Setup
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Extra fields allow capturing additional data on assets, properties, tasks, clients, and more—for example, Fire Rating or Hinge Type. Some pages support filtering by extra fields, with filter options based on the field type.
How to add an extra field
1. Navigate to Control Panel > Extra Fields, then click Add extra field.
2. Complete Label, Object Type and Widget fields, then click Create.
Available fields on the extra field
Available fields on the extra field
Label: Display name of the field.
Key: Automatically generated from the label (this is the name of the field that Uptick uses to add to reports).
Help Text: Text that appears as a sub-heading to provide context to the field.
Object Type: Where the field applies (e.g. Asset, Property).
Widget: The type of input the field will accept: Text, Multiline Text, Integer, Choice (dropdown options must be added), Date or Decimal (up to 2 decimal spaces).
Order: Defines the display order of extra fields; 1 appears at the top of the list.
Required: Is this field required when submitting?
Example Setup
Fire Engineering Report extra field on a property with the Choice widget.
Label: Fire Engineering Report
Object type: Property
Widget: Choice (with dropdown options: Yes, No)
AFRL extra field on an asset with the Text widget.
Label: FRL
Object Type: Asset
Widget: Text
How to manage the extra field and dropdown options
1. Navigate to Control Panel > Extra Fields.
2. Click the pencil icon to change Order, Model (Object Type), Label, Name (Key), Help text, Type (Widget), Visible to, Data Conditions and Choice options
OR click Delete to remove the extra field.
3. Click Save on the extra field.
How to add options for the Choice field
The options can only be added after the extra field is created - this is not available at the point of field creation.
1. Navigate to Control Panel > Extra Fields.
2. Click the pencil icon next to the existing Choice field.
3. Enter the Label of the option, then Add option.
4. Once all options are added, click Save on the extra field.
How to set the visibility of the extra field
Field visibility can be controlled using License Conditions (visible only to users with specific licenses) or Data Conditions (visible only for selected clients, properties, or asset types) when editing the field (it is not available at the point of field creation).
License Conditions
Tick the box for Field, Customer, or Contractor to show the field only to users with that license.
Data Conditions
The extra field will only be shown when the record matches every condition.
Click Add conditions, then select the available Key from the dropdown.
Once key is selected, you can select the available values from the dropdown.
Click Add.
Repeat the process for every condition applicable.
Example Setup
Fire Engineering Report extra field on a property visible only to a few clients.
FRL extra field on an asset is only applicable to certain types of asset.
Example Use Cases for Properties and Assets
Property Extra Fields
You can create custom fields that apply to properties to track unique information.
Example: Add a "Body Corp Address" field for specific clients.
Create an extra field with
Object Typeset to Property andWidgetas Multiline Text.Click Add conditions.
Set the
Keyto client (lowercase).In the
Valuesfield, enter the ID numbers of the clients, separated by commas with no spaces (e.g.,105,760).Click Create and Save.
Asset Extra Fields with Property-Based Conditions
You can make an asset's extra field appear based on the property it belongs to.
Example: Show a "Permit Number" field for assets located at a specific property.
Create an extra field with
Object Typeset to Asset.Click Add conditions.
Set the
Keyto property.In the
Valuesfield, enter the ID of the specific property.
Example: Show a "Unique ID" field for assets belonging to a specific client.
Create an extra field with
Object Typeset to Asset.Click Add conditions.
Set the
Keyto property__client.In the
Valuesfield, enter the ID of the client.
Important: It is not currently possible to apply a condition to an asset extra field to restrict it to a specific client or property directly. The workaround is to use the property__client or property key as described above.