Access: Admin Only
Overview: An overview of how to create custom properties across all sections of SwiftComply.
Topic:
Managing Properties - Overview
The following types of custom properties may be created, and all follow the same process for creation:
Establishment Properties
Establishment Contact Properties
Provider Contact Properties
Provider Properties
GCD Properties
Pump Out Properties
FSE Permit Properties
Equipment Properties
Yellow Grease Properties
To view, create and edit properties, click the cog icon in the top right corner to access Settings. Click Properties on the menu on the left.
Choose the section you would like to customize properties for by clicking on the relevant tab (i.e. in the example below, Provider properties).
To create a property, click on the green Create property button.
Create a Label for the property (required) - this is the title of the property as it will be displayed in the system.
Create an Internal name for the property (required) - this is for internal use only and won't be displayed.
Add a Description for users to understand the custom property (optional).
Choose a Field type from the dropdown menu (required). A table defining the field types can be found below.
Click Save to save your new custom property. Once created, a custom property will display on the associated item.
Single line text | Free text, short answer. |
Multi line text | Free text, long answer. |
Number | Only numbers are accepted. |
Select box | Creates a dropdown with multiple options, only one option can be selected. |
Single check box | Suitable for a yes/no question, user can check or uncheck the box. |
Date | Allows the user to select a date from the calendar. |
File | Allows the user to attach a file. |
Signature* | Allows for a signature to be either typed or drawn. |
Simple signature | Allows the user to draw in a signature.
|
*Digital Signatures is currently in beta testing. If you are interested in being one of our testers please let us know at hello@swiftcomply.com. For guidance on how to add a digital signature into a form, please visit the knowledge base article Inspections.
To edit an existing custom property, click the blue name of the custom property. Update the original form and click Save.
To delete an existing custom property, click the blue name of the custom property, click the red Delete button and confirm in the pop-up window.
Pump Out Properties
Pump out properties are slightly different as there is the option to select a check box requiring that all users enter a volume for that is larger than zero gallons. This is for jurisdictions where pump outs of zero gallons create tracking issues.
There is also the option to make any new property required. This means any user or provider that is entering pump outs would have to include an answer to the category that is marked as required.
Reorganizing Pumpout Properties
If you've already created your pumpout form and you need to adjust the order of some or all of the questions on your form, our Customer Success team can assist you.
Please email our team at hello@swiftcomply.com and include which properties you'd like to adjust, along with the numbered order you'd like them to show up.
If your program utilizes SwiftWorks, this organization will carry over to that program as well.
FSE Permit Properties
Adding, editing or deleting custom FSE permit properties is done in the same way as customizing other properties.
FSE permit properties, like pump out properties, also have the option to select a check box to make any new property required. This means any user or provider that is adding an FSE permit would have to include an answer to the category that is marked as required.