Managing Custom Fieldsmail_outline

What are Custom Fields?

Custom fields enable you to add unique fields to projects in order to search for and report on valuable project details that are unique to your process and business. Common examples might include Department, Channel, Brand, Line, Part Number, etc.

Creating Custom Fields

To create a new custom field, navigate to Account Settings by clicking your avatar in the bottom left of the main navigation bar and selecting Account Settings. Note: You must be assigned the permission to Manage Account Settings to create custom fields.

Select Custom Fields from the Settings sub-navigation. Click Add Custom Field in the top right-hand corner to create a new field.

Enter a name for your custom field, select the desired Field Type, and click Create Custom Field.

Custom fields allow for the following Field Types:

  • A Textbox field type provides an open text field for users to freely input relevant data.
  • A Dropdown field type provides a selective amount of data from which users can choose. 
  • A Number field type limits users to inputting a numeric value. 
  • A Date field type displays a calendar picker from which users can select a date. 

Using Custom Fields

Once the custom field is created, it will display in the Overview section of project details. You can enter unique values into the corresponding custom field(s) on each project as needed.

Mapping Custom Fields

If desired, information from requests can automatically map to your projects and populate selected custom fields, eliminating the need to re-enter this information once the request is approved. 

In the example below, the requester completed the following fields within the request form:

Once approved, this information automatically populated within the custom fields of the new project. 

To enable this feature, please reach out to your Customer Success Manager. 

Deleting Custom Fields

To remove a custom field from the system, navigate to Account Settings. Select Custom Fields from the Settings sub-navigation. Click on the Edit link to the right of the custom field you would like to remove and select the Delete icon in the bottom right. Confirm by selecting Delete This Custom Field. Removing a custom field will permanently remove all related historical data.