Each Issue type can have its own fields to record data from your operation, such as the responsible area, contractor, discipline, or unmet requirement. This way you don’t have to write them in the description or in a separate spreadsheet, and you can filter them and see them organized in the PDF and downloads.
📌 The Issues module is available on the Professional and Enterprise plans. Accounts on the Free or Starter plan can activate a 30-day trial.
📌 How to set them up
On the Create Issue Type screen, or when editing a type, go to the Add custom fields section.
Select Add field +.
Enter the field’s name, for example Urgency.
Choose the field type (see the table below).
Optionally, add a Description to guide whoever fills in the field.
If the field must always be completed, turn on Required field.
To reorder fields, drag them by the dotted icon on the left. To remove one, use the trash icon.
Select Save.
📌 Field types
Type | What it’s for |
Text | Free-form data, such as a contractor’s name |
Number | Quantities or numeric values |
Date | Dates relevant to the Issue |
Dropdown list | Choosing an option from a data list in your account |
File | Attaching a document |
📌 Where they appear
When creating and editing the Issue, on the web and in the app, even without signal. Required fields won’t let you save if they’re empty.
In the Issue details and its PDF.
In the list filters: you can filter by Issue type and by Custom field. If you choose only the field, the list shows the Issues where it has been filled in.
In downloads: Excel and Google Sheets keep the main sheet unchanged and add one sheet per type, with the Issue ID and its fields.
📌 Required Location and Asset
In addition to custom fields, the Issue type can require the Location and Asset fields. They’re enabled under Mandatory requirements.
📌 Frequently asked questions
Can I add my own fields to an Issue? Yes. Each Issue type can have text, number, date, dropdown list, and file fields.
Do older Issues show the new fields? Yes, but empty. Custom fields aren’t retroactive.
Do they work offline? Yes. In the app, you can fill them in when creating or editing an Issue without signal.
Does the main sheet in Excel or Google Sheets change? No. The main sheet stays the same and one sheet per type is added with its fields, so any reports you’ve already built keep working.
Can I filter by a custom field? Yes, from the list filters. If you choose only the field, you’ll see the Issues where it has been filled in.
Where do dropdown list options come from? From a data list in your account.
To learn more about the module, see: Issues