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.



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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