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.
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How to add an 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.
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)
FRL extra field on an asset with the Text widget.
FRL 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
2. Click Edit to change Order, Model (Object Type), Label, Name (Key), Help text, Type (Widget), or click Delete to remove the extra field.
2. Click Edit to change Order, Model (Object Type), Label, Name (Key), Help text, Type (Widget), or click Delete to remove 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.
License Conditions
Data Conditions
Key: Defines what related data Uptick checks to decide if the field should be shown (
client
,property_client
,property
,type
,variant
). The key must reference a related object, for example useclient
for the property extra field to be only visible for certain clients.property__client
for the extra field on objects linked to a property (like assets) to be visible only to specific clients, or useproperty
- visible for specific properties.type
for the asset extra field to be only visible for assets of the specific asset type, orvariant
- visible for assets of the specific asset type variant.
Values: Provide the IDs of the object defined in the Key, separated by commas with no spaces, for example
4,5,8,12
.
Example Setup
FRL extra field on an asset is only applicable to asset types with IDs 3,24,56.
FRL extra field on an asset is only applicable to asset types with IDs 3,24,56.
Key: type
Values: 3,24,56
Example Use Cases for Properties and Assets
Property Custom 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 Type
set to Property andWidget
as Multiline Text.Click Add conditions.
Set the
Key
to client (lowercase).In the
Values
field, enter the ID numbers of the clients, separated by commas with no spaces (e.g.,105,760
).Click Create and Save.
Note: There have been inconsistencies reported with filtering by client
. If the field doesn't appear, double-check that the key is lowercase and that there are no spaces between comma-separated IDs.
Asset Custom Fields with Property-Based Conditions
You can make an asset's custom 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 Type
set to Asset.Click Add conditions.
Set the
Key
to property.In the
Values
field, 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 Type
set to Asset.Click Add conditions.
Set the
Key
to property__client.In the
Values
field, enter the ID of the client.
Important: It is not currently possible to apply a condition to an asset custom 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.