- Using SafetyCulture
- Actions
- Manage action types and fields
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?
The Actions feature offers a simple way for you and your team to track and complete tasks. Create custom types to maintain your information structure within each action. You can also create custom fields to capture different pieces of information, ensuring you can tailor these details according to diverse organizational needs.
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.
By default, users with the "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
Select
Actions from the menu on the left-hand side.Click
Settings on the top of the page.Click the fields.
In the side panel, choose who can move actions to this status by selecting either All users or Restricted.
If you selected Restricted:
Click the dropdown menu.
Check the boxes of users or groups that should have the ability to move actions to this status.
Click Done in the dropdown menu.
Click Done in the side panel.
Manage custom types
Select
Actions from the menu on the left-hand side.Click
Settings on the upper-right of the page.Under the "Types" section, manage your custom types accordingly.
Create type: Click
Create type on the lower-right of the section. Then in the pop-up window, add the type name, and click Create type.Edit type: Click Edit type to manage the custom fields in each custom type.
Rename type: Click
, then click 
Rename type. In the pop-up window, add the new type name.Delete type: Click
, then click 
Delete type. In the pop-up window, click Delete.
Manage custom fields
Select
Actions from the menu on the left-hand side.Click
Settings on the upper-right of the page.Under the "Task types" section, click Action.
On this page, manage your custom fields accordingly.
Create field: Click
Create a new field at the lower-left of the page. Then in the pop-up window, add the name of the field, select the type, and click Create field.Rename field: Click
on the field's right-hand side. Then in the pop-up window, rename the field, and click Confirm.Delete field: Click
on the field's right-hand side. Then in the pop-up window, type "DELETE FIELD" and click Delete field.
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