Our "Custom Fields" engine allows you to easily create your own fields to capture data significant to your business. This page runs you through the basics of creating a custom field.
If you have admin access then you're able to create your own custom fields to feed into your people, projects, companies, budgets and timecodes. We also give you the flexibility to choose what type of field you want; a text box, date field, hyperlink etc.
Information captured in custom fields will appear on any CSV/PDF download you generate.
Let's get started!
Step 1: Bring up the Custom Fields creator.
- Click on the settings cog in the lower left
- Click on "Custom Fields" (smack bang in the middle of your screen)
- Click the blue + button in the top right of the screen.
Step 2: Work through the fields.
Entity type: This drop-down box shows all the places you can put a custom field. Click on any of them below to see the tips and tricks for creating a custom field for each one.
Field type: This drop-down box shows you all the types of information you can ask your custom field to collect (text, date, percentage...) these are all self-explanatory.
The "Select" option, does require extra information as this custom field creates a drop-down menu for which you need to input the options. Click here for more details on creating a "Select" custom field.
Field label: This the name of what your custom field wants to capture.
Group name: This is the title that sits above your custom field(s). It's not mandatory to include a group name, and if you choose to keep it blank then "Additional Details" will be put in its place:
Field order: If you're creating a few custom fields, you may wish to order them on the page by assigning them in numerical order. By placing '1' in the field order box, you are making that custom field appear first, and so on.
This Custom Field is Mandatory: By ticking this option your custom field will need to be filled in in order for someone to complete the action that it shows up on.
NB: If you're creating a "Checkbox" field, it can't be mandatory.
This Custom Field is Active: You can use this option to activate or deactivate a custom field, (instead of deleting it entirely).
Creating a "User" custom field.
This custom field will appear somewhere on a person's dashboard. An extra field will appear where you can choose which subtype you want the custom field to appear under:
The below screen recordings run through adding two custom fields to a person's "Detail" page.
People -> Chandler Bing -> Details -> =
Creating a "Client" custom field.
This custom field is nice and easy to input and doesn't involve extra drop-down boxes. A Client custom field will appear anytime someone creates a new company and will sit under the "Details" section of a company's profile.
Creating a "Project" custom field.
A project custom field will show up in a project's "Settings" and "Details" section and will also appear when creating a new project if you set it to mandatory.
When you create a project custom field, you need to tell the system what project status and type you want your field to come into effect for:
We always recommend ticking the "Archived" Project status. If you don't then your custom field and the related data will disappear when it comes to archiving that project.
After you create a mandatory custom field for a project, a person will be required to enter this field if they go to edit the settings on any existing projects.
Creating a "Module" custom field.
A module custom field, refers to creating a custom field in your budget. This field will show up in your Project's settings, to the right of the Budget Breakdown:
When creating a module custom field for your budget, you will need to choose what project and budget type your custom field will appear on:
Projects ->"Project's name" -> Settings -> Scroll to "Budget breakdown" -> Click "See More", under "Additional Details" =
Creating a "Timecode" custom field.
A timecode custom field will show up in a timecode's "Settings" section.
When you create a timecode custom field, you need to tell the system what project status and type you want your field to come into effect as well as the timecode type:
Creating a "Select" custom field.
Creating a custom field with a drop-down select option is nice and easy, and involves you putting in what options you'd like to appear. Below is an example of adding a select custom field to a project.
If you have questions at any point don't hesitate to contact our support team. They're there to help: email@example.com