Field Types

Overview

Create & Edit Forms to define which fields are available in your tickets.

To learn about forms in PlanRadar and how they relate to tickets, read more in Forms.

There are two types of fields available: predefined fields and custom fields.

Predefined Fields

PlanRadar offers a number of predefined fields with specific functionalities:

• Title: This field allows you to provide a short but descriptive title for the ticket, summarising its main purpose or issue.
• Assignee: Use this field to assign the ticket to a specific person or group who will be responsible for dealing with it.
  Read more in Set the Assignee & Receivers of a Ticket.
• Receiver (CC): Set receivers to keep users informed of activity on the ticket.
  Read more in Set the Assignee & Receivers of a Ticket.
• Due date: Use Due dates and Extension dates to stay ahead of deadlines.
  Read more in Set a Due Date or Extension Date for a Ticket.
• Status: This field reflects the current stage of the ticket, providing an overview of its progress. Available statuses are: Open, In Progress, Resolved, Feedback, Closed, and Rejected.
  Read more in Set Status & Progress of a Ticket.
• Priority: This field allows you to categorise a ticket based on its urgency or importance. It helps to determine the order in which tickets should be addressed.
• Progress: Use Progress to track the percentage of a ticket's completion.
  Read more in Set Status & Progress of a Ticket.
• Parent Ticket: Define the parent of a sub-ticket.
  Read more in Use Sub-Tickets.

Predefined fields have fixed names and values; for example, the Status field has a predefined list of statuses. However, you are free to choose whether to include these fields in your form and the order in which they appear. Only the title field is mandatory and automatically added to new forms.

Custom Fields

In addition to the predefined fields, PlanRadar allows you to create custom fields to suit your specific needs. Custom fields offer greater flexibility as you can define their names, data types and even the accepted values by assigning lists. The data types available for custom fields include:

• Date: Use this data type when you want users to enter a specific date.
• Time: Use this to enter time in hours and minutes.
• List: List fields allow you to predefine a set of values for users to choose from when creating the ticket. This ensures consistency and simplifies data entry. List fields can be configured to allow multiple selections as well.
• Text: Text fields are ideal for capturing detailed information or allowing users to make descriptive comments.
  • Short text is limited to one line.
  • Long text can have multiple lines.
• Number: Where numerical data is relevant to the ticket, such as quantities or measurements, number fields can be used to ensure accurate information entry.
• Decimal: Use the Decimal field to allow values with decimal separators (e.g. 1.5 or 1,5, depending on locale).
• Checkbox: Use checkboxes when you want users to check or uncheck options or checklist items.
• User: Use this to select one or more users and notify them. Read more below in User Field.
• Attachment: Allows attaching files and photos to a field. Read more below in Attachment Field.

By using custom fields, you can tailor the form to your specific needs and capture the information you need in a structured and organised way.

Remember that predefined fields provide essential functionality, while custom fields offer greater flexibility and customisation options. By using both types effectively, you can create comprehensive and user-friendly forms for your different types of tickets in PlanRadar.

User Field

Custom user fields provide additional flexibility for complex use cases. Use them instead or in addition to the default assignee and receiver fields. You can:

• add multiple custom user fields to a form with custom titles.
• allow single or multi-selection of users in the project.

Depending on the user's notification settings, they can receive notifications the same way as assignees and receivers. Read more in Configure E-Mail Notifications.

Like all other fields, you can filter by field values in the ticket views and include them in ticket reports. Currently user groups are not supported in the user field. Read receipts of tickets only consider the assignee field, not custom user fields.

Attachment Field

The Attachment field allows users to attach files and photos directly to a specific field. For example, you can capture before-and-after photos in separate fields. This works in addition to General attachments, which are attached to the ticket as a whole rather than to a specific field. 

• General attachments and field attachments are added and viewed separately.
  Read more in Add Attachments to Tickets and in View Ticket Attachments.
• Subcontractors can upload attachments to fields. The Attachment field is the only custom field for which PlanRadar allows you to grant editing permissions to users with the free subcontractor user type. This permission also allows users to delete any attachment in that field.
  Read more in Edit Field Permissions.
• Each form can contain multiple attachment fields, each with its own name and description.
  Read more in Create & Edit Forms.
• Each attachment field can have up to 50 files attached by default. The file limit can be reduced for each field.
  Read more in Edit Field Properties.
• Ticket filters such as Has photos or Has attachments include both general attachments and attachments from all fields.
  Read more in Filter Tickets.
• Additional ticket filters allow filtering specifically for tickets that have attachments in a selected attachment field.
• Supported file types are the same as for general ticket attachments:
  • Supported document file types: pdf, xls, xlsx, ods, csv, doc, docx, odt, dwg, dxf, eml, msg
  • Supported image file types: jpg, png, gif, heic
  • New photos and videos are usually captured and uploaded via the mobile app.
  • Audio recordings are supported for general ticket attachments only.
• In Basic ticket reports (PDF and Excel), all images and documents are included, regardless of whether they are attached to the ticket or to a field.
  Read more in Create Basic Ticket Report Templates and in Create Excel Templates for Exporting Tickets.
• For Advanced ticket reports, you can define in the template builder where attachments from each field should appear, using the same options available for general ticket attachments.
  Read more in Create Advanced Ticket Report Templates.