Using Custom Fieldsmail_outline

What are Custom Fields?

Custom fields enable you to add up to 20 unique fields to your project details. These fields are also available in project-based reports. Custom fields can also be mapped from Job Launch forms to the project creation page. Note: Contact support to initiate a Job Launch mapping request.

Custom fields can either be free text fields or a list of dropdown options. In addition, you can make the fields required in order to create the project. 

Adding Custom Fields

  1. To begin, navigate to Account > Account Settings > Customize > Custom Fields.
  2. To add a custom field, click on any blank custom field.
  3. Click the checkbox next to 'Include in the Project.' 
  4. (Optional) If you want to make this field a requirement, click the corresponding checkbox. 
  5. Enter a name for your custom field. 
  6. (Optional) If you want to restrict the field to a dropdown list of values, click the corresponding checkbox and enter the values you would like project creators to choose from.
  7. When finished, click Save Settings.

Editing Custom Fields

  1. Once you've made changes to your custom fields, be sure to log out of your account and log back in order to see the changes take effect.
  2. Navigate to the Project Dashboard.
  3. Click EDIT in the Overview section of the Project Dashboard.
  4. Enter a value for your custom field and click BACK TO PROJECT DASHBOARD to save.