Custom Fields (account level)
Custom fields let you collect the data you want to collect within your account. This enables you to use your account to collect all the data your business needs.
We have 2 levels of custom field. This article is to discuss the Account Level custom fields but we also have Project Level custom fields as well. Account level custom fields apply across all entities in your account whereas project level custom fields will only show on 1 project. See this article for more information about project level custom fields: Custom fields (Project level)
Account Level custom fields will show on all entities within the system. They are created at the account level and apply to everything within the system. So if you create an account level custom field for tasks then it will show on all tasks on all projects.
Account Level custom fields can be created on the following entities:
- Projects
- Tasks
- Groups
- People
- Files
- Payments
- Time
The account level custom fields page shows a list of the custom fields you have created already grouped by entity. Once you have created a few custom fields it will look like this:
On the page you can also create a new custom field. You can do this by clicking on the "+ New Custom Field" button at the top left. This will open a pop up:
To create a new custom field you need to specify the following information:
- Applies to - This determines which entity within your account the custom field will apply to. You can choose from:
- Project
- Task
- Group
- People
- Files
- Payments
- Time
- Name - This is a text field so you can name your custom field.
- Type - This lets you specify the type of custom field you want to create. The type of field will largely depend on what type of data you want to collect and how you want this to be displayed and used within your account. You can choose from:
- Text
- Textarea
- Numeric
- Currency
- Percent
- Select
- Select-Color
- Multiselect
- Date
- Required - If you check this then providing a value for this field will be required when anyone completes a page that has this field on it. This is a great way to make sure this field has a value at all times.
- Allow filter by - This will mean this field will also show in the filter so you can filter your views by this field.
- Allow group by - This will mean this field will also show in the group list so you can group your views by this field.
- Allow sort by - This will mean this field will also show in the sort list so you can sort your views by this field.
When you have created a custom field it will show in the table below:
Once a custom field has been created it will show on the relevant forms for the entity you have applied it to. For example the "Priority" field I have created in the example above will show on all project dashboards and the create new project page:
Once a custom field has been created you have 3 options to choose from in the "Options" button:
- Edit - This will open the "Edit Custom Field" pop up so you can edit the settings for your custom field.
- Disable - This will disable your custom field so it doesn't show anywhere in your account. It doesn't delete the custom field or any of it's data, it will just prevent it from showing anywhere in your account. You can restore the custom field as and when you are ready.
- Delete - This will delete the custom field and all of it's data.