Set client field order¶
Who can do this: Superuser Admin · Where: Dashboard → Administration → Client Field Order
Different clients care about different things first. This page sets a per-client ordering of equipment attribute fields — the order controls how fields appear on equipment forms and in that client's reports.
Reorder fields for a client¶
- Select the Client, the Equipment Type, and optionally the Subtype, then load the fields.
- The Assigned Attributes list appears — drag attributes to change their order.
- Select Save Order.
From then on, forms and PDF reports for that client's equipment of that type follow your order.
Reset to default¶
The Reset button clears the client-specific ordering for the current selection, returning it to the standard order. Use it when a client's customization has drifted or is no longer wanted.
Order before the first report
Setting a client's field order pays off most right before their first deliverable — put the attributes they ask about at the top and the report reads like it was built for them.
Related articles¶
- Assign attributes — which attributes exist on a type in the first place
- Generate PDF reports — where the ordering shows up