Custom Fields
Custom fields expand data collection for projects beyond standard fields. To begin, navigate to:
App > Setttings > Projects > Custom Fields
You can create various form field types:
- Simple Text
- Paragraph (Long Text)
- Number
- Drop Down List
- Check Box
- Decimal
- Date
Additionally, adjust field settings, such as:
- Display in the standard form (appears in “Add New Project”)
- Display on the project profile page
- Include in the filter panel for project search and filtering.
Custom-Fields-Projects
Form Options
Further customization is possible for displaying form fields in the ‘Add New Project’ form. Select the Standard Form menu item (as illustrated below):
Options include:
- Rearranging form fields via drag and drop
- Specifying mandatory (required) form fields
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