Creating custom fields: Difference between revisions
From Planfix
No edit summary |
|||
| Line 7: | Line 7: | ||
Creating [[Custom fields|custom fields]] is done in the '''Account management''' section under '''Custom fields > Task fields''': | Creating [[Custom fields|custom fields]] is done in the '''Account management''' section under '''Custom fields > Task fields''': | ||
https:// | https://s.pfx.so/pf/yU/rVOI3b.jpg | ||
Using the button '''New field''': | Using the button '''New field''': | ||
https:// | https://s.pfx.so/pf/z6/CPQssL.jpg | ||
When creating a field, you can select which [[Sets of custom fields | set]] to create it in: | When creating a field, you can select which [[Sets of custom fields | set]] to create it in: | ||
https:// | https://s.pfx.so/pf/ii/9gbuyF.jpg | ||
Once you have created the field, you can add it to the required [[Objects|objects]], where it will appear as follows: | Once you have created the field, you can add it to the required [[Objects|objects]], where it will appear as follows: | ||
https:// | https://s.pfx.so/pf/7J/jjNuBH.jpg | ||
You can read more about using fields in objects in this article: [[Object form]]. | You can read more about using fields in objects in this article: [[Object form]]. | ||
==Important== | ==Important== | ||
You can set [[Access to custom fields|permissions]] for a custom field to restrict its visibility to users in your account. | You can set [[Access to custom fields|permissions]] for a custom field to restrict its visibility to users in your account. | ||
==Alternative method for creating a custom field== | ==Alternative method for creating a custom field== | ||
You can create a custom field directly while creating or editing an [[Objects|object]]. | You can create a custom field directly while creating or editing an [[Objects|object]]. | ||
== Go To== | == Go To== | ||
Revision as of 15:16, 26 December 2024
Creating custom fields is done in the Account management section under Custom fields > Task fields:
Using the button New field:
When creating a field, you can select which set to create it in:
Once you have created the field, you can add it to the required objects, where it will appear as follows:
You can read more about using fields in objects in this article: Object form.
Important
You can set permissions for a custom field to restrict its visibility to users in your account.
Alternative method for creating a custom field
You can create a custom field directly while creating or editing an object.