Customizing an Item in Upkeepr
The Items Page
An item is anything that is valuable to you that you’d like to regularly maintain or keep records about. Each item, by default, contains standard fields for Item Type, Item Name, Item Description, and up to six photos. In addition to these fields, you can now add custom fields to any item you create. Custom Fields are added in the Item Info section of an item that has been created in Upkeepr.
Note: Learn how to add a new item to Upkeepr by visiting the Creating a New Item in Upkeepr feature guide located on the Features page of our website.
Note: You can click on the Cancel button on any pop-up window to cancel your action and go back to the previous screen.
How to Add Custom Fields to an existing Item in Upkeepr:
Click on Items in the top menu bar. A view of all the items in your Upkeepr database appears in alphabetical order. Each item is displayed on a tile which contains a picture of the item (optional), the item name, the item type or category, and a brief description (optional).
If you currently have no items, please click the +Item button on the top right to add a new item to Upkeepr. The Create New Item screen allows you to add information about your item. For more information about how to add a new item, please see the Creating a New Item in Upkeepr feature guide.
After you open your item, about one-fourth of the way down the page, you will see the blue Item Info tab and the Activities tab. Click on the Item Info tab to add a new custom field to the item. A custom field is one that does not already exist for an item in Upkeepr.
Enter the name of your custom field. Do not confuse the name of the field with the value you will enter into the field. For example, the name of a field might be Year Manufactured. The value would be a number you would enter into the Year Manufactured field, such as 2016.
Next, go to the Type field and choose the type of custom field you are creating. There are four custom field types to choose from in the drop-down menu:
- Text: Enter any combination of letters, numbers, or symbols.
- Number: Enter any number and treat the value as a real number rather than simply text.
- Date: Enter a date or pick a date from a pop-up calendar.
- Switch: Enter a true/false attribute of a record. If switched on, the value is true or yes. If switched off, the value is false or no.
Next, click on the circled Plus sign located to the right of the Item Type field. You’ll see your new custom field appear just below. If you’re ready to enter data into your new field, go ahead and populate it. If you’d like to add more custom fields, simply enter a new field Name and Type and press the circled Plus sign again. Your new field will appear just below the first field you created. Add as many custom fields as you’d like.
Save the changes you’ve made to your Item form by selecting the Save button on the upper right side of the screen. If you’d like to add more custom fields, simply repeat the steps and save the changes you’ve made to the form.
Your Item Info tab will be open by default when you open your item again so that you can see your custom fields.
Note: The custom field applies only to the item for which you created it. Custom fields are not applied to Item Types at this time. For example, a custom field that was created for your Land Rover will not appear on the screen when you view/enter the information about your Honda Accord. You can create the same custom fields for your Honda Accord though, if you’d like to store the same information about each vehicle.
Note: If you accidentally selected the wrong field type for your custom field, then you must delete the custom field and recreate it with the correct field type. For example, if you wanted to create a field named Amount Paid, and you accidentally saved it as a Text field type instead of a Number field type, you’d need to delete the Text field title Amount Paid and add it again as a Number field type. See the section titled Deleting a Custom Field for more information about deletion.
Deleting a Custom Field
You can delete any custom field you created for an item at any time. Note that all data that was previously entered and saved in that custom field will also be deleted when the field is deleted.
To delete a custom field and all the data that was previously entered into that field, simply click on the circled Minus sign option located to the right of the custom field you’d like to delete. On the example below, the large arrow is pointing to the Minus sign located next to the custom field named Tire Size.
If you are sure you’d like to delete the custom field and all data that was previously entered into that field, then click on the Save button on the top right of the screen. The form will now appear without the custom field you deleted. If you Save your deletion, this action cannot be undone, so please exercise caution when deleting a custom field and its associated data.
If you have not yet clicked the Save button, you may still cancel your deletion. To cancel the deletion after you have clicked on the Minus sign, either click on the drop-down arrow to the right of the Save button and select Revert to cancel and stay on the page, or click on Cancel to cancel and close the form. Your deletion will be canceled.
Note: Do not confuse the Delete Item option at the bottom of the screen with the Delete Custom Field option described above. The Minus sign is used to delete a custom field. The Delete Item option at the bottom of the Edit Item page will remove the entire record of your item, i.e., Land Rover, and all activities associated with Land Rover. This action cannot be undone, so please exercise caution when deleting anything from Upkeepr.