Custom Fields

Overview

Custom fields let you record information not covered by default fields — installation site, warranty contact, inverter rating, etc. They are set up by a System Manager and appear on asset forms automatically.

To access: Admin → Custom Fields

How It Works

Custom fields are grouped into fieldsets. A fieldset is assigned to an asset model — so any asset belonging to that model shows those fields on its form.

Creating a Custom Field

1. Go to Admin → Custom Fields → Create New Field
2. Enter the Field Name
3. Set the Field Format:

4. Mark Required if it must be filled in
5. Click Save

Creating a Fieldset

1. Go to Admin → Custom Fields → Fieldsets → Create New Fieldset
2. Name it — e.g. Solar Equipment Fields
3. Add your custom fields
4. Drag to reorder
5. Click Save

Assigning a Fieldset to a Model

1. Go to Admin → Asset Models
2. Open the relevant model
3. Select the Custom Fieldset
4. Save

All assets under that model will now show the custom fields.