Dynamic Items are fields defined in a field group within a section of a template. Once defined, these dynamic items (or group of fields) can be added to an individual work order as they are needed. Field groups can contain multiple dynamic item fields.
For example, you may create a field group for estimate line items, repair items, punchlist items, or equipment items. Users can then easily add items with the click of a button.
1. Go to Admin>Templates. Select an existing template to add dynamic fields or create a brand new template. Navigate to the section in which you would like to create a field group, click on the "..." icon and select "Add new field group".
2. Enter a name for your field group and click "Add Field Group".
3. Click on the + icon below the field group to create a new field. Click and drag the new field into the field group. Add as many fields as needed in the field group and include cost calculations and services if you are using these features.
4. Once you have a field group created, you have the option to create a copy of the field group by checking the box. Any existing field groups will appear below and select the field group you wish to copy. Add a unique field group name and click "Add Field Group".
5. This is an example of what the dynamic items will look like via the web app. Click on "Add New" and it will be created.
6. Portal Admins can view the date, time, and user who created the item by hovering your mouse over the item and the metadata will appear. Manager users can only see when the item was created.
7. The dynamic item fields will be added and available for users to complete. Please note field users will most likely be the ones completing this information on mobile (for fields that are not admin only or hidden from field user). View the iOS guide here. View the Android guide here.
8. You can delete an item by clicking on “Delete this item” at the bottom of the item. Click on Cancel or Delete Item. Deleted items cannot be undone.
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