Custom fields overview

You can create custom fields for many objects, such as sites, meters, and accounts. Custom fields let you track extra details and upload important documents or images for your organization.

Custom fields also let you build your own groups, which you can use in reports and dashboards.

Standard and advanced custom fields

Standard custom fields are managed in the application or with setup spreadsheets.
Advanced custom fields, which let you store more complex information, can only be managed in the application.

Manage custom fields

Access custom fields from the object's module menu of the object you want to update.
module menu for buildings and meters

Types of custom fields

Standard custom fields include:

Yes/no
Integer
Text
Decimal
Date
List
Web URL

Advanced custom fields include:

Formatted text
Image
PDF
Document
JSON

Mark custom fields as important

Marking a custom field as important helps you and others quickly spot when a value is missing.

Note: Marking a field as important does not make it mandatory.

Any important custom field that is missing a value is shown on the Properties tab. Use the Add value link to quickly add the missing information.

Custom field descriptions

Add descriptions to custom fields to help others know the purpose for the custom field. A tooltip is available for custom fields when the description is entered.

Custom fields explained with examples

Custom Field	Information	Example
Yes/No	A simple Boolean question	Is this building leased?
Integer	A question expecting a numeric answer	District number for this building?
Text	Enter free form text	County location for the building?
Date	A question expecting a date answer	Meter install date?
List	Create a question and provide a drop-down of answers	What is the LEED certification level for this building?
Web URL	Enter a specific URL	For example, https://www.energycap.com/helpcenter/releasenotes
Advanced custom fields - can only be managed in the application
Formatted text	Add html formatting and links	Add formatted lists or links to documents.
Image	Upload an image	A picture of the building or where a meter is located.
PDF	Upload a PDF file	Add workflow instructions, forms, or contracts.
Document	Upload documents	Add workflow instructions, forms, or contracts.
JSON	Add important configuration information	Save formatted information for use by developers to enhance your workflow and integrate more easily with other systems.

Custom field examples

LEED Designation - list
Building image - image
Blueprints - document
LEED Application - document
LEED Notes - formatted text
Johnson Controls Config - JSON

Create your own group with a custom field

Do you need a report for a group of sites or meters but the group isn't available? Create your own group based on custom fields you create and populate.

Use a group as a filter

The meter groups or site groups you've created can be used in filters.

Select the filter Meter group or Site group, select the operator and the group you've created.