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Custom Fields for Defects

This article explains how to set up and manage custom fields for defects in Whip Around.


Accessing custom fields settings

Navigate to Settings → Admin settings → Custom fields.

The Custom fields page displays all configured custom fields. Each field shows its Label, Description, Data type, Required field status, and Module.


Creating a custom field

  1. Click '+ Create custom field' in the top right corner.

2. The 'Create custom field' modal will open. Fill in the following details:

Field

Details

Module

Select Defects. This cannot be changed after the field is created.

Data type

Choose from Text, Date, Select (Dropdown), or Checkbox. This cannot be changed after the field is created.

Label

The name displayed to users on the defect form and details page. Required.

Field is required

If enabled, users must fill in this field when creating or editing a defect.

Description

Optional guidance text to help users understand what to enter.

Display as helper text

If enabled, the description appears below the field as inline guidance on the form.

You can add up to 10 custom fields per module.

3. Click 'Create' to save.


Available data types

Text : Accepts free-form text input.

Date : Displays a date picker.

Select (Dropdown) : Displays a dropdown list with predefined options. Enter one value per line - up to 10 values can be added.

Checkbox : A single checkbox.

Note: The data type and module cannot be changed after a custom field is created.


Editing a custom field

  1. On the Custom fields page, click the ⋮ actions menu on the field you want to edit.

  2. Select 'Edit'.

3. Update the relevant details and click 'Save'.

The following attributes can be edited after creation:

  • Label

  • Values (for Select/Dropdown fields only)

  • Field is required

  • Description

  • Display as helper text

The following cannot be changed after creation:

  • Module

  • Data type


Deleting a custom field

  1. On the Custom fields page, click the ⋮ actions menu on the field you want to delete.

  2. Select 'Delete'.

  3. A confirmation dialog will appear. Click 'Delete' to confirm.

Note: Deleting a custom field is permanent. All data will be lost forever.


Viewing custom fields on the defect list page

Custom fields can be displayed as columns on the defect list page.

  1. Navigate to Maintenance → Defects.

  2. Click 'Columns' in the toolbar.

3. The 'Manage columns' panel will open. Custom fields appear at the bottom of the column list. Toggle any custom field on or off.

4. Click 'Save' to apply your changes.

Once enabled, custom field columns appear in the defect list. Defects with no value for a custom field will show a dash (–).


Viewing custom fields on the defect details page

All configured custom fields are displayed in the Defect details panel on the right-hand side of the defect details page, below the standard fields.


Filling in custom fields when creating a defect

  1. Navigate to Maintenance → Defects.

  2. Click '+ Create defect' in the top right corner.

3. The 'Create defect' drawer will open. Scroll down to find the custom fields below the standard fields.

4. Fill in the custom fields as needed.

5. Click 'Create defect' to save.

Note: Fields marked with an asterisk (*) are required and must be filled in before the defect can be saved.


Editing custom fields on a defect

Custom fields can be edited on both inspection defects and manual defects.

  1. Open the defect from the list.

  2. Click the ⋮ actions menu and select 'Edit', or click 'Edit' on the defect details page.

  3. The 'Edit defect' drawer will open. Scroll down to find the custom fields, pre-populated with any previously saved values.

  4. Update the fields as needed and click 'Save'.


Exporting from the Defects page

  1. Navigate to Maintenance → Defects.

  2. Select the status tab you want to export — All, New, In progress, Corrected, or No correction needed.

  3. Click 'Export' in the toolbar and choose 'Export defect CSV' or 'Export defect Excel'.

The file will download immediately. Custom field data is included as additional columns in the exported file.


Exporting from the Reports page

  1. Navigate to Reports.

  2. Under the Defects section, click any of the following report types:

    • Defects – All (CSV)

    • Defects – New (CSV)

    • Defects – In progress (CSV)

    • Defects – Corrected (CSV)

    • Defects – No correction needed (CSV)

The file will download immediately.


Custom field columns in the exported file

Custom field columns appear at the end of the exported file, after the standard defect columns.

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