Projects and work
Plan custom fields, tags, and lookup tables before adding them to workflows
Choose the right customization type and create reusable data that reports, forms, and work items can use consistently. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Company admin.
- Company-admin access
- agreed naming, data type, options, default, and reporting need.
Company Settings → Custom Fields and Tags (#/admin/company); Customize → Lookup Tables (#/admin/lookup-tables)
Plan custom fields, tags, and lookup tables before adding them to workflows
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Open the workspace
In JobBuddy, go to Company Settings → Custom Fields and Tags (#/admin/company); Customize → Lookup Tables (#/admin/lookup-tables).
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Confirm access and starting state
Company-admin access; agreed naming, data type, options, default, and reporting need.
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Complete the main setup
Compare scope and best use cases, option maintenance, defaults, required/hidden behavior, archival versus destructive changes, and impacts on existing values.
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Review the important choices
Use the related Item Type guide when adding operational fields.
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Verify the result
Choose the right customization type and create reusable data that reports, forms, and work items can use consistently.
Expected result: Choose the right customization type and create reusable data that reports, forms, and work items can use consistently.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Company-admin access; agreed naming, data type, options, default, and reporting need.
The result is incomplete or unexpected.
These mechanisms serve different scopes; changing definitions can affect existing records, filters, forms, formulas, reports, and mobile entry.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Choose the right customization type and create reusable data that reports, forms, and work items can use consistently.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.