Creating custom fields: Difference between revisions

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Custom fields are created in Account management - Customizable fields:
https://pic.planfix.ru/pf/kJ/Z0UV8M.png
Using the button New field:
https://pic.planfix.ru/pf/8F/Fxd5xZ.png
When creating a field, you can select which set to create it in:
https://pic.planfix.ru/pf/Qe/nyHwmK.png
After a field has been created, it will be displayed in the corresponding field set in task templates. In order for a field to appear in a task template, you must move it from its current field set to the desired task panel:
https://pic.planfix.ru/pf/T8/LDrbdg.png
Only after this is done will the field appear in the template and be available for use in tasks created using the template:
https://pic.planfix.ru/pf/iD/6Ra8YL.png





Revision as of 08:13, 27 May 2020

Custom fields are created in Account management - Customizable fields:


Z0UV8M.png


Using the button New field:


Fxd5xZ.png


When creating a field, you can select which set to create it in:


nyHwmK.png


After a field has been created, it will be displayed in the corresponding field set in task templates. In order for a field to appear in a task template, you must move it from its current field set to the desired task panel:


LDrbdg.png


Only after this is done will the field appear in the template and be available for use in tasks created using the template:


6Ra8YL.png


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