⚙️ Need to track something Vyer has no field for, such as a contract number or a service interval? Add it as a data field and it appears on every site, space, area, asset, work order or inspection you choose.
You need the Admin or Owner role, on a computer, to define data fields. Editors fill them in.
Create a data field
In the account menu, click Settings, then Data fields under Organization.
Click Add data field. Type a Name and choose a Type: Text, Number, Date, Link, Checkbox, or Label for a list of values you manage yourself. A Label field takes its Options here: click Add option for each and pick its color.
Press Enter to add the field. The dialog stays open for the next one. Click Add to add the last one and close, or Close when you are done.
A data field is defined once for the organization. The same field can sit on several kinds of item, and its type cannot be changed afterwards.
Put it on the items that need it
Fields reach items through a template: one for each asset type, and one each for all sites, spaces, areas, work orders and work requests, and inspections.
Open the template. From a site, building, space, area, asset, work order or inspection, choose Edit data fields in the three-dot menu. On an asset, it opens the fields of the asset's type.
Click Add data field. Choose Create new or Choose existing.
Drag the fields into the order they should be filled in.
Every item of that kind now shows the field in its detail card: the first two fields, then Show N more data fields. On a computer, Add data field in the table's Columns panel does the same; for assets, filter the list to one asset type first.
Restrict, rename or remove a field
Open the menu on a field in the template.
Restrict editing: only Admins can change the value. Everyone else sees Restricted by admin. Use it for values that come from another system.
Edit: rename the field. The new name applies everywhere the field is used.
Remove: takes the field off this template and deletes the values on those items. This cannot be undone.
On the Data fields page, click a field's name to open Edit data field. Change its Name, a Label field's Options, and its Edit access: Editors and admins, or Admins only, which is the same as Restrict editing. The Edit access cell also changes in place, and ticking several fields offers Toggle admins-only editing.
Tick fields and click Delete to remove them from every template and delete every value. The dialog counts the values that go. The Usage column counts the items with a value in each field; point at it to see how they split between sites, assets and the other kinds of item. Export asks before it starts, then downloads the rows in view as an Excel file.
If it doesn't work
Remove is grayed out
The field is restricted. Choose Allow editing first, or set its Edit access to Editors and admins.
I cannot change the type
A field's type is fixed when it is created. Create a new field with the right type and remove the old one.
There is no Data fields page
Only Admins and Owners see it, and only on a computer. See what each role can do.