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Manage action types and fields

Learn how to manage action types and fields via the web app.

What can I do with action types and detail fields?

With action types and detail fields, you can fully tailor your actions to meet your organization's unique needs. Creating custom action types allows you to maintain your information structure within each action and define different categories of tasks, each with its own set of requirements.

For example, a "Work order" action might need specific details, while a "Corrective action" type might require different information. Moreover, to ensure details are only updated by authorized team members, you can control which users can edit fields in each action, ensuring data integrity and operational efficiency.

What you'll need

By default, users with "Override permissions: Manage all data" permission have full access to actions in your organization, meaning they can edit fields, update statuses, and delete actions.

Manage detail field editing

  1. Log in to the web app.

  2. Select Actions iconActions from the menu on the left-hand side.

  3. Click Settings iconSettings on the top of the page.

  4. Scroll down to the "Detail fields" section and click the fields. Manage action detail field editing via the web app.

  5. In the side panel, choose who can edit fields for each action by selecting either All users with edit access or Restricted.

  6. If you selected Restricted:

    • Click the dropdown menu.

    • Check the boxes of users or groups that should have the ability to edit fields for each action.

    • Click Done in the dropdown menu.

  7. Click Save and apply.

Manage custom types

  1. Log in to the web app.

  2. Select Actions iconActions from the menu on the left-hand side.

  3. Click Settings iconSettings on the upper-right of the page.

  4. Under the "Types" section, manage your custom types accordingly. Manage action custom types via the SafetyCulture web app.

    • Create type: Click Plus iconCreate type on the lower-right of the section. Then in the pop-up window, enter the type name, and click Create type.

    • Edit type: Click Edit type to manage the custom fields in each custom type.

    • Rename type: Click More vertical icon, then click Pencil iconRename type. In the pop-up window, enter the new type name.

    • Delete type: Click More vertical icon, then click Remove photo iconDelete type. In the pop-up window, click Delete.

Custom type and field names have a maximum limit of 130 characters.

Manage custom fields

  1. Log in to the web app.

  2. Select Actions iconActions from the menu on the left-hand side.

  3. Click Settings iconSettings on the upper-right of the page.

  4. Under the "Types" section, click Edit type.

  5. On this page, manage your custom fields accordingly.

    • Create field: Click Plus iconCreate a new field at the lower-left of the page. Then in the pop-up window, enter the name of the field, select the type from the drop-down, and click Create field.

    • Rename field: Click More vertical icon, then click Pencil iconRename field on the field's right-hand side. Then in the pop-up window, rename the field, and click Confirm.

    • Reuse or remove an existing field: Click Left and right arrow icon to add or remove an existing field.

    • Delete field: Click More vertical icon, then click Remove photo iconDelete field on the field's right-hand side. Then in the pop-up window, type "DELETE FIELD" and click Delete field.

You can enter up to 1,000 characters into text custom fields.

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