Available On: Enterprise
Custom fields in Work Orders let you capture extra data beyond UpKeep’s default fields. They're perfect for integrations, reporting, or simply tracking info that’s unique to your operations. Additionally, customization features in the Work Orders module enable users to configure default fields as optional, hidden, or required, and to adjust visibility settings such as the due date field. UpKeep also allows users to leverage custom fields for tracking specific data, such as failure types. This capability enhances reporting and trend analysis by integrating with dashboards in the UpKeep Analytics tool.
How to Create a Work Order Custom Field
Go to Settings
Click the Work Orders module
Navigate to the Custom Fields tab
Click Create Field
Choose your field type:
Single line text
Multiline text
Dropdown
Date
Number
Currency
Name the field and save it
How to Use a Custom Field on a Work Order
Create a new Work Order
Scroll to the custom field section
Use UpKeep Analytics to utilize these custom fields for creating dashboards and filtering reports, especially to monitor key metrics like failure types.
Add your new custom field (e.g., a cost code)
Fill it in and complete the work order creation Configuring Default Work Order Fields For advanced customization, Enterprise users can access Settings > Work Orders to configure default field behaviors under the Configuration section. Fields can be set as Hidden, Optional, or Required to align with operational priorities.
💡 Note: Custom Fields do not appear when using the Legacy Work Orders page. To access and use Custom Fields, be sure to switch to the New Work Order page to see your Custom Fields in Action 💡 Tip: Regularly update and standardize entries in custom fields related to failure types to ensure consistent and accurate reporting in dashboards.
