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Add a Priority Field

Add a Priority Field updates an existing record type with a Low, Medium, High, or Critical select field, plus matching schema, form, table, and detail views. Use it when you need a simple urgency flag that stays consistent everywhere the record appears.

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Overview

Add a Priority Field is a small edit template for an existing record type. It adds a select field with four fixed values — Low, Medium, High, and Critical — and updates the record schema, create/edit forms, table view, and show view so the priority is visible everywhere the record appears.

Use this template when your team needs a simple urgency signal on records such as maintenance requests, incident logs, follow-up items, or equipment issues. It works well when people need to sort, scan, or escalate records without changing the rest of the workflow. The color-coded badges in the table view make it easier to spot urgent items, while the show view keeps the value visible during review.

Do not use this template as a substitute for status, SLA tracking, or a full triage workflow. If the record type already has a clear lifecycle and the team only needs stage tracking, a priority field may be unnecessary. It is also not a fit when the meaning of urgency is highly complex or requires multiple scoring dimensions. The best use is a single, consistent field that helps people decide what to handle first.

How to use this template

  1. 1. Open the existing record type and add a new select field named Priority to the record_schema with the values Low, Medium, High, and Critical.
  2. 2. Update the create and edit forms so users can choose a priority from a dropdown instead of typing a free-text value.
  3. 3. Add the priority field to the table view and map each option to a clear color-coded badge for quick scanning.
  4. 4. Add the priority field to the show view so the value is visible when someone opens a record for review or follow-up.
  5. 5. Use patch_plugin_file for each schema and view change so the app stays consistent across all screens.

Best practices

  • Keep the priority list fixed so users do not invent their own labels.
  • Define what Low, Medium, High, and Critical mean in the record description or team playbook.
  • Use the same badge colors everywhere so the table view and detail view feel consistent.
  • Place Priority near the top of the form if it affects triage or assignment decisions.
  • Make sure editors can change the field, but limit that permission if priority should be controlled by coordinators or managers.
  • Review priority values during queue reviews so stale records do not keep an outdated urgency level.
  • If the record type already has a status field, keep status and priority separate so users do not confuse stage with urgency.

What this template typically catches

Issues teams running this template most often surface in practice:

Priority exists in the schema but is missing from the table view, so urgent records are easy to overlook.
Users type inconsistent labels like urgent, ASAP, or high priority instead of using one fixed set.
The form shows priority, but the show view does not, which makes review slower and less reliable.
Everyone can edit priority, so the value changes without a clear owner or approval rule.
The team uses priority as a substitute for status, which blurs urgency with lifecycle stage.
Color coding is added inconsistently, so the badges do not mean the same thing across screens.
The field is added without guidance, so different users interpret Critical in different ways.

Common use cases

Facilities maintenance queue
A facilities coordinator adds priority to repair requests so leaking pipes, broken HVAC, and safety issues rise above routine work. The table badges help the team sort the queue before assigning technicians.
Incident intake for operations teams
An operations team uses priority on incident records to separate minor issues from urgent escalations. The show view keeps the value visible during review, handoff, and follow-up.
Equipment repair tracking
A warehouse or field service team adds priority to equipment repair records so critical downtime is handled first. The fixed select list prevents inconsistent labels across shifts.
Visitor follow-up records
A front-desk team marks follow-up records with priority when a visitor issue needs same-day attention. The field helps coordinators scan the list without opening every record.

Frequently asked questions

What does this template change in the app?

It adds a single priority field to the main record type and wires it through the record schema, create/edit forms, table view, and show view. The field uses a fixed select list: Low, Medium, High, and Critical. That keeps the value consistent instead of letting people type their own labels. It is meant for an existing mini-app, not a brand-new workflow.

When should I use a priority field instead of a status field?

Use priority when you need to express urgency or importance, not lifecycle stage. A status usually answers where the record is in the process, while priority answers how quickly it should be handled. If you already have statuses like Open, In Progress, and Closed, this field adds a separate triage signal. That makes it useful for queues, follow-up lists, and escalation views.

Who should set the priority value?

Usually the person creating the record sets an initial priority, and a manager or coordinator can adjust it later if needed. The best setup is to give editors permission to change it while keeping viewers read-only. If your process depends on triage, make the rule explicit so people do not guess. That avoids inconsistent priorities across the team.

How often should priority be reviewed?

Review it whenever the record is touched, and again during any daily or weekly queue review. Priority can change as new information arrives, especially for requests, incidents, or maintenance items. If the template is used for time-sensitive work, add a reminder or SLA rule outside the field itself. The field works best when it is actively maintained, not treated as a one-time label.

Does this template fit regulated records or incident logs?

Yes, if your app already tracks regulated operational records such as incidents, inspections, or visitor logs, priority can help route urgent items without changing the underlying record type. It should not replace required status fields, timestamps, or audit details. Use it as a triage attribute, not as a compliance record on its own. If the workflow is regulated, keep the meaning of each priority level documented.

What are the most common mistakes when adding priority?

The biggest mistake is letting users enter free text instead of a fixed select list. Another common issue is showing the field in the form but forgetting the table and detail views, which makes the value hard to scan. Teams also forget to define what each level means, so everyone uses Critical differently. This template avoids those problems by updating the schema and all core views together.

Can I customize the labels or colors?

Yes, you can rename the options or adjust the badge colors to match your internal language. Some teams prefer Urgent instead of Critical, or use numeric priorities if that fits their process better. The important part is keeping the list fixed and the meaning documented. If you change the labels, update any training notes or field descriptions at the same time.

How does this compare to tracking urgency in a spreadsheet?

A spreadsheet can hold a priority column, but it does not automatically update the schema, forms, and detail views together. This template makes the field part of the app experience so users see and edit it in the right places. It also reduces drift between the list view and the record detail view. That makes the priority easier to trust during daily work.

What should I check before rolling it out?

Confirm that the main record type is the right place for urgency, and decide who can edit the field. Then define what Low, Medium, High, and Critical mean in your process. Finally, test the table badges and show view so the value is easy to read at a glance. A short rollout note is usually enough if the team already understands the record type.

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