Users Settings

Overview

On the Settings page you will be able to add or edit user custom fields, types, and even create your own action items to generate text messages, emails, and training notifications quickly and effortlessly.

This section will expound on how to utilize the features found on the Settings page, so you will be able to create user classifications, fields, etc. that can be implemented on your users.

Table of Contents

How to Access the Page

There are several different ways you can access the Settings page:

You can directly access the Settings page, by hovering over the Users feature, and clicking on the "Settings" option:

From the "List" tab there are two different ways you can access the Settings page. For more information on how to access the "List" tab, please see the User List page:

By clicking on the Customer ID and accessing the View User pop-up window and from the Individual Actions drop-down selecting the "Settings" option:

By clicking on the More Actions button located at the top-right of the User feature page, and from the drop-down selecting the "View Settings" option

User Settings Layout

Once you are on the Settings page there will be a number of different sections:

User Settings

The "Users Settings" section will display both the singular and plural versions of how you refer to your MobiWork users (e.g., employee / employees, technician / technicians, etc.):

You can update the term by clicking on the Edit Settings button and then entering the desired user(s) terms:

Once you are satisfied with the new term, click the Save button.

Custom Fields

The "Custom Fields" section will allow you to add additional fields for your users. These fields will appear when you add, edit, view, or import/export your users.

The custom fields that you add can be searchable, appear once, be open ended, be required or optional, or can be visible or hidden to the customer:

The list of terms found in the "Custom Fields" section are defined below:

Name:	Description:
"Name"	The name of the custom field.
"Type"	The type of custom field which include string, number, decimal, date, yes/no, multiple choice, QR code, signature, header, image capture, notes, phone number, phone number plus extension, SSN, time field, text area, vertical separator, vertical spacing, multiple QR code, customer field, product field, user field, project field, asset field, store field, dynamic header, and multiple option dropdown.
"Required"	Indicates if the custom field is required to fill or not.
"Searchable"	If checked, the custom field will become searchable within the New Search pop-up window. (It will not be searchable in the Free Text Search bar).
"API Name"	The API name of the custom field. It is used in the Reporting section and configuring PDFs. It does not change after it is created.
"Allowed Values"	Shows the configuration information; only provides value during troubleshooting.
"Actions"	Will allow you to view, edit, or delete the selected custom field.

To add additional custom fields, click on the Add Field button; you will then be redirected to the Add Field page where you can input the desired type of field:

Once you are satisfied with the parameters of the new field, click the Add button to finalize.

The terms found when you add a new custom field are defined below:

Name:	Description:
"Property Name"	The name of the custom field.
"Property Type"	is the type of custom field, including the following:
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"String"	a field where the user can enter text; The field supporting limiting the number of characters that can be entered.
"Number"	a number field that does not accept decimals; The maximum and minimum number for the field can be defined.
"Decimal"	a number field that does accept decimals; The maximum and minimum number for the field can be defined.
"Date"	a field that allows the selection of the date from a pop-up calendar of a 3-field layout; It can be specified whether the current date will automatically appear and cannot be edited.
"Yes/No"	a yes/no field indicated by a checkbox.
"Multiple Choice"	a multiple option field where the values within it can be specified within "Select Values" by placing a comma between each value; You have the ability to indicate if the first value is invalid (i.e: you can give instructions as the first value, such as Select One:).
"QR Code"	a field that captures barcode/QR code data (for the device only).
"Signature"	a field to capture signatures (for the device only).
"Header"	a bold label that does not allow input.
"Image Capture"	an image capturing field that allows photos to be taken or existing images uploaded from the mobile device gallery into the field; It can be specified to not allow images from the device gallery.
"Notes"	adds notes to the notes list for the entity; For example, if a form is filled for a work order, then the Note Field content will be added to the work order notes list.
"Phone Number"	a phone number field that can be indicated if the phone number will appear in one or three fields.
"Phone Number + Extension"	a phone number field that allows an extension to be added; It can be indicated if the phone number plus extension will appear in one or four fields.
"SSN"	allows the user to input the Social Security Number within 3 fields (###-##-#### format).
"Time Field"	Allows you to specify a 12- or 24-hour time format
"Text Area"	a larger text field for multiple sentences, notes, etc.
"Vertical Separator"	a vertical line separator between fields.
"Vertical Spacing"	places spacing between rows between fields.
"Multiple QR Code"	allows the scanning and input of multiple QR codes continuously in this field.
"Customer Field"	allows the selection of the customers (available in the permissions) to appear in the field.
"Product Field"	allows the selection of the Products (available in the permissions) to appear in the field.
	The product list search results will be based on the Search String. You can disable adding a new product on a device for this field. It can be specified that the user can Edit Price, Rebate Percent, Rebate Amount, or Quantity and whether quantity can be edited on the device. Product Inventory is where inventory comes out of. Product Type is either product or service. Default Quantity is what is prepopulated. Add to Invoice is if a custom field is associated to a work order, then this product will be added as a line item to the invoice. Add to Parts Used is to display the product on the Parts tab of an associated work order under the Parts Used section.
"User Field"	allows the selection of the users available in the permissions to appear in this field; Default to Device User will display the user who is logged in on the device within the field.
"Project Field"	allows the selection of the projects available in the permissions to appear in the field.
"Asset Field"	allows the selection of the assets available in the permissions to appear in the field.
"Store Field"	allows the selection of the stores available in the permissions to appear in the field.
"Dynamic Header"	allows you to show the data from the associated work order or customer (such as work order description, customer's name, etc.).
"Multiple Option Dropdown"	is a dropdown where you can select multiple options.
"Document Field"	allows you to upload a document in the field, such as PDF, image, video, etc.
"External URL"	a string field that hyperlinks to the URL added in the field.
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"Required"	Indicates if the custom field is required to fill or not.
"Searchable"	If checked, the custom field will become searchable within the New Search pop-up window. (It will not be searchable in the Free Text Search bar).
"Customer Visible"	will allow customers to view the form field on the Customer Portal.
"Number of Times"	include once, which will show the form field one time, or multiple open-ended, which will add the form field multiple times.
"Device Read Only"	means the field cannot be edited on the device.
"Web Read Only"	means the field cannot be edited on the web.
"Long Question Type"	is for the label of the field; It is a user interface setting which gives more space for the label on the device.
"Field Description"	are any comments that describe the field.
"Show Advanced Options"	includes the following fields outlined below:
"QuickBooks Field Name"	only applies to customer forms/custom fields; This refers to the name of the corresponding field in QuickBooks, which is used during the import/sync.
"Label CSS"	is a web only feature that allows the entered HTML CSS attributes to be applied to the field label.
"Initial Value for this Field"	sets the initial value of this field when the form is added/opened on the device (This needs to be configured by the MobiWork Professional Services Team).

Skills

The Skill section is available for a higher subscription plan level.

User Training Types

The Training Types section is available for a higher subscription plan level.

Advanced Settings

The "Advanced Settings" section will allow you to Contact Us for further information regarding subscription plans, configurations, and requirements.

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!