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

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
Custom-Standard-Form

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