Field Types
Cheqroom offers a variety of field types to ensure that the information stored is relevant and valuable. Here's an overview of the available field types:
Single Line of Text: Allows short, unique text entries like brand names or vendors.
Multiple Lines of Text: Ideal for detailed descriptions or notes supporting various lines of text.
Date: Enables easy date addition, complete with a calendar widget for selection.
Currency: Format numbers as currency, with options for symbols like "$" or units like "USD."
Integer: Suitable for whole numbers only, like unit numbers, quantities, or counts.
Decimal: Allows fractional numbers, which helps specify weights or dimensions.
Numeric: Similar to integers, but retains leading zeros, suitable for barcodes or serial numbers.
Hyperlink: Stores text or text-number combinations as clickable links.
Phone: Formats phone numbers according to the chosen country format.
Email: Used for storing email addresses.
Dropdown List: A closed-ended field type for selecting from a preset list of options.
Creating a Custom Field
Go to your Settings in the bottom left corner of your screen.
Click Fields.
Select a type of custom field and click Add field.
Choose your field type and enter the field name.
Optionally, make the field appear when adding a new item, set it as required, or add it as a filter option for all Users.
Click Add field.
You can rearrange fields by dragging them up or down.
Note: Making fields required can ensure that critical data is entered where necessary.
Editing Existing Custom Fields
Existing fields can be edited to change the name, description, or new item & filter settings, by following these easy steps:
Find the custom field you would like to edit
Hover your mouse over it, and from the "Actions" drop-down, select "Edit"
Make any required changes, and then click "Update field"
Updating Custom Fields of Many Items at Once
Click Items in the Table view.
Select multiple items using the checkboxes.
Click Bulk Actions, then click Edit Items.
Update the values of one or more fields.
Click Update to save changes.
Using Item Fields
Filling in Custom Fields for a New Item
Click Items, then click New Item.
Fill in the required fields, including any custom fields.
Click Add.
Adding Extra Fields for User Data
Store additional information like employee numbers or student IDs as custom fields on the User level.
Creating a Custom Field for Users
Go to your Settings in the bottom left corner of your screen.
Click Fields.
Select Users and click Add field.
Choose the field type and enter the field name.
Optionally, make the field appear when adding a new User, set it as required, or add it as a filter option on the User page.
Click Add field.
Notifications Based on Custom Date Fields
Custom date fields can trigger notifications for various alerts, such as reminders for calibration dates or maintenance checks. This improves efficiency, prolongs machine lifespan, and prevents issues.
You can read more on our How to Use and Manage Notifications guide.
Adding Custom Fields to Your PDF Template
You can incorporate custom fields into PDF documents for Reservations, agreements, and more.
Adding Custom Fields to PDF Templates
Click "Settings" from the navigation menu on the left, and then click "Templates" from the new page.
Select the appropriate template to edit:
If it's a default template, you will need to clone it.
If it's a custom template, click on the one you want to edit.
Add rows or columns where extra fields should appear.
Choose a title and place your mouse in the field where information will be added.
Click the dropdown list Insert Placeholder, and choose the field to add.
Click Preview and Save when done.
You can read more on our How to Use, Create, and Customize PDF Templates guide.