Create Custom Fields

Setting up Fields is similar to Forms in magicplan, but there are key distinctions between these two functionalities. Forms are intended for creating both short and long templates that facilitate inspection and reporting processes. In contrast, Fields enable you to quickly add details to your floor plan that are frequently required. Through the magicplan Cloud, you can create Fields that will appear in the details section of your projects, floors, walls, rooms, and/or objects.

Here we walk you through how to add Fields to your Workspace or Team and examples of how to use Fields.

Add Fields

Fields are first created in the magicplan Cloud, then published to your Workspace or Team in the app. Learn how to create Fields and access them from a project in the app. 

Create a Field

Set up:

1. Login to the magicplan Cloud.
2. Click "Fields" from the left side menu. 
3. Click the "Create Fields" button to create a new Field, or "Edit" to update one that has already been created. 
4. Provide a name for the Field, and then specify its application by clicking the pencil icon next to "Apply these fields to." A Field can be applied to:

1. 1. Project - overall project
   2. All Floors - all floors within a project
   3. All Walls - all walls within a project
   4. All Rooms - all rooms or select certain rooms by clicking the arrow next to this option
   5. Categories & Objects - select entire object categories or objects within them by clicking the arrow next to each option (includes objects created using our Object Manager)

Add & publish Fields:

1. Click the "Add field" button.
2. Select the question type from the drop-down on the right. Question types include:
   1. Yes / No
   2. List - Only able to select one option
   3. Multi-select - Able to select multiple options
   4. Text
   5. Distance - Includes imperial and metric units
   6. Number
   7. Photo - Allows you to add photos from your device photo gallery or take one on-site
   8. Color - Uses color selector of the app
   9. Date and Time
3. Once all Fields have been added, click the "Save changes" button.
4. To start using the Field in your projects, click the "Publish" button. A pop-up menu will appear; click "Publish" next to the Workspace or Team you want to have access. 

Use Fields in the App

1. Once a Field has been published to a Workspace or Team, open the app on your mobile or tablet device.
2. Open a project and navigate to where the Field was applied:
   1. Project - tap the drop down arrow next to the project name and select "Show Project Info" or the "i" icon.
   2. All Floors - open the floor plan; (tablet) tap the "i" icon in the upper right corner or (phone) swipe up on the bottom bar. 
   3. All Walls - open a room and tap a wall; (tablet) tap the "i" icon in the upper right corner or (phone) swipe up on the bottom bar. 
   4. All Rooms - open a room where the Field was applied; (tablet) tap the "i" icon in the upper right corner or (phone) swipe up on the bottom bar. 
   5. Categories & Objects - tap an object where the Field was applied; (tablet) tap the "i" icon in the upper right corner or (phone) swipe up on the bottom bar. 
3. Fields will display under the "Details" tab.
   
   

Examples of Fields

Here are some examples of Fields that may be helpful to add for your workflow.  

1. Add the floor type to all rooms in your floor plan.
   1. Fields name: Floor Type
   2. Applied to: All Rooms
   3. Question type: Multi-select
      1. Question: Flooring in room
      2. Answer options: hardwood, laminate, carpet, and/or tile
2. Add information about a wall, such as the color and whether it has crown moulding.
   1. Fields name: Wall Attributes
   2. Applied to: All Walls
   3. Question type 1: Color
      1. Question: Wall color
      2. Answer options: use the color selector in the app to indicate the color of the wall
   4. Question type 2: Yes/No 
      1. Question: Does the wall have crown moulding?
      2. Answer options: Yes or No
3. Add the countertop material to counter objects.
   1. Fields name: Countertop Attributes
   2. Applied to: Kitchen Counter and L Shaped Counter objects
   3. Question type: List
      1. Question: Countertop material
      2. Answer options: granite, marble, quartz, tile, laminate, wood, concrete