Field builder

Users can create custom fields with the field builder and use them in their projects.

Adding fields

To add a custom field, follow these steps:

1. Go to Customization → Project fields.

2. Select Edit project fields.

3. In the window that opens, select Add field.

4. Select one of the options:

   • Create a new field—this option opens a window for creating a new field, where you must enter the parameters for the field you're adding;
   • Use an existing field—this option opens a window for creating a new field that contains the parameters set when you added the existing field.

   

5. Enter the parameters for the field you're adding:

   • Name;
   • Type—you can select one of the following types:
     • Text;
     • Long text;
     • Link;
     • Date;
     • Checkbox;
     • User;
     • User list;
   info

   Only system users who have permission to view users can change the User and User list fields.

   • Number;
   • File;
   info

   You can upload only one file for the File parameter. Set restrictions on file types and sizes in the system configuration file.

   • Whether the field is required;
   • Default field value;

   

6. If necessary, change whether the field is required with the Required toggle.

7. Select Create field.

After you create a field or group of fields, they automatically appear empty in the parameters of each project.

Filling in fields for projects

To fill in custom fields for a project, follow these steps:

1. Go to the Projects section.
2. Select the required project from the list.
3. Go to the Information tab.
4. Select Edit.
5. In the window that opens, fill in the required fields.

6. After you fill in the fields, select Save.

You can also fill in the fields as follows:

1. Select the additional actions button () in the project row.
2. Select Edit.
3. Fill in the required custom fields.
4. Select Save.