Creating Custom Fields

The Custom Fields feature in Beam lets you add extra information to your assets easily. It comes in handy when you have new details that are important to an asset’s use and upkeep but have nowhere to store those details. Let's say you've just rolled out new barcodes for your assets. By default, no barcode field exists in your Beam account to store this data. You can use the custom fields feature to create a new field for your barcodes.

In this doc, we will teach you how to create and configure Custom Fields in Beam.

Instructions

1. Click on Configuration in the sidebar of your Beam dashboard.

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2. Select Field Management from the configuration options.

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3. Click  Add Custom Field in the top right corner of the screen.

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4. Give your field a descriptive name.

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5. (Optional) Give your field a description to make it easier for others to understand what sort of data the field is storing.

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6. Select a Type that is appropriate for the data you will be storing in this field.

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7. Finish setup using the configuration options (see explanation of configuration options below).

Default Value - If set to "Yes", the value provided will be added by default when adding a new asset.

Unique Field -  If set to "Yes", this field will need a unique value that can only be used once. This is useful for Asset Tags/IDs for instance.

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8. Click Add to save your new field.  

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If you need additional help, please contact your Implementation Specialist or a Beam Representative.

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