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Administrator Guide
Last Updated: 2025-10-17
Add Custom Fields to Checklist Actions

Add Custom Fields to Checklist Actions

You have the option to add custom fields to per-work order, per-contractor, or per-vendor checklists. Once added, the custom fields display on checklist actions for users who are prompted to complete them. This enables your program to customize checklists based on your specific business needs.
  1. From the header, select
    More
    Company Settings
  2. Under
    Jobs & Work Orders
    , select
    Checklists
    .
  3. Select an existing checklist or add a new checklist.
    The checklist that you add or edit must have a
    Complete Type
     of
    Per Work Order
    ,
    Per Contractor
    , or
    Per Vendor.
  4. Under
    Custom Field Setup
    , select the custom fields you want to add.
    If you add multiple custom fields, you can click and drag them to re-order them as desired.
  5. (Optional) If you want to configure additional settings, click
    Configure Advanced Settings
    . Consider:
    Option
    Description
    Make Custom Field Required on this Form
    Requires users to respond to the custom field when completing the checklist actions.
    Do you want this field to be always visible or conditionally visible
    If you select
    Always Visible
    , the custom field automatically displays on the checklist action.
    If you select
    Make this field conditionally visible
    , you can set conditions so that the custom field only displays depending on other custom fields that you’ve added to the checklist. You can set multiple conditions with
    And
     or
    Or
     operators, and you can also create condition groups for more complex conditions.
    Example: Your program has a
    Laptop Required?
     custom field with options of
    Yes
     and
    No
    , as well as a
    Shipping Address
     custom field with a text box. You only want to require users to provide a shipping address if a laptop is required for their role. So, you add both of these custom fields to your checklist and create this condition for
    Shipping Address
    :
    • And
       or
      Or
      : For this example, only 1 condition is added, so you can keep the default
      And
       operator.
    • Custom Field
      :
      Laptop Required?
    • Condition
      :
      Equals
    • Value
      :
      Yes
  6. (Optional) Click
    Save Advanced Settings
    , if you added them.
  7. (Optional) Click
    Preview Form
     to see how the selected custom fields will display on checklist actions.
  8. Finish creating or editing the checklist and click
    Save Checklist
    .
Recipients view the custom fields on checklist actions based on your configuration.
The custom fields are reportable in both the
Checklist Configuration
 and
Checklist Action
 datasets, and they’re also supported on the Checklist Actions API and the Checklist Evidence Import file. You can see the checklists that a custom field is associated with by navigating to the
Custom Fields
 page (
More
Company Settings
Custom Fields
). When you select a custom field on this page, the related checklist names display in the
Forms
 section.
Note that any changes you make to custom fields on checklists will impact all associated checklist actions, including completed checklist actions. Example: You add a custom field to a checklist and make it required, so all previously completed checklist actions from that checklist have an incomplete required custom field.