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Cnone-Tech Documentation

Custom fields

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Settings → Custom fields (/app/w/{slug}/settings/custom-fields). Permission custom_fields.manage.

Supported entities include customer, site, asset, work order, service request, technician, service agreement, maintenance plan, and inventory stock records as registered. Do not invent entities that are not in that list.

Steps

Section titled “Steps”
  1. Settings → Custom fields.
  2. Choose the entity.
  3. Add a field: label, type (as the UI lists: text, number, date, select, …), required/optional.
  4. Save. The field appears on create/edit forms and, when configured, on list/detail.

CSV import columns for custom fields appear as cf_… when your workspace defined them. Contacts have no custom-field columns on import.

If it fails

Section titled “If it fails”
  • Field missing on a screen → wrong entity, or the form you opened is a snapshot that does not include custom fields.
  • Import ignores cf_… → the field is not defined for that entity, or the column header does not match.
  • Native Field may only show custom fields that the mobile projection includes — do not assume every CMS field is on the phone.

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