Custom attributes
Definition
Create custom fields
Edit a custom field
Delete a custom field
Definition
Despite the huge wealth of data found in Mapotempo, there is a possibility that, depending on your business, some additional fields might be needed; e.g. a cell phone field, visit type etc.
Note
They are sent to Mapotempo Live and can be found on mission sheets.
- Custom fields can be managed from:
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general administration of a dealer account
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the account global settings page, in the Custom fields section.
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All creation, editing and deletion is covered in the two levels of information.
To manage a custom field, go to the Global settings page. A Custom fields section can be used to add, edit or delete a custom field.
Create custom fields
To create a custom field, go to the Global settings page.
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Click on the Add a custom field button
. Choose the page or section in the application where the field should appear:
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Deliverable unit
- Destinations
- Plan
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Route
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Store
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Tag
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User
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Visit
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Vehicle
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Vehicles configuration
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Zoning
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Name the new field. You can define a default value and help text so a correct value is entered in the field. For example: Create the pet field, set the default value as Dog and explain: “Enter the name of a pet. ”
Save by clicking on the Update Global settings button .
Note
When the custom field is linked to the Store, Route, Destination or Visit, it appears in the stop popup on the map.
The Custom field appears in a blue box.
Edit a custom field
Click on the Edit button to access the custom field sheet.
Make your changes. The section or page to which it is linked cannot be edited.
Save the Global settings by clicking on the Update Global settings button .
You can cancel any changes to a custom field by clicking the Cancel changes button .
You can cancel the creation of a custom field by clicking the Cancel creation button .
Delete a custom field
Click the Destroy button next to the custom field .
Confirm.
Save the Global settings by clicking on the Update Global settings button .