Creating and Managing Custom Fields

The Lifecycle Insights platform allows you to create and manage up to 5 custom fields for your asset lists.  You can create new fields that you can edit manually in LCI to add data that is not available in your PSA.

*Custom fields are not designed to sync with any fields within your PSA.  LCI Support can assist with custom mappings for PSA field mapping to Lifecycle Insights.

To create a custom field, navigate to Data Manager under the Administration section of the navigation pane, and select the Manage Custom Fields tile.

In the custom field window, there are 5 fields available for setup.  Click on a field name to setup your customization.

The field editor window will pop-up.

Enter the Field Name, check the enable button to turn the field on in the asset list, and select the Data Control Type.

You can choose between a text field or a picklist.

If you select picklist control type, the field editor will provide data entry boxes to setup the picklist for the field.

Enter the first item in the picklist, then click the Add Value button to add another value to your picklist.  Repeat as needed.

When you have finished editing the custom field, click the Save button to save your changes.

The custom field will be displayed in the table with the settings created 

To view and/or edit the custom field in the asset list, click the manage columns icon in the asset list.

The custom fields will be displayed at the bottom of the list.  Check the box next to the field(s) to display in the asset list.

You can use the bulk editor in the asset list or the asset ad hoc report window to assign values to your items.

Use the checkboxes to select the items you wish to update, then select the action from the drop-down action menu.

The field editor will either display a text box for data entry, or a picklist drop-down selector.  Enter your desired value and click the Update button to save your changes.

You will now see the custom field in the asset list populated with your entered data.