Adding custom fields to an existing form

In SyteLine, open the Mobile Extensions form.

In the Data Source field, filter for the IDO for which you want to add fields. For example, select FSSROs to add a field on the Service Orders form in the app.

On the Fields tab, some fields have default values from the IDO, after selecting the property. For the remaining fields, specify this information:

Property Name

Select the property name of the fields that you want to add.

Style

Select how you want the fields to render in the app. Header fields are displayed as bold and blue. Body fields are displayed as normal text, like standard fields.

Read Only

Select this check box if you want the fields to be read-only. If you are adding an IDO property that is read-only or derived, this field is disabled.

Device Interaction

If applicable, determine how the fields interact with the device's phone, email, and map features. Select one of these options:

Blank: The field does not interact with other features on the device.
Phone: This option displays a phone icon next to the field on the app and enables the mobile device to call the specified phone number.
Email: This option displays an email icon next to the field on the app and enables the mobile device to send an email to the specified email address.
Map: This option displays a map pin icon next to the field on the app and enables the mobile device to show the specified address on a map. We recommend that the map option is used with derived address fields that combine all address fields into a single value.

Show On List

Select this check box to show the fields on the Custom List form in the app. Clear the check box to show the fields only on the Custom Detail form in the app.

Inline List

Specify a definition for an inline list, which will serve as the list source for the fields.

This field is disabled for Boolean, image, and date type fields. The default value comes from the IDO property. Double-clicking in the field opens the Edit Inline List form. Advanced search will show the other display fields up to five.

Specify this information on the User Permissions tab:

User Name: Typically, you will select your user name. Optionally, select other users for whom you want to give permission for the fields associated with the data source . A description is displayed, if applicable.
Group: Optionally, select a group if you want to make the data source and fields available to users in a certain group. The group description is displayed.

Save the record.