Custom fields, automations, and workflows

Modeve is highly flexible with custom fields, automations, and workflows that let you tailor the system to your exact business processes.

1. Custom Fields

Custom fields allow you to capture additional information beyond standard fields.

Where to Use Custom Fields:

• Projects

• Tasks

• Clients / Leads

• Employees

• Tickets

• Contracts

Types of Custom Fields (usually configured by admins):

• Text / Long Text

• Number

• Date / Date & Time

• Dropdown / Multi-select

• Checkbox

• File Upload

• URL

How to Use:

1. Administrators add custom fields in Settings → Custom Fields.

2. Once created, they appear in forms and reports.

3. Use them for franchise-specific data (e.g., “Centre Location Code”, “Franchise Agreement Date”, “Student Capacity”).

2. Automations

Automations reduce manual work by triggering actions automatically.

Common Automations:

• When a task is completed → Notify manager + move project progress

• When a ticket is created → Auto-assign to department

• When an invoice is overdue → Send reminder email

• When a new client is added → Create welcome project

Administrators can set these up in Settings → Automations.

3. Workflows

Workflows define step-by-step processes (especially useful for approvals and onboarding).

Examples:

• Contract approval workflow (Draft → Internal Review → Client Review → Signed)

• New Centre Opening workflow (with checklist tasks)

• Leave approval workflow

• Expense reimbursement workflow

You can track progress through each stage visually.

4. Best Practices

• Start simple — add a few custom fields first and expand later.

• Use consistent naming for custom fields across the system.

• Combine custom fields with automations for powerful results.

• Document your custom workflows for team training.

• Regularly review automations to ensure they still match your processes.

5. Permissions

Most custom fields, automations, and advanced workflows require administrator access. Regular users benefit from the enhanced functionality without managing the setup.

Tip: Custom fields and workflows are particularly valuable for franchised learning centre operations — you can standardize processes while capturing location-specific data.

Need Help?
Contact your company Modeve administrator to request new custom fields, automations, or workflow setups.