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
1. Navigate to Control Panel > Extra Fields, then click Add extra field.
1. Navigate to Control Panel > Extra Fields, then click Add extra field.
2. Complete the following information:
2. Complete the following information:
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?
3. Click Create.
3. Click Create.
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
1. Navigate to Control Panel > Extra Fields, then click the relevant object tab (e.g. Asset, Property) to view all extra fields for that object.
1. Navigate to Control Panel > Extra Fields, then click the relevant object tab (e.g. Asset, Property) to view all extra fields for that object.
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.
If the field is Choice, enter the Label (leave the auto-generated Value unchanged) and click Add Option in the Type column. Add all dropdown values or click Delete to remove an option.
If the field is Choice, enter the Label (leave the auto-generated Value unchanged) and click Add Option in the Type column. Add all dropdown values or click Delete to remove an option.
3. Click Save on the extra field.
3. 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.
License Conditions
Tick the box for Field, Customer, or Contractor to show the field only to users with that license.
Tick the box for Field, Customer, or Contractor to show the field only to users with that license.
Data Conditions
Click Add conditions, enter the Key and Values, then click Create.
Click Add conditions, enter the Key and Values, then click Create.
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 useclientfor the property extra field to be only visible for certain clients.property__clientfor the extra field on objects linked to a property (like assets) to be visible only to specific clients, or useproperty- visible for specific properties.typefor 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
Fire Engineering Report extra field on a property visible only to clients with IDs 47 and 48.
Fire Engineering Report extra field on a property visible only to clients with IDs 47 and 48.
Key: client
Values: 47,48
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