Custom doc code/card and custom project main fields. For information on custom equipment fields, refer to the Equipment List section.
Articles
Add Custom Doc Code/Card Fields
You can add custom fields to your cards. Here's how to create and manage them.
How to create a Card Field
The initial set up of the custom Doc Code / Card Field must be done by an Admin User. Once created, they can be enabled or disabled o...
Other Data - Project (Main) Fields
Users may now add an unlimited number of custom fields to the main area of projects. Create new date, text, or list fields. There is also an option to define whether fields are mandatory. Users may apply them to any or all project templates.
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Create Lists for Custom Fields
This article provides steps to set up "Lists". Using a list takes out any risk of typo's as it gives the user a list of pre-existing values to choose from, rather than typing in the values.
To create a new list navigate to the Lists screen.
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Create custom lists for use in custom fields
This article provides steps to set up and use custom fields where the type is "List". Using a list takes out any risk of typo's as it gives the user a list of pre-existing values to choose from, rather than typing in the values. You have the optio...