Custom Fields in Administration

Introduction

Custom fields in Easy8 allow administrators to extend the system with additional data fields. These fields can be applied to nearly any entity, such as tasks, projects, users, or risks. This helps teams tailor the platform to their specific workflows and data requirements.

Target Audience

Administrator

Understanding Custom Fields

Definition

A custom field is a user-defined field that stores specific data not available by default in the system. It can be attached to various types of objects and configured based on format, visibility, and validation.

From the Custom Fields administration option the administrators can:

View a list of existing fields grouped by entity
Expand each group to see the fields and their details
Create a new custom field using the New custom field button

How It Works

Viewing Existing Custom Fields

Custom fields are displayed in a grouped list by entity (e.g., Tasks, Projects, Users). Each entry shows:

Name
Format (e.g., text, list, key/value)
Whether it is required
Number of occurrences
Group and author

To edit a field, click the row or choose the inline edit option.

Creating a New Custom Field

Click New custom field to start. First, select the entity the field will be attached to (e.g., Task, Project, Budget). Next, configure the field’s attributes:

Format: Choose the type of input (text, list, number, etc.)
Name: Field label
Group: Fields can be grouped for better organization
Description: Optional explanation of the field
Min–Max length: Set allowed length (optional)
Multiple values: Enable selection of more than one item
Possible values: Applies to list-based fields; one value per line
Default value: Pre-filled for new entities
Display and visibility: Define if the field is shown as dropdown, checkbox, etc., and who can see it
Tracker/Project filters: Limit visibility to selected workflows or projects

Field Behavior Settings

Each field has behavior settings such as:

Required: Must be filled in
Primary: Treated as a main field
Used as filter: Available in filters
Searchable
Show with empty fields
Clear when anonymized
Email notifications
Do not export

These options make custom fields flexible and applicable in multiple scenarios.

Conclusion

Custom fields give administrators full control over how additional information is captured in Easy8. They are highly configurable and help tailor the system to fit unique business needs. By using custom fields smartly, teams can enhance usability, data collection, and reporting.