Custom field groups FAQ

1. What is the Custom Fields Groups extension?

The Custom Fields Groups extension allows you to create and organize groups of custom fields for projects and resources in Hub Planner. These groups can be assigned to specific projects or resources, ensuring only relevant fields are displayed for each. This helps in categorizing and managing data efficiently according to your business needs.

2. How does this extension differ from standard custom fields?

Instead of assigning individual custom fields manually, this extension lets you group related fields together and apply them collectively to projects or resources. This makes data management more structured and scalable. For example, The Design Team, can see the Design Group of custom fields. They cannot see the Developer’s group. Project wise, you can segment groups of custom fields by project type, department, or by client, for example.

3. How do I enable the Custom Fields Groups extension?

You can activate the extension from the Hub Planner Extensions store. Navigate to Settings > Extensions, locate Custom Fields Groups, and enable it.

4. Do I need to enable the original Custom Fields extension first?

Yes, in order for Custom Field Groups to work, you need to enable the Custom Fields extension. Go to Settings > Extensions, find Custom Fields, and activate it. Once enabled, and once you have the Custom Field Groups extension installed, you can create and manage field groups in the settings.

5. Can I create multiple groups of custom fields?

Yes, you can create multiple field groups and assign them to different entities like projects and resources.

6. What types of fields can I add?

You can add various field types, including:

• Text fields

• Dropdown

• Radio button

• Colour

• Text Area

• Number

• Email

• Checkboxes

• Date picker

7. Can I control which projects or resources see specific field groups?

Yes, when creating a field group, you can specify which projects or resources should have access to it. This ensures only relevant information appears where needed.

8. Can I modify a custom field group after assigning it?

Yes, you can edit an existing custom field group at any time. Changes will apply automatically to all associated projects or resources. You can edit all options within the field itself as well modify;

• Name of group

• Custom field name / description / placeholder / options / settings etc.

• What projects / resources are selected

• Remove a custom field

• Add more custom fields

• Delete the group

9. Can I restrict who can edit custom fields?

Yes, you can set user permissions to control who can view and edit custom fields within a group.

10. How do I assign a Custom Field Group to a project or resource?

After creating a group, go to the project or resource settings, select Custom Fields, and apply the relevant group.

11. Can I filter and sort based on field groups?

Yes, custom field data within groups can be used in the scheduler to filter through options as well as criteria in group selection as well as reporting for better project and resource management.

12. Will field groups appear in reports?

Yes, when generating reports, you can include data from custom field groups as part of your report structure. Update results using filters and adding columns to your report.

13. Can I delete a Custom Field Group?

Yes, but deleting a group will remove all associated fields and data from assigned projects and resources. Be sure to review the fields before deletion.

14. Does this extension support API access?

Yes, you can manage and retrieve custom field groups through the Hub Planner API, enabling integrations with other tools.

15. Can I trial Custom Field Groups?

Yes, you trial out both Custom Fields and Custom Field Groups free of charge for 7 days.

16. What happens to the data created in groups after I delete the extension?

Once the groups are deleted, the data is completely removed. It is not carried over to the default group, it is deleted.

17. How do I determine which is the default group? So if I delete the extension, I do not lose the data of the default group.

Your original group will be called ‘default’. Should you create a number of groups with designated custom fields, then subsequently delete the extension, all custom fields from other groups will automatically be added to the default group.

18. I already subscribe to Custom Fields, can I add Custom Field Groups?

Absolutely. Custom Field Groups is a separate extension on the Business Leader plan. Feel free to trial it out free of charge for 7 days. Reach out to us via support@hubplanner.com for a demo and some help. We’ll guide you through the extension and see where it can help your team and projects.

19. Will my own Custom Field data move to the Custom Field Groups once installed?

Your existing custom field data will remain under the Default custom field group and will not be automatically moved to any new group. And any data assigned to resources and/or projects will remain as it is under the Default custom field group.

20. If I move or copy the custom fields from one group to another, will the preselected fields be selected?

Great question. So say you copy or move a custom field from the default group to a new group you have selected. Eg. Design Team group, I want to move the Design Skills from the default group to the new Design Team group. If moved, the preselected people and projects will be automatically inherited. So for example, the Design people, who’s skills were selected already, will simply transfer to the new group.