Customising the item fields

Description:

Insite provides several fields for items out of the box. These include images, title, description, due date, assignees, locations, status, priority and comments.

In some instances, you might not need all of these fields. Therefore, we have made it possible to turn off the item fields by creating reusable 'Item field sets'.

You can determine which field set should be used on a list to create a more streamlined audit process. This article describes the process for creating and updating custom item field sets. For details on using the field sets, see Using custom field sets.

Notes:

• Only Project Admins can access the Item field sets part of the project settings and therefore other users cannot create or update custom Item field sets.
• Given that this is a project-level setting, the custom field ses will be available on all new lists as well as list templates.
• Changes made to custom Item field sets will take effect on any lists and templates which use them.

Contents:

This article covers the following actions:

1. Creating custom item field sets
2. Updating a custom field set
3. Deleting a custom field set

Guide:

1. Creating custom item field sets

1.1. From the home screen go to Your project.

1.2. You will now be presented with the project overview screen.

1.3. Tap Project settings under the locations card.

1.4. Go to Item field sets. You will now be presented with all of the available field sets for the project. By default, you will find the System default set.

 

1.5. Tap on the Blue ⊕ button to add a new custom set of item fields. You will now be presented with the New field set page.

 

1.6. Provide a name for your field set and use the checkboxes to specify which fields should be included. Note: you cannot turn the Title field off.

1.7. You can also rename the fields on this page. Simply tap on the white space to the right of the field name and you can overwrite it with your custom terminology.

1.8 When you are happy with your selection and the customisation, press Save to create your custom field set. Next, see Using custom field sets for details on how to implement the custom fields on your inspections.

2. Updating a custom field set

2.1. From the home screen go to Your project.

2.2. You will now be presented with the project overview screen.

2.3. Tap Project settings under the locations card.

2.4. Go to Item field sets. Find the field set that you would like to update and tap on it to open it.

 

2.5. To update the field set, make your amendments and press Save when you are done. Note: any changes made will instantly take effect on the lists and templates that use the field set.

   

3. Deleting a custom field set

3.1. From the home screen go to Your project.

3.2. You will now be presented with the project overview screen.

3.3. Tap Project settings under the locations card.

3.4. Go to Item field sets. Find the field set that you would like to delete and tap on it to open it.

 

3.5. Scroll to the bottom of the page and tap on the Delete button. You will now be presented with an alert asking you to confirm that you would like to delete the field set. Tap Yes, delete.

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