Permit: Add Custom Data Fields

Permit: Add Custom Data Fields

Purpose

  1. To demonstrate how to add Custom Data Fields to a Permit Type


Related Articles


Video




Instructions

Alert
NOTE: Adding Custom Data Fields to a Permit is a Module Admin function and the following permissions need to be enabled to allow the Custom Data fields to be added to a Permit Type:

FD Permit Types-ManageUser can manage existing permit types
FD Permit Types-CreateUser can create permit types
FD Permit Types-UpdateUser can update permit types



1. When creating or editing a Permit Type, click on Custom Data Fields.


When creating or editing a Permit Type, click on Custom Data Fields.



2. Click on Add Custom Data Field to create the Custom Data Field(s) needed.


Click on Add Custom Data Field to create the Custom Data Field(s) needed.



3. Enter a Title for the Custom Data Field.


Enter a Title for the Custom Data Field.



4. Enter text for each question.


Enter text for each question.



5. Select the Custom Data Field Type.


Select the Custom Data Field Type.



6. Checkbox will create a checkbox to the left of the Permit Question.


Checkbox will create a checkbox to the left of the Permit Question.



7. Currency will provide a field to enter a currency value.
  1. Can be limited to a maximum number of characters in the response.






8. Date will create a field for a date to be entered or selected.


Date will create a field for a date to be entered or selected.



9. Free text will allow a user to enter text such as a model number.
  1. Can be limited to a maximum number of characters in the response.





10. Multi Select will allow more than one answer to be selected.


Multi Select will allow more than one answer to be selected.



11. Enter Text for answers (Multi Select and Single Select).


Enter Text for answers (Multi Select and Single Select).



12. Click on Add to add addition answers.


Click on Add to add addition answers.



13. Numeric will allow a user to enter value such as a quantity of an item.
  1. Can be limited to a maximum number of characters in the response.





14. Rich Text will allow a user to enter text and then format it.
  1. Can be limited to a maximum number of characters in the response.





15. Single Select will allow one answer to be selected.


Single Select will allow one answer to be selected.



16. Time will provide a field to enter a time.


Time will provide a field to enter a time.



17. Yes No will provide a dropdown to allow the user to select Yes or No.


Yes No will provide a dropdown to allow the user to select Yes or No.



18. Click on Mandatory Response to require a response.


Click on Mandatory Response to require a response.



19. Toggle on to display Show Question in CC.


Toggle on to display Show Question in CC.



20. Select to Drag the Custom Data Field to rearrange.


Select to Drag the Custom Data Field to rearrange.



21. Click on Duplicate to duplicate the Custom Data Field.


Click on Duplicate to duplicate the Custom Data Field.



22. Click on Delete to delete a Custom Data Field.


Click on Delete to delete a Custom Data Field.



23. Click on Confirm to delete the Custom Data Field.


Click on Confirm to delete the Custom Data Field.



24. When done creating or editing the Permit Type, click on Save to save or update the permit.


When done creating or editing the Permit Type, click on Save to save or update the permit.


    • Related Articles

    • Form Builder - Adding Custom Data Fields

      Purpose To demonstrate how to add the Permit Custom Data Fields to a Permit Form. Related Article Adding Custom Data Fields to a Permit Video Instructions 1. Click on Permits. 2. Click on Form Builder List. 3. Click Create Form to create a new Permit ...
    • Permits: Creating a New Permit

      Purpose To provide instructions on how to Create a New Permit in the First Due Platform. Video Instructions 1. Click on Permits. 2. Click on Permits. 3. Click on New Permit. 4. Enter and select the correct address. 5. Select the correct date for ...
    • Permits: Landing Page

      Purpose To provide an overview of the layout and operations of the Permits Landing Page. Related Articles Creating a Permit Video Instructions 1. Click on Permits. 2. Click on Permits. 3. Enter Global Search (e.g. Address, Occupancy Name), then ...
    • Create and Edit Permit Type

      Purpose The purpose of this Knowledge Base Article is to learn how to create and edit permit types. Related Article Adding Custom Data Fields to Permit Type Inspection Type - Part 4: Email Video Instructions 1. Click on Permits. 2. Click on Permit ...
    • Inspection Record - Managing Permits

      Purpose To demonstrate how to manage Permits when recording an Inspection Record. Video Instructions NOTE: Save the Inspection before adding a Permit(s) to save and retain any data entered in the sections above Permits. 1. Click on Permits. 2. ...