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Create and Manage Custom Fields in the TruckIT Portal

Learn how to add custom fields, show them on the Dispatch screen, and manage driver or inspector permissions.

TruckIT Web Portal · Company Settings TruckIT
Create a Custom Field
1. Log in to the TruckIT Web Portal.
2. Click on the Settings icon and go to Settings.
3. Go to Custom Fields.
4. Click Add custom field.
5. Enter a name for the field and select a field type.
6. Add a Default Value (optional).
Note: when there’s no value added anywhere — settings, payload, or dispatch — the custom field on the ticket will show N/A, and it won’t appear on the Tickets report.
7. Click Save.
Choose the Custom Field Behavior
Two toggles decide how the field behaves:
Inheritance — switch this to ON so the field can carry a value through to dispatches, payloads, and tickets.
Show on Dispatch — turn it ON so dispatchers can enter the value directly on the Dispatch screen, or leave it OFF and rely on the default value you set earlier — or add the field to the payload with a default value there instead.
Here’s a quick summary of what shows on the ticket:
Inheritance Show on Dispatch Default Value What Shows on the Ticket
ON ON Entered at dispatch The value entered at dispatch
ON ON Left blank at dispatch Falls back to the Settings or payload default, if one exists — otherwise N/A
ON OFF Set under Settings The Settings default value
ON OFF Set on the payload The payload default value
ON OFF Not set anywhere N/A — excluded from the Tickets report
Note: if a Customization Rule (feature flag) is enabled and targets this field, the rule’s value overrides everything above.
Set Custom Field View Permissions
Each field can be set to one of three permission levels:
  • View — can see the value, can’t change it.
  • Edit — can see and change the value.
  • Prohibit — can’t see the field at all.
These levels are set independently for Driver, Inspector, and Subhauler — each role gets its own setting.
What Happens Next
Add your custom field to a payload: your custom field is now created, its behavior configured, and permissions set for each role — it’s ready to go. From here, you can add it to a payload so it’s available wherever that payload is used. Find the steps here: Add a Custom Field to a Payload in the TruckIT Portal.
TruckIT Questions? support@truckit.com