You can add custom fields to your cards. Here's how to create and manage them.
Create
The initial set up of custom doc code / card fields must be done by an Admin User. Once created, they can be enabled or disabled on any project.
- Type: This is how you will enter the information into the custom column
- Checkbox - Yes/No field.
- List - Only specific values can be selected. The list can be a pre-existing user list, or a list you create (custom list). For more information, see this article: Create Lists for Custom Fields.
- Number - Numeric field that allow for numeric sorting on the code/card list (rather than by the first digit of the entered value).
- Text - Simple text field.
- Automatically insert into project configuration template: Will automatically import the field into new/existing project configuration templates (as well as into existing projects). To enable the field, see the instructions below.
- Show field on project pop-ups: Display (and allow editing) of this field from the incoming assignment (or outstanding actions) forms.
Note: Once a field is created, the field type (checkbox, list, etc.) cannot be modified. However, the field name can be modified from the grid or by clicking the pencil icon under "Tools". In addition, if a field has been used on a project, it cannot be deleted from the Admin list.
Enable on project
Once the field has been created, you must enable it on the project (if not automatically added at the time of creation). To do this, navigate to Project Menu > Set Up > Project Configuration. Open the "Fields & Equipment Types" tab and expand the "Doc Code / Card Fields" section.
In the grid, you can enable/disable the fields accordingly to meet your project requirements. If you do not see the field, first import it into the project by clicking "Import Doc Code / Card Field".
If the field should be removed from the project entirely, click the delete button.
Using the field
With the "Document Comment" custom field enabled, let's see where you would find it on your project...
Code List
Card List
Incoming Assignment Form
Outstanding Actions
If you cannot find the column in any of the supported grids, confirm that it has been enabled to view.
Option 1: Hover over any column header and click the three lines (
). Switch to the columns tab, search for the field, and enable it by checking the box.
Option 2: Expand the columns selector (far right of the grid), search for the field, and enable it by checking the box.
