You can display custom fields on Users, Customers, Contracts, Services and Service Lines to capture bespoke data via the Extension Properties feature.
Depending on where you have chosen to add your fields, they will show accordingly when a user creates or edits a User, Customer, Contract, Service or a Service Line.
To display custom fields on Users, Customers, Contracts Services or Service Lines, go to the Custom Cards section of Builder and then select ‘Extension Properties’ from the drop-down menu.
Note that only users with the 'Setting Settings' option set as part of their user role will be able to create, edit or delete Extension Properties.
In the 'Extension Properties' page, you'll see the list of Objects you can add Extension properties to (i.e. Users, Service Lines, Customer, Contracts and Services) and how many custom data fields have been added to each one.
To add or edit a custom data field for any of the Data Objects, click on the row of the Object you want to update. The row will expand to show all the fields that have already been added to that Object, alongside a list of all the custom data fields in the system.
To add a custom data field to your selected Object, click on a field from the 'Available Fields' section on the right-hand side which shows a list. This will add the field to the 'Added Fields' section on the left.
If the custom data field you need hasn't been created yet, you can easily create it without leaving the Extension Properties screen - simply click the 'add' icon above the list of system fields and fill in the required information in the resulting popup.
After adding the desired custom data fields to your selected Object, drag and drop the fields to modify the order in which you want your custom data fields them to display. You can also choose if you want to make the field mandatory to fill in or not.
You can also remove fields from your selected Object by clicking on the 'X' in the 'Available Fields' section.
If you are adding Extension Properties to a 'User' Object you'll also need to select the user type you want the field to appear on. The options are:
All (Contacts, Service Agents, Self Service Users, Robots)
All People (Contacts, Service Agents, Self Service Users)
Service Agents Only
Robots Only
Note that if you are adding a field of Type 'Enate Reference' to a User, you will only be able to select a User Type of 'Service Agents Only' or 'Robots Only'.
Once you have finished making your changes, make sure to click Save at the bottom of the grid.
If you have removed any data fields, a confirmation message will appear asking if the user is certain they want to remove these fields as they will stop appearing in the relevant areas of the Enate system.
Once the changes have been saved, the custom data fields will appear in the relevant areas of Enate.
Extension properties added to the User Object will show in the following places, depending on the User Type Setting selected.
If any of the 'All (Contacts, Service Agents, Self Service Users, Robots)', 'All People (Contacts, Service Agents, Self Service Users)' or 'Service Agents Only' User Type options have been selected, Extension Property fields will appear in the 'General' tab when you create or edit a Service Agent in Builder.
If any of the 'All (Contacts, Service Agents, Self Service Users, Robots)' or 'All People (Contacts, Service Agents, Self Service Users)' User Type options have been selected, Extension Property fields will appear in the 'Create/Edit Contact' pop-up when you create or edit a contact in Work Manager.
Extension properties added to the Service Line Object will be added to the Service Lines screen in Builder. They will not show anywhere in Work Manager.
Extension properties added to the Customer Object will be added to the Customer pop-up, accessible from the Service Matrix in Builder. They will not show anywhere in Work Manager.
Extension properties added to the Contract Object will be added to the Contract pop-up, accessible from the Service Matrix in Builder. They will not show anywhere in Work Manager.
Extension properties added to the Service Object will be added to the Services pop-up, accessible from the Service Matrix in Builder. They will not show anywhere in Work Manager.
