Inspection User Defined Field Attribute Definitions - Setup

Inspection User Defined Field Attribute Definitions - Setup


  1. Name: Backend ID that is used to pull your information. Please enter a "Name" ID that does not contain special characters or spaces.
  1. Caption: Name of the UDF field on the end user side. This can include spaces and should be something your end users can recognize.
  1. Field Type: How you want your UDF to be entered. Please select one option from the dropdown list. Do not try and type in your own value. 
  1. Length: Character length. Sets a maximum amount of characters for your field entry. Should be greater than 0 and no more than 1000 for Text and MultiLine field types. For all other field type types, the maximum character limit should be no more than 50.
  1. Data Type: Corresponds to your Field Type value. Please select one option from the dropdown list according to the definitions table below. Do not try and type in your own value.
  1. Dock Zone: Zone where your UDF will be placed. Zones MUST be created before downloading the inspection template. Please select one option from the dropdown list.
  1. Sort Order: The order you would like your UDF fields to appear in on an inspection form. Please keep in mind that currently, a max of 3 UDF fields will appear together in a row. 
  1. Mandatory: Makes field mandatory. Users cannot create or save an inspection without a mandatory field. Consider making fields mandatory only if end users can enter a value for the mandatory field when creating the inspection. Please select one option from the dropdown list according to the definitions table below. Do not try and type in your own value. TRUE = Yes; FALSE = No.
  1. Editable: Allows users to edit this field. If "Editable" is not set to true, your users will not be able to edit this field and enter any values. Please select one option from the dropdown list according to the definitions table below. Do not try and type in your own value. TRUE = Yes; FALSE = No.
  1. Hidden: Indicates if your field is hidden from end users. Used mainly by our development team. Please select "FALSE" from the dropdown option to ensure your field is visible.
  1. Internal: Allows your field to be viewed by your employees. Internal MUST be set to TRUE for your employees to view this field. Please select one option from the dropdown list according to the definitions table below. Do not try and type in your own value. TRUE = Yes; FALSE = No.
  1. External: Allows your field to be viewed by contractors. External MUST be set to TRUE for contractors to view this field. Please select one option from the dropdown list according to the definitions table below. Do not try and type in your own value. TRUE = Yes; FALSE = No.
  1. Show Comment/Attachment: Allows users to provide a comment/attachment for the specific field if selected. The comment/attachment option will appear if the field is populated.
  1. Validate: Allows values that are entered to be validated and approved or denied if they are within a certain range. Only applies to Field Types indicated below. Please only enter a value for this if your field type can be validated.
  1. Min: Indicates the minimum value for a field entry when validated.
  1. Max: Indicates the maximum value for a field entry when validated.



    • Related Articles

    • User Group Permission Definitions

      Wondering what permissions let users add items to work orders? Unsure of how to let your end users view the store module? Want to limit the amount of users that can change asset records? Jump to the section you are interested in learning more about ...

    • Configure Default Values in Inspection Forms - Inspections

      Users can configure a default option for AutoComplete, DropDown, and ListBox when creating Inspection forms. Doing so will help streamline data entry in Inspections and standardize Inspection form options, if needed. This is by allowing fields to ...

    • Mandatory UDFs at Status Change - User Defined

      User-defined fields (UDFs) can now be made mandatory at any status change on service requests and work orders. For example, certain UDFs might be required in order to Complete the work order vs Close the work order.   Navigate to Settings > Setup > ...

    • Create an Inspection Using the Inspection Type Template

      Inspection Type Template To facilitate the creation and modification of inspections on NEXGEN, our software gives you the option of downloading an inspection type template. The downloadable template lets you edit and format your inspections on an ...

    • Adding a UDF to a Work Order Asset - User Defined

      Users can create User Defined Fields (UDFs) that will be specific to each asset on a work order. These UDFs can be configured for all work orders or work orders for a particular department, division, or main task. Configuring a Work Order Asset UDF ...