Create data fields

⚙️ 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 to define data fields. Editors fill them in.

Create a data field

  1. Open Organization settings and click Data fields.

  2. Click Add data field. Enter a Name and choose a Type: Text, Number, Date, Link, Checkbox, or Label for a list of values you manage yourself. Click Create.

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.

  1. Open the template. From a site, building, space, area, asset, work order or inspection, choose Edit data fields in the three-dot menu. For an asset type, open it under Asset types.

  2. Click Add data field. Choose Create new or Choose existing.

  3. 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.

Delete on the Data fields page removes the field from every template and deletes every value. The page's Amount column shows how often a field is in use, and Show N assets opens the items that carry it.

If it doesn't work

Remove and Delete are grayed out

The field is restricted. Choose Allow editing first.

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 Organization settings. See what each role can do.

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Axel Buhlmann

Axel Buhlmann

Customer Success Manager

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