Field builder

Users can create their own 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 following options:

   • Create a new field—this option opens a window where you can create a new field and specify its parameters;
   • Use an existing field—this option opens a new field creation window with the parameters that were set when the existing field was added.

   

5. Specify the parameters for the field:

   • 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. The system configuration file defines the restrictions for file types and sizes.

   • 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 each project's parameters.

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.