SuperOps allows you to create custom fields at the site level, enabling your team to capture location-specific information for every site you manage. These fields extend the standard site record by letting you define and store additional metadata within a client account.
Creating Custom Fields for Sites
Navigate to Settings > Advanced Configuration > Manage Fields > Site.
2. To create a new custom field, click the + Create button in the top right corner.
3. A popover menu will appear, displaying various field types. Select a field type of your choice
4. Provide a name and description for your field. Under Permissions, enable Show to Requester if you want the field to be visible to client contacts, then click Save.
5. The newly created field will now appear in the Active fields list. You can disable it at any time by clicking the toggle switch next to it.
6. You can also mark a field as inactive by clicking Mark as Inactive, or remove it entirely using the delete icon. Once deactivated, the field is moved to the Inactive Fields section at the bottom of the page.
7. If you want to make the field active again, simply click the Restore icon next to it.
Applying Custom Fields to Client Sites
Now that your custom fields are configured, let's apply them to a client's site using the new structured table view.
Navigate to the Clients > Choose a client > Site tab to view their locations
Click the + Site button on the right side to add a new location for this client.
Fill out the standard site information. Scroll down to the Additional properties section. Here, you will find the custom fields configured for sites.
Once you have entered all the necessary information, click Save. The new site, along with its custom properties, has been successfully added to the client's profile.
