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.