Field builder

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

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 can enter the parameters for the field you want to add;
   • Use an existing field—a window opens with the parameters that were set when the existing field was added.

   

5. Enter the parameters for the field you want to add:

   • 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 User and User list fields.

   • Number;
   • File;
   info

   You can upload only one file for the File parameter. The system configuration file defines restrictions for file types and sizes.

   • Required;
   • Default value;

   

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

7. Select Create field.

After you create a field or field group, it automatically appears empty in the parameters for 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 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.