Explore GreatWork Custom Field for record definitions, valid values, visibility reviews, and setup decisions. Capture details with a clear business purpose.
Capture the details your business process needs with clear definitions and consistent ownership. Explore Custom Field to review how additional record information should be configured in your workspace. Bring a specific example, such as a site reference or approval reason, and discuss who enters it, who uses it, and how it should appear in reviews.
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Where Custom Field fits
Start by explaining the decision or action the proposed field supports. Agree its meaning, expected format, valid values, and whether it is required for the relevant process. Check whether an existing field already covers the need. Review the available configuration and reporting behavior with sample records, including missing and invalid entries. Consider who may see or change the information and how older records will be handled. Assign an owner for definition changes so teams continue interpreting the field consistently.
Practical workflows to discuss
- Define a site-reference field used to route facilities requests.
- Review standard values for recording reasons behind an approved change.
- Plan completion checks for a new field on existing customer records.
Plan your setup
- What decision requires information beyond the current record fields?
- Which values and formats should users enter consistently?
- Who approves changes to the field definition and visibility?
Explore Custom Field
Review this module in the GreatWork.ai live catalogue and discuss the records, reporting and configuration your team needs.
Related modules
Business suites: Security & Administration.
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