In Schedule Setup, you have the capability to mark the fields to display in specific windows. For more information, see Service Call & Appointment Form Fields. If your company has utilized any of the user-defined fields (UDF) in Service Management that are not are not listed, you can add those fields to display as options in the Settings window, and then mark the checkbox to show the field(s). Conversely, if you do not want UDF fields to display in the Settings window, you can update this information.

The UDF files are found in  your install location\Schedule\WebServiceFiles\UDF.

The files are:

• AppointmentUDF.

  json 

  json : Can be displayed on Service, Job, and/or Resource appointment window.

• CustomerUDF.

  json 

  json : Can be displayed on a Customer window.

• LocationUDF.

  json 

  json : Can be display on a Location window.

• WorkOrderUDF.

  json 

  json : Can be display on a Service Call window.

Example: for Location you could add User_Defined_9a as follows. Append the following to the LocationUDFthe LocationUDF.json filejson file:

{ 
"Column": "Service_User_Define_9", 
"Length": 0, 
"Label": "This is my label to display", 
"Type": "Date", 
"IsUsed": true, 
"wsiParameterName": "" 
} 

Setting up a Field to Display in Schedule Service Call & Appointment Form Fields Settings

For Service Appointments, Job Appointments and Technician Activities:

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• "Label": User defined label that displays for the property.
• "IsUsed": To display the field, change the  IsUsed  value to  true .

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For the Service Call form:
Once values are added into the WorkOrderUDF.json file, they become immediately available to add to the forms from the Schedule Settings window.

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• "Label": User defined label that displays for the property.
• "IsUsed": To display the field, change the  IsUsed  value to   true  .

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