7.1.3. Custom Fields

Based on your business requirements you may want to capture custom information in addition to the standard fields. Usually each type of project you do will have a standard list of custom fields you need to capture. Thus you can define custom fields for each project category. The custom fields for a project collectively are referred to as the "Custom Form".

  1. The custom form is automatically displayed on the "Add Project" form depending on the project category selected.

  2. You can add text boxes, drop-down lists, check boxes, multi-select lists or file attachments.

  3. Fields can be marked mandatory. This is enforced while creating a project.

  4. Custom fields are searchable i.e projects can be located by searching for data entered into these fields.

  5. If custom fields are modified, previously created projects will continue to have the old fields and data.

Adding Custom Forms

  1. Login as a user having administrative privileges

  2. From the toolbar click SetupCompany

  3. In configure modules section for projects click Configure.

  4. Click Project Categories

  5. Click Edit next to the category description.

  6. Edit the custom form.

  7. Add custom fields and Submit

Adding Custom Forms

Figure 7.2. Adding Custom Forms