Introduction
This reference lists and explains the most common attributes available for custom fields in Easy8. These attributes define how the custom field behaves, where it appears, and how it can be used. Not all attributes are available for every type of entity.
Target Audience
- Administrator
Definition of Common Custom Field Attributes
| Name | Description |
|---|---|
| Required | The custom field must contain a value; otherwise, the form cannot be saved. |
| For all projects | The custom field is active in all projects and cannot be disabled for specific ones. |
| Used as a filter | The field becomes available as a filter in query views like lists and reports. |
| Searchable | Enables search by entering the field name into the search box and pressing Enter. |
| Show as additional attribute | The field is not grouped with basic task attributes but shown separately under additional fields. |
| Email notifications | Sends an email alert when the value of the field changes. |
| Do not export | The field is excluded from any exported datasets such as CSV or PDF files. |
Usage Notes
- These settings are typically configured when creating or editing a custom field.
- Availability may vary depending on the entity type (e.g., Task, Project, CRM).
- Some combinations (e.g., “Required” and hidden fields) may cause errors if not configured carefully.
Examples
- Use Searchable for key fields like Customer ID or Order Code.
- Use Do not export for sensitive internal notes or approval steps.
- Enable Email notifications for fields like Status or Approval, where updates matter.
Further Reading
- Custom Fields in Administration (Explanation)
- Creating and Managing Custom Fields (How-To)
- Field Visibility and Permissions (Reference)
