Creating custom fields: Difference between revisions
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{{#seo: | |||
|title=Creating custom task fields | |||
|titlemode=append | |||
|keywords=planfix, field, custom field, creating a field | |||
|description=Creating custom task fields | |||
}} | |||
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://pic.planfix.ru/pf/kJ/Z0UV8M.png | https://pic.planfix.ru/pf/kJ/Z0UV8M.png | ||
Using the button '''New field''': | Using the button '''New field''': | ||
https://pic.planfix.ru/pf/8F/Fxd5xZ.png | https://pic.planfix.ru/pf/8F/Fxd5xZ.png | ||
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://pic.planfix.ru/pf/Qe/nyHwmK.png | https://pic.planfix.ru/pf/Qe/nyHwmK.png | ||
After a field has been created, it will be displayed in the corresponding [[Sets of custom fields | 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: | After a field has been created, it will be displayed in the corresponding [[Sets of custom fields | 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 | 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: | 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 | https://pic.planfix.ru/pf/iD/6Ra8YL.png | ||
Revision as of 15:01, 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:
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:
Only after this is done will the field appear in the template and be available for use in tasks created using the template:
