Custom field templates allow businesses to create bespoke data collection forms within Commusoft. These templates provide a structured way to capture information across various objects, enhancing data consistency and reporting.
An object refers to a type of record in Commusoft, such as a customer, work address, opportunity, or pipeline.
View Settings
➡️ Profile icon > Settings > Global > Custom field templates > View
Add a New Template
Custom field templates must be configured in the correct order. Each template is created in draft status and then configured before activation.
Step 1: Add template
➡️ Add new custom field template > Enter template name > Enter description > Save
The Is active? check box will be greyed out; configure the template before activating it.
Step 2: Configure template
The form builder enables you to create sections and fields for your template by dragging and dropping elements.
➡️ Actions > Configure > Build your template using the form builder > Save
Custom field templates are restricted to a single page when building.
When adding a field to the template, choose how the field will be displayed on the record:
Show in screens - Where do you want the new field to be displayed for completion?
Add: When adding an object (eg, adding a new customer)
Edit: When editing an object (eg, editing a customer)
Add/Edit: When adding and editing an object
Don’t show anywhere: Hide the field
For detailed info on input types, refer to our Using the form builder guide.
Step 3: Activate template
➡️ Edit template > Tick 'Is active?' > Save
Once your template is active, move on to the Assign custom field templates to objects article for the next step.
Manage templates
Limitations
Custom fields include a limit on the number of custom fields that can be created across all templates. Currently, the maximum number of custom fields is 5 across all templates combined.
Edit a template
➡️ Edit > Update name/description > Save
💭Need to amend the fields? Click Configure to make the required changes.
Clone a template
➡️ Clone > Enter new name > Save
Delete a template
➡️ Delete > Type Delete > Click Delete
Archive
If the template has been used, it cannot be deleted. Instead, consider archiving it for historical purposes.
➡️ Delete > Type Archive > Click Archive
If a template is archived while still assigned to an object, the fields will stay on the existing records unless you decide to delete that data.
Common use case
Field service businesses often serve rural areas, construction sites, large estates, or commercial properties where postcode-level addresses are not specific enough.
To ensure engineers reach the exact location (like a back gate, service entrance, or equipment location), companies add a Custom Field for What3words in their job or property templates.
Example
Custom Field: What3words location
Value: pipe.track.patio
Engineers/technicians receive this 3-word address on their job sheet or mobile app and use it to navigate directly to the correct spot. No delays, no calling the customer, no getting lost. This improves first-time access success, reduces missed appointments, and increases engineer efficiency, especially in hard-to-find or unnumbered locations.