Dropdowns & Features

Capptro's feature system lets you define custom fields that appear on work items and their line items. These fields are tailored to your industry and can be dropdowns, text fields, number fields, dates, checkboxes, or text areas.

Understanding Features

Features are custom fields that capture industry-specific information. They are defined through Feature Definitions and each definition can have multiple Options (for dropdown-type fields).

Each feature has these properties:

• Feature Key: A unique internal identifier (e.g., paper_type)
• Label: The display name shown on the form (e.g., "Paper Type")
• Field Type: dropdown, text, number, textarea, checkbox, or date
• Applies To: Whether the field appears on the work item header, line items (details), or both
• Required: Whether the field must be filled in
• Display Order: The position of the field in the form

Business Template Features

When you select a business template, Capptro automatically creates feature definitions appropriate for your industry. Here are some examples:

Printing / Print Shop

• Paper Type (dropdown: Bond, Uncoated, Gloss, etc.)
• Size (dropdown: A4, A3, A5, etc.)
• Print Type (dropdown: Digital, Offset, Large Format, etc.)
• Finishing (dropdown: Lamination, Binding, etc.)
• Packaging (dropdown: Collection, Courier, Delivery)

Auto Services / Workshop

• Vehicle Make (dropdown: Toyota, Ford, BMW, etc.)
• Vehicle Model (text field)
• Registration Number (text field)
• Service Type (dropdown: Full Service, Oil Change, etc.)
• Parts Status (dropdown: In Stock, On Order, etc.)

IT Services / MSP

• Ticket Priority (dropdown: Critical, High, Medium, Low)
• Device Type (dropdown: Desktop, Laptop, Server, etc.)
• Issue Category (dropdown: Hardware, Software, Network, etc.)
• SLA Target (dropdown: 1 Hour, 4 Hours, etc.)

Managing Feature Definitions

Access feature management via Settings > Manage Features.

Adding a Feature Definition

1. Click Add Feature
2. Enter the feature key (lowercase, no spaces, use underscores)
3. Enter the display label
4. Select the field type
5. Choose where it applies (work item, detail, or both)
6. Set whether it's required
7. Click Save

Adding Options to a Dropdown Feature

1. Find the feature in the list
2. Click Manage Options
3. Click Add Option
4. Enter the option value (what gets displayed and saved)
5. Set the display order
6. Click Save

Editing Features

Click Edit next to any feature definition to change its label, type, or settings. You can also reorder features by changing their display order.

Deleting & Deactivating Features

A feature cannot be deleted if it is used in any active or archived work items. If you attempt to delete a feature that is in use, the system will tell you how many work items reference it and offer to deactivate it instead.

Deactivating a feature hides it from forms but preserves its data on existing work items. You can reactivate it at any time.

Dynamic Fields on Work Items

When features are configured, they appear automatically on the work item form and line item forms. The values are stored as JSON in the DynamicFields column, allowing flexible storage without database schema changes.

Features set to "Applies To: workitem" appear on the main work item form (header level). Features set to "Applies To: workitemdetail" appear on each line item row. Features set to "both" appear in both places.

Feature Types Reference