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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?

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

  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. Click the fields. Manage action detail field editing via the web app.

  5. In the side panel, choose who can move actions to this status by selecting either All users or Restricted.

  6. If you selected Restricted:

    1. Click the dropdown menu.

    2. Check the boxes of users or groups that should have the ability to move actions to this status.

    3. Click Done in the dropdown menu.

  7. Click Done in the side panel.

This feature is currently in Early Access. If you're interested, please contact our customer support team or your customer success manager to check if your organization is eligible.

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, 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 image, then click Pencil iconRename type. In the pop-up window, add the new type name.

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

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 "Task types" section, click Action.

  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, add the name of the field, select the type, and click Create field.

    • Rename field: Click image on the field's right-hand side. Then in the pop-up window, rename the field, and click Confirm.

    • Delete field: Click image on the field's right-hand side. Then in the pop-up window, type "DELETE FIELD" and click Delete field.

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