Engine's custom fields give Admins better control over which Members in your company can see and utilise your custom fields. Custom fields also give Members a great opportunity to add helpful, company-specific information to their reservations and reports, such as:
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Job code
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Work order number
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Travel reason
How to Set Up Custom Fields
1. Inside your Engine account, choose More → Settings → Custom Fields.
2. Quickly add your custom field by adding the field's name and type. You can add additional information about your field if needed.
3. Make your custom field a requirement with the click of a button! By choosing Require this field, you can ensure that your Travelers will fill out the required information in your custom fields before they can continue making their reservation. You can also make optional or block features like Direct Bill or Engine’s Incidental Coverage.
4. Next, set the visibility of your custom field.
You'll have the option to choose who can see your custom field. Choosing All Members will make your custom field visible to everyone in your organization on every reservation. If you'd only like to show your custom field to select departments, click Select Departments. You can then filter which departments you'd like access to the custom field by clicking the checkbox next to the department.
If you'd only like certain roles within your specified departments to see the custom field, you can then choose which roles in your selected department should see it—Admins, Coordinators, Travelers, or a combination of the three.
Last, you can set the visibility of your custom fields to include only specific roles in your company by choosing Select Roles.
For example, if you want your custom field to show to all Admins, Coordinators, or Travelers in your organization or a combination of the three, simply click the checkbox next to each label.
5. Save your custom field.
If you are a Member currently utilizing custom fields within your account, double-check your visibility settings to ensure they're set up to meet your specific needs.
If you have any questions about custom fields, don't hesitate to contact your Account Manager for a full demo of this functionality!