1. Navigate to https://app.allotrac.io/ and log in to your Allotrac.io site
2. Click the "Manage" tab from the side menu
3. Click the "Custom Field Group" button from the drop down menu
4. Click the "ADD CUSTOM FIELD GROUP" button
5. Type in a name for the custom field group
6. Click the "Custom Field Name" field and select the which custom field you want to be in your custom field group
If you click the "Custom Field Name" field and there are no results, this means that you have to create the custom fields first before creating the group.
7. Click the "System Visibility" field. System visibility refers to how in the admin site that the custom field will show
8. Select where and how in the admin site that the custom field should appear from the drop down.
"Editable" meaning that the custom field will be able to be edited by an admin user of the system.
"View Only" meaning that the custom field will only be able to be viewed by an admin user of the system.
"Hidden" meaning that the custom field will not be visible to admin users of the system.
9. Click the "Driver Visibility" field. Driver visibility refers to how and where in the driver application that the custom field will show
10. Select how the custom field should appear in the driver application from the drop down.
"Editable" meaning that the custom field will be able to be edited by the driver user when completing jobs.
"View Only" meaning that the custom field will only be able to be viewed by the driver user when completing jobs.
"Hidden" meaning that the custom field will not be visible to the driver user when completing jobs.
11. Click the "Required Stage" field
12. Select which stage of the jobs life you want this field to present itself and be managed.
"Creation" meaning that the custom field will be able to be managed at job creation.
"Loading" meaning that the custom field will be able to be managed by the driver at pickup.
"Unloading" meaning that the custom field will be able to be managed by the driver at delivery.
13. If this custom field will be used in a multi-legged job, tick the "Replicate" check box to copy this custom field's values across into the following leg of the job
14. Click the "ADD" button to add another custom field to the custom field group
15. Click the "SAVE" button to create this custom field group
You have now created this custom field group within your Allotrac.io site. This custom field group will now be available to nest within your workflow categories.