Field builder

The field builder lets users create custom fields 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—a window opens where you must enter the parameters for the field you're adding;
   • Use a previously created field—a window opens with the parameters configured when you added the previously created 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 with 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. The system configuration file defines the restrictions for file types and sizes.

   • Required;
   • Default field value;

   

6. If needed, change whether the field is required using the Required toggle.

7. Select Create field.

After you create a field or group of fields, they automatically appear blank in each project's parameters.

Filling in fields in 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 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.