User-Defined Field Configuration

In Schedule Setup, you have the capability to mark the fields to display in specific windows. For more information, see Service Call & Appointment Form Fields. If your company has utilized any of the user-defined fields (UDF) in Service Management that are not listed, you can add those fields to display as options in the Settings window, and then mark the checkbox to show the field(s). Conversely, if you do not want UDF fields to display in the Settings window, you can update this information.

The UDF files are found in  your install location\Schedule\WebServiceFiles\UDF.

The files are:

• AppointmentUDF.json : Can be displayed on Service, Job, and/or Resource appointment window.
• CustomerUDF.json : Can be displayed on a Customer window.
• LocationUDF.json : Can be display on a Location window.
• WorkOrderUDF.json : Can be display on a Service Call window.

Example: for Location you could add User_Defined_9a as follows. Append the following to the LocationUDF.json file:

{ 
"Column": "Service_User_Define_9", 
"Length": 0, 
"Label": "This is my label to display", 
"Type": "Date", 
"IsUsed": true, 
"wsiParameterName": "" 
} 

If IsUsed is not set to true, the field will not show up in settings for you to add to the displayed fields.

Setting up a Field to Display in Schedule Service Call & Appointment Form Fields Settings

For Service Appointments, Job Appointments and Technician Activities:

1. To display an appointment UDF field, open the AppointmentUDF.json file in a program that allows you to edit the file (example: Notepad). Edit the following fields within a set of braces { }.
   • "Label": User defined label that displays for the property.
   • "IsUsed": To display the field, change the  IsUsed  value to  true .
2. Save the AppointmentUDF.json file.

For the Service Call form:
Once values are added into the WorkOrderUDF.json file, they become immediately available to add to the forms from the Schedule Settings window.

1. To display a service call UDF field, open the WorkOrderUDF.json  file in a program that allows you to edit the file (example: Notepad++). Edit the following fields within a set of braces { }.
   • "Label": User defined label that displays for the property.
   • "IsUsed": To display the field, change the  IsUsed  value to   true  .
2. Save the WorkOrderUDF.json file.