Creating a Custom Field
Overview
Customizations can only be made by users with an Admin Privileges role of System Administrator.
-
Select Admin > Project & Field Admin > Custom Fields.
-
In the appropriate asset section, click Add Field.
-
Enter a Display Name and select the Field Type (defined below), and then click Save to save your changes and close the window.
-
Checkbox. Simple on/off selection
-
Number. Buckets can be manually updated, added and removed as necessary to reflect the impact of the passage of time
-
Date. Numeric with decimals; content is validated upon entry/update to ensure proper date formatting; display format is driven by the user's browser Language setting.
-
Text. One line text box.
-
Rich Text. Multi-line text box with formatting capabilities; cannot be edited directly within grids.
-
-
Scroll all the way to the bottom of the Custom Fields page, and then click the Publish button. All unpublished fields will be immediately available within the system.