Custom fields: adding and modifying

EP Help General > Settings > Custom Fields

As their name suggests, custom fields are defined by the user should s/he have a need for additional fields to add details to a project, activity, etc.

 

To create a custom field, follow this procedure:

 

1.

Log in as Administrator (or a user who has the ‘Manage System Settings ’ permission). If you are already logged in, skip this step.

2.

Under User menu | Settings, select Custom Fields.

3.

Indicate for what - Project, Task, Issue, Request, Customer, User, Portfolio, or All activities  - you are creating the custom field, by selecting the appropriate item in the Custom field for box.

4.

Type a name for the custom field, select its type (String, Number, Date, Yes/No, List, Hyperlink, Text Area, or Text Area (Rich Text Format)).

5.

Select It is mandatory to make the field be required when creating a project or activity it belongs to.

6.

Select Limit by portfolio to make the field available only within a given portfolio(s):

 

 

6.1.

Select Also show it for projects not included in portfolios to include the field in projects without a portfolio.

 

6.2.

Select a portfolio to include the field in, and click ‘Include’.

 

6.3.

Select as many portfolio as can be required.

 

7.

Click ‘Add’ to add the field.

 

 

 

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You can restrict custom fields by portfolio.

 

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Custom fields can be shown and hidden using the Customize feature.

 

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Activity type (task, issue or request) specific custom fields will be shown on the Activities page only if the respective type (task, issue or request) is selected in the Type filter.

 

 

To delete or change the name of an existing custom field:

 

1.

Log in as Administrator (or a user who has the ‘Manage System Settings’ permission). If you are already logged in, skip this step.

2.

From User menu | Settings, select Custom Fields.

3.

On the list of available custom fields, select the one you need to modify by mousing over it. The row will change color to yellow.

4.

Left-click anyplace on the row. A context menu will pop up. You will have 2 options to choose from: delete the field or change its name.

 

4.1.

If you click "Change field name", type a new name in the editing box and click "Update".

 

4.2.

If you click "Delete field", a warning message will appear. Click "OK" to confirm the deletion.

 

To delete or edit a List-type custom field:

 

5.

Left-click anyplace on the row. A context menu will pop up. You will have 3 options to choose from: delete the field, change its name, or edit its list of values.

 

5.1.

If you click "Change field name", type a new name in the editing box and click "Update".

 

5.2.

If you click "Delete field", a warning message will appear. Click "OK" to confirm the deletion.

 

5.3.

If you click "Edit value list", an inline editor will open, allowing you to add new values to the list, or edit/delete the existing ones. Upon finishing with editing, click "Close" to exit the editor.

 

To change the order of available custom fields and/or change the order of items within a list type custom field:

 

1.

To move an item up, click the upward arrow.

2.

To move an item down, click the downward arrow.