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How to use the Field Designer
A Field Designer section is available in the admin site for configuring the fields for appointments in the list and workspace headers, and Equipment and Parts workspaces using the associated App Settings tab in the Admin Site. With this, and the user-defined fields that you can add, you can configure the application as needed. When you first use the Field Designer, the original defaults from the system appear.
In the Field Designer for the workspace, you want to configure, select the device type your technicians use most often. You will need to adjust the layout for both device types independently unless you restrict your technicians to only one device type.
Add fields Drag and drop field any field in the Available Fields or User Defined Fields list onto the design space to add fields to the workspace. All fields will display XXX or 0000 depending on whether the field displays text or numbers, so you get a good idea of the size of the data that will be shown. Any icons on fields, such as the envelope for opening email, is also displayed so you can see where that will be placed.
Remove fields that have a Delete icon can be removed from the workspace if the information isn’t tracked in your back-office system. The field will appear in the Available Fields list so it can be added later, if needed. Fields that cannot be deleted because they contain pertinent information for the application to function appropriately do not have a Delete icon.
Rearrange Fields Once a field is in the design space, you can drag and drop the fields in any order to display information in the most relevant way for your technicians using the mobile app. Fields can be moved into either an empty space or drag it over an existing one and the remaining fields will adjust. You can also leave blank spaces as needed.
Expand/Collapse The fields that you place in the top line are the ones that are displayed when you collapse the data in the workspace. Consider the more important information for your technicians and be sure to leave that in the top row. For example, if your technicians need to change the appointment status often, you’ll want to place that on the top row, especially for a phone device type, so that the field is easy to access.
Resize fields Drag the side of a field to fill a larger space. This is great for description or address fields which may wrap when in a narrower space. You are able to only widen fields. The whole row will automatically size if one field is taller than the others.
Show Customer has Contract Icon An icon is displayed for the Appointments list when a customer has a contract. If you would rather not display that icon at all, you can toggle that option to off.
Revert to Default If you’d like to start over, or decide you don’t need the changes you’ve made, click Revert to Default. This will reset the design space to the basic layout provided in TechPro.
Publish to App Once you’ve added, moved and/or deleted all the fields your organization needs, toggle the Publish switch to on. Click Save. The workspaces will appear to your designs. Any changes you make will appear immediately on the mobile devices (users may need to sync first) when you save your changes, if you’ve set the publish to on.