Adding custom data for resources
Where to put all that extra information you want to maintain about your resources.
The custom data tab
For every object you can store an unlimited number of custom data items. Access and add to this list by first clicking the details tab (1), then the custom tab (2).
Custom data items can range from manufacturer and serial number details to paint colours, warranty expiry dates and so on. Clients can set up standard sets of custom data items to attach to resources at each different level of the resource hierarchy to ensure that the right data is captured for their resources.
To add a new custom data item, start by clicking the Add button at the top of the list (3).
Enter a new custom data item for an object
When adding a new custom data item you can either select from a list that has already been set up in preferences, or you can add a new custom data type by clicking the New button.
Select an pre-defined custom data type
To add a pre-defined custom data type for the current resource, simply select from the list.
Enter custom data details
Each custom data row can have text, number and/or date information added. In addition the creation date is automatically logged and shown at the start of the row.
As the user adding the new custom data itme you can also choose to have the row locked to prevent any other users from amending the row. To do this, set the locked? field to 'Yes'.
Click Confirm to add the new custom data item.
New custom data added to list
