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. You can add Cost Calculations and Services to field groups.
4. Edit the field group by clicking on the edit icon next to the field group name. A pop up will appear and you can add a default number of items. When a project is created, via the web app or mobile from this template, the default items will be added to the field group. If the items have required fields, it will force the user to complete them.
5. The first screen shot if an example of what the dynamic items will look like via the web app without any default items. Click on "Add New Item" and you will see it appear.
The 2nd screen shot below shows how it will look on the web app when you entered a default number of 4 items. The 4 items are automatically created when creating a new project.
6. Check the "Admin Only" box to prevent non-admins from creating new items. Non-admins will be able to edit the items in the field group if they were added in the projects by admins.
7. 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.
8. 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.
You can delete an item by clicking on “Delete this item” at the bottom of the item.
8. We have a pdf report "Full Photo and Data with Items" that is customized for these dynamic items. Please choose this report if you are using this feature.
9. Below is an example of what the Full Photo and Data with Items report looks like. The area in the red box is an example of how the dynamic items will display in the report. This may look different depending on what types of fields you have in your line items.
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