User Permissions:
The Job Custom Fields tab allows practices to manage additional information for jobs, which can be used within FYI as Merge Fields, in Automation Processes, or displayed on Jobs Lists.
Job Custom Fields Layout
Custom fields can be displayed as a List, or in Group mode if enabled for your Practice.
Your selection of Group or List is automatically retained when navigating between the Employee, Client and Job Custom Field tabs.
When List mode is selected, Custom Fields will be displayed in a single column. The order of the Custom Fields can be configured in Practice Settings.
When displayed in Group mode, Custom Fields will be separated into groups (as assigned by an FYI Admin in Practice Settings). Click the Group Names to expand and collapse each section.
The Group that is currently expanded will remain expanded when opening a new tab.
Job Custom Field Functions
In addition to reviewing the values of the Custom Fields, users will be able to perform several functions from this tab.
| Functions | Details |
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Hide Blank |
Click to toggle between showing or hiding Custom Fields without a value selected. Your preference will be retained. |
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List or Group mode |
Displays Custom Fields in either a single list or if Grouping is enabled, displayed in expand and collapse accordions based on the assigned Custom Field Group in Practice Settings. |
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Displayed for users with permissions to Edit Custom Fields. Click the icon to select new values for the Custom Fields. |
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Sync from PM |
Allows users to sync the Custom Field values for the current job with Xero Practice Manager. To synchronise the Custom Field definitions, or to sync the values for all jobs, a manual sync will need to be prompted from the Xero Practice Manager app in Automations. Note: This button will only be displayed for practices integrated with Xero Practice Manager. |
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Search custom fields |
Used to filter Custom Field definitions (not the entered Custom Field values). As you type, the matching fields will display. |
| Display Order |
The display order of Job Custom Fields can be maintained by an FYI Admin, allowing practices to reorder the Custom Fields to their preference. Refer to Managing Custom Fields. |
| Custom User Roles |
Custom Fields created with a "User" Type can be used to assign users to particular roles for the job, for example, Accountant, Bookkeeper or Team Coordinator. These Custom Fields are referred to as "Custom User Roles". If a Custom User Role is enabled for both Clients and Jobs, when creating a job using the + Create button, the job will automatically inherit the Custom User Roles from the Client. For practices where FYI as Primary for Client Maintenance is enabled, Custom User Roles will not be displayed on the Custom Fields tab, and will instead be displayed in the Assigned Users section on the Job Summary tab. |
| Web Links |
Clickable links will be created for custom fields with the type of URL or Text, if the Text Field value has been entered to match one of the following formats:
You cannot combine multiple links, or text with a link, otherwise the field will not be clickable. For example, entering "www.mycompany.com and www.mybusiness.com" will not become clickable. Clicking on the link will open the address in a new tab or browser window. |