How to add/edit a Scope Dynamic Field?

Overview

This guide explains how to create and edit a Scope Dynamic Field within the Scope Better System.

Note

Scope Dynamic Fields are custom fields that you can add to your scopes to capture important project information and metadata. These fields can be used when you need to integrate your scopes with other systems or maintain consistent data across your organization.

Prerequisites

1. You must be signed in to your Scope Better Account
2. Scope Dynamic fields must be turned on in 'Application Settings'
3. You must have the right 'User Permissions' enabled on your account

Step-by-Step Instructions

Step 1: Navigate to Scope Fields

1. Click on "Manage" in the top navigation menu
2. Select the "Data" tab
3. Click on "Scope Fields" in the left sidebar

Step 2: Create a New Field

1. Click the "+ New Field" button (orange button in the top right)
2. The "Create Scope Dynamic Field" popup will appear

Step 3: Configure Your Field

Field Name Enter a clear, user-friendly name that describes what information the field captures. This is what users will see when creating or editing scopes.

Example: "Project Type" or "Job Number"

Field JSON Key Enter a unique identifier for the field in your system. This is used for technical integrations, API access, and output template variables.

Example: "project_type" or "job_number"

Important: The JSON key cannot be changed after the field is created. Choose carefully, as this key maintains connections between scopes, scope templates, output templates, and external integrations. If you need a different JSON key later, you'll have to create a new field.

Field Type Select one of the three field types:

• TEXT: For free-form text entry
• DROPDOWN: For a predefined list of options
• EXTERNAL DROPDOWN: For options pulled from an external system

Values (for Dropdown fields only) If you selected "DROPDOWN" as the field type, enter your list of options. Add each option on a separate line.

Example:

Internal project
Inter-agency
Government

Mandatory Toggle this option on if users must fill in this field before saving a scope. Use mandatory fields for information that's essential to your workflow.

Step 4: Save Your Field

Click the "Create" button to save your new Scope Dynamic Field.

Managing External Dropdown Fields

External dropdown fields require additional setup to connect to your outside systems. Contact your technical team or support to configure these integrations. You'll need to provide:

• The external system or API endpoint
• Authentication credentials
• The data field to display in the dropdown