Where can I create custom fields?
Navigate to Settings -> Custom Fields and choose either Project or Resource custom fields.
What type of Custom fields can I create?
You can create the following types of custom field
Where will the Custom Fields Appear?
The custom fields will appear as a Tab in the corresponding modal. You can then filter on these from the grid or in reports.
Can I enable / Disable Custom Fields?
Yes, you can globally enable or disable custom fields in settings.
Will disabling custom fields delete the fields and data collected so far?
No, disabling will only stop the custom fields from showing up in the corresponding modals. You can easily re-enable them again to pick up where you left off from.
Will Custom Fields Appear in Reports?
Yes, you will be able to report data on your custom fields. You will only be able to group on the type
Can I filter the Resources in Grid by Custom Field?
Yes, You can filter by resource specific custom fields.
Can I duplicate a Custom Field?
Yes, you can do this when setting up the custom fields.
Can Everyone See Custom Fields?
Any user with project / resource creation or editing privileges can view and edit custom fields.
Can I set HTML5 Attributes on Custom Fields?
Yes, we support standard attributes inline when creating the custom fields.
Can I reorder Custom Fields?
Yes, You can do this by dragging and dropping the fields to rearrange the order they are going to be rendered in.
If I disable Custom Fields will I lose my Report Data?
No, you will only lose this data if you delete the fields.
Can I rename the Custom Field Tab?
Yes, you can do this from the Custom Field Settings.
Can I set a default value for Radio Buttons?
Yes, when you create your choices, specify with the radio button which value should be the default value.
Are Custom Fields Available via the API?
Yes, Once you have created them first in the tool.
What Custom Fields will Appear in Search Filter?
Only the ones that are checked in field creation.