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User Defined Fields

  • User-Defined Fields (UDFs) can be found in every tab and are used to track information that isn't already built into the system. You can create a user-defined field by navigating to Settings > General > User-Defined Fields.

    There are endless possibilities for using UDFs. They can be created for:

    • Students

    • Schools

    • Vehicles

    • Staff

    • Stops

    • Routes

    • Trips

    Your user-defined field can take the form of a text box, number, date, checkbox, or list, depending on the type of information you want to track. The List UDF allows you to create a dropdown menu with as many options as you'd like. The Group UDF lets you create a heading under which multiple UDFs can be grouped for better organization.

    To create a new UDF:

    1. Click the Add button.

    2. Give your UDF a name.

    3. Optionally, customize the size of the field.

    Example:

    If you want to track whether students are football players, you can create a checkbox UDF labeled Football Player and check it for any student who participates.

    You can also filter items using UDFs—as long as the magnifier icon is enabled (green). For example, under the Student tab, you can filter for all students marked as football players.

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