Custom fields

↩ Administration

Custom fields let you add your own fields to JOATOS's records — capturing details specific to your organisation. They're defined under Settings → Custom Fields (admin only).

Where custom fields apply

You can add custom fields to six entity types:

• Site, Device, Server, Service, Software, and License.

(Assets aren't included here — the asset register uses its own managed lists instead.)

Field types

Each custom field is one of:

• Text, Number, Date, URL, Boolean
• Select (one choice) or Multi-select (several) — you supply the options

Creating a field

1. In Settings → Custom Fields, find the entity type and select Add field.
2. Set:
   • Label — the display name
   • Key — a stable identifier (letters, numbers, underscores); it can't be changed later
   • Type — and, for select types, the options (one per line)
   • Required, a default value, a display order, and whether it's active
3. Save.

The field then appears on that entity type's detail pages, where users can fill it in. Editing a field lets you change everything except its key; deleting a field removes it and its values.

Notes & tips

• Choose the key carefully — it's permanent, so use something clear like warranty_ref or cost_centre.
• Set display order to group related fields together on the detail page, and turn a field inactive to hide it without deleting its data.

Related

• Categories and register settings
• Enabling and disabling modules