Custom project fields: Difference between revisions
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==Navigation== | ==Navigation== | ||
*[[#Creating custom fields|Creating custom fields]] | *[[#Creating custom fields|Creating custom fields]] | ||
*[[#Access to custom | *[[#Access to custom fields|Access to custom fields]] | ||
*[[#Displaying custom fields when viewing a project|Displaying custom fields when viewing a project]] | *[[#Displaying custom fields when viewing a project|Displaying custom fields when viewing a project]] | ||
==Creating custom fields== | ==Creating custom fields== | ||
You can create custom fields in [[Project templates | project template]] editing mode: | You can create custom fields in [[Project templates | project template]] editing mode: | ||
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You can display the desired fields on the main project panel. To do this, drag them from the '''Project details''' panel in the project template to the main panel of the project card like you would do with [[Displaying custom fields when viewing a task | custom task fields]]. | You can display the desired fields on the main project panel. To do this, drag them from the '''Project details''' panel in the project template to the main panel of the project card like you would do with [[Displaying custom fields when viewing a task | custom task fields]]. | ||
===Useful links=== | ===Useful links=== | ||
*[[Custom roles in project]] | *[[Custom roles in project]] | ||
Latest revision as of 13:53, 2 October 2024
With Planfix, you can add various types of additional fields to a project. We call these fields custom fields or user fields. You can use custom fields the same way you use regular fields: you can enter data in them, use them with filters, display them in reports, and more.
Creating custom fields
You can create custom fields in project template editing mode:
In the form that opens for adding a new custom field, select the field type, enter a name, and configure additional parameters depending on the field type:
You can also set access to this field for employees or clients.
The field you create will appear in the Main field set section that can be found at the bottom of the list of panels and fields. You can add it to one of the panels in the project form by clicking its name in the list:
or simply by dragging and dropping it:
IMPORTANT
If the field was created earlier, it will be in the list of fields that can be found on the left-hand side of the form. You don't need to create the field again: you can create a field once and use it multiple times, in any project where it's relevant.
Access to custom fields
Access to a custom field can be set when the field is created. It can also be set later, in the Account management - Custom fields section. For each field, you can set which employees or clients (external contacts with Planfix access) who can see and edit the field:
There are two basic ways to set access: 1. You can specify access for different task/project roles:
2. You can set a list of specific users who will have access to the field regardless of their role in the task/project:
Displaying custom fields when viewing a project
By default, custom fields are displayed in the Project details tab:
Inline editing is also available in this tab, so you can fill in custom fields without going to the full form for editing the Project:
You can display the desired fields on the main project panel. To do this, drag them from the Project details panel in the project template to the main panel of the project card like you would do with custom task fields.
Useful links