required.

We will create new field as "Request", so please choose "Request" on Purpose fie

Click "Create New Job Request Field" button. After you click the button, the new field will be saved.

Now, Go to Job Requests > Create New Request

On Create New Request page, You will see the new field will be placed on left section (Job Request Details). It indicates that all new field as Request will put on that section.

Creating a new field as Operator

It is same process as point 1 above, but you just need set the value of "Operator" on Purpose field with Visible field as True/False (Tick/No Tick)

Now, Go to Job Requests > Create New Request

On Create New Request page, You will see the new field will be placed on the right section (Assign to Operator). It indicates that all new field as Operator will put on that section.

Now we will see the information for that field on pending/open/decline/complete request Page and Detail Job Request Page.

Let's assume that you are logging As Company Admin/Administrator

Go to Job Request > Pending Request (or Open/Declined/Completed)
Click arrow icon to show the detail of Job request.

As Admin/Administrator, all data is diplayed normally.
Click View Request, it will redirect to Job Request Detail page.
Data is dispplayed normally

Let's assume that you are logging As Operator

Go to Job Request > Pending Request (or Open/Declined/Completed)
Click arrow icon to show the detail of Job request.

As Operator, all data will be filtered by your Visible fieldconfiguration.
Click View Request, it will redirect to Job Request Detail page.
Data is filtered by your Visible field configuration.

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