Adding Custom Fields in Ontraccr

📄 Adding Custom Fields in Ontraccr
 

Custom Fields in Ontraccr allow you to collect company-specific data across profiles like projects, users, and vendors. This is essential for teams who need to track details beyond Ontraccr’s default fields—whether it’s job-specific requirements, certifications, or client-specific data.

🧭 Where to Access Custom Fields

1. Go to Settings.
2. Click Customization.
3. Select Custom Fields.

📌 What You Can Customize

You can add custom fields to the following entities:

• Projects
• Cost Codes
• Users
• User Certifications
• Vendor Certifications

🛠️ How to Create Custom Fields

1. From the Custom Fields screen, select the profile type (e.g., Projects).
2. Click Add Section.
3. Name your section (e.g., “Project Compliance Info”).
4. Click into the new section to begin adding fields:
   • Choose field types: text, dropdown, number, date, checkbox, etc.
   • Fields are the same types used in Forms and Boards.
5. After adding your fields, click Save in the top right.

🧪 Use Case Example

For Projects, you might add:

• Project Manager Name (text)
• Permit Status (dropdown: Pending / Approved / Denied)
• Client Reference Code (text)

For Users, you might include:

• PPE Training Date (date)
• Preferred Language (dropdown)

✅ Tips and Edge Cases

• Sections Help Organize Fields: Use them to group related fields together for clarity.
• Custom Fields Appear During Profile Creation: As soon as a section is added, it’s visible on the creation/edit screen.
• No Coding Required: All fields are added via drag-and-drop interface similar to the form builder.
• Editable Anytime: You can add, remove, or update custom fields as your business evolves.