How do I edit the register fields?
Edit the register fields using this step-by-step guide for customizing and updating register information.
Step 1: Accessing the Register
- Open BuildPass and navigate to the register you want to edit. For this example, we will use the excavator register.
Step 2: Identifying the Need for a New Field
- Review the register and identify the specific information you want to track. In this case, we want to track the brand of the excavator.
Step 3: Adding a New Field
- Click on the excavator item in the register.
- Notice that there is no field available to track the brand.
- To add a new field, go back to the main page of the register.
Step 4: Accessing Field Editing Options
- On the main page of the register, locate the menu in the top right-hand corner.
- Click on the "More" option in the menu.
- Select "Edit Fields" from the available options.
Step 5: Adding a Text Block Field
- In the "Edit Fields" section, click on "Add Block" to create a new field.
- Since we want users to input text for the brand, choose a text block as the field type.
- Specify the name for the field, such as "Brand" or "Make/Model" for common usage.
Step 6: Configuring the Field Settings
- Make the field a required entry by enabling the "Required Field" option. This ensures that users must input the brand for each item.
- Disable the "Notes" option if you don't want any additional notes to appear before the description.
- To change the field's position, drag it up or down in the field list.
- Once the settings are configured, click on "Save Template" to save the changes.
Step 7: Using the Edited Field
- Now, whenever you create a new plant item in the excavator register, you will be prompted to enter the make and model information.
- If you attempt to create an item without filling in the brand field, an error message will appear, reminding you to provide a value for the field.
Conclusion: By following these steps, you can easily customise and edit the fields associated with a register item in BuildPass. Whether you need to track different attributes or gather specific information, BuildPass provides the flexibility to tailor your registers according to your requirements.