Custom fields: assigning value to

EP Help General > Settings > Custom Fields

 

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Before you can assign a value to a custom field, it must be created. Refer to Custom fields: adding and modifying for details.

 

Depending on the object the custom field you want to assign a value to, there are 4 cases.

 

1. Project or Activities: To assign a value to a custom field created for projects or activities (any type: tasks, issues, or requests):

 

1.

Open Activity Center.

2.

Open the details of a project or activity you want modified.

3.

Under Custom fields, locate the custom field you want to give a value to.

4.

Assign a value using the appropriate method, depending on the type of custom field. E.g. use a date selector, for a date format custom field.

5.

Click ‘Save and close’ to save the changes.

 

 

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If the custom field is mandatory, you will not be able to save the page until after you have assigned a value to it. You will be prompted with a message 'This is a required field'. The same applies to the remaining cases below. Refer to Custom fields: adding and modifying for details on mandatory fields.

 

2. Users: o assign a value to a custom field created for users.

 

1.

Go to User menu | Settings | Users.

2.

Open the details of the user you want modified.

3.

Under Custom fields, locate the custom field you want to give a value to.

4.

Assign a value using the appropriate method, depending on the type of custom field. E.g. use a date selector, for a date format custom field.

5.

Click ‘Save and close’ to save the changes.

 

3. Customers: To assign a value to a custom field created for customers.

 

1.

Go to Tools | Manage Customers.

2.

Open the details of the customer you want modified.

3.

Under Custom fields, locate the custom field you want to give a value to.

4.

Assign a value using the appropriate method, depending on the type of custom field. E.g. use a date selector, for a date format custom field.

5.

Click ‘Save and close’ to save the changes.

 

4. Portfolios: To assign a value to a custom field created for portfolios.

 

1.

Go to Projects & Tasks | Portfolios.

2.

Open the details of the portfolio you want modified.

3.

Under Custom fields, locate the custom field you want to give a value to.

4.

Assign a value using the appropriate method, depending on the type of custom field. E.g. use a date selector, for a date format custom field.

5.

Click ‘Save and close’ to save the changes.