Introduction
This reference covers the available default types of custom fields in Easy8. Each field type serves a different purpose and can be used to store various forms of data such as text, numbers, lists, or system-linked entities.
Target Audience
- Administrator
Definition of Default Custom Field Types
| Name | Type | Description |
|---|---|---|
| Address | Google Map | Adds an address input with a link to Google Maps. Requires refresh for updates to take effect. |
| Amount | Numeric + Unit | Allows entry of numeric value with unit, useful for calculations. |
| Autoincrement | Sequential ID | Auto-increases per new item. Can reset by project, tracker, or both. |
| Boolean | Yes/No | Offers dropdown, checkbox, or radio options. Special handling when required or added to existing records. |
| Choose country | Dropdown | Select a country from a predefined list. |
| Color | Predefined List | Choose a color (green, orange, red, none). |
| Custom table | Linked Table | Used in Asset & Configuration Management. |
| Date | Date | Allows date selection, useful for contracts, deadlines, etc. |
| Date and time | Timestamp | Allows input of exact time along with date. Editable only in edit view. |
| Text (Email) | Accepts standard email format. | |
| Float | Decimal number | Allows numbers with decimal places. |
| Integer | Whole number | Positive or negative integers only. |
| Key/value list | Custom List | List that updates values globally, affecting past and future entries. |
| Link | URL | Accepts hyperlinks (must include protocol). |
| List | Custom List | Static list. Does not affect existing entries when updated. |
| Long Text | Rich Text Area | Multi-line, formatted text area for longer content. |
| Lookup | Dynamic Entity | Pulls values directly from a selected system entity (e.g., Users). |
| Milestone | Project Link | Selects one or more milestones from the current project. |
| Percent | Numeric (%) | Accepts percentage with decimals. Can be edited inline or with a slider. |
| Text | Short Text | Up to 256 characters. For longer input, use Long Text. |
| User | System User List | Select user(s) from dropdown or checkboxes. Works only on project-linked entities. |
| Value tree | Multi-Select Tree | Hierarchical list allowing multiple selections. |
Usage Notes
- Use Key/value list instead of List when updates must affect existing records.
- Lookup is preferred over User custom field for non-project-linked entities.
- Boolean fields marked as "required" with a checkbox do not force user interaction.
- Default values appear only after entities are updated post-field creation.
- Always include protocol (e.g., https://) in Link fields for proper functionality.
- Use Long Text responsibly; it is not intended for extensive documentation.
Examples
- Use Percent to track task completion rates.
- Use Autoincrement to create unique ticket IDs by project.
- Use Milestone to tie a custom field directly to planning objectives.
Further Reading
- Custom Fields in Administration (Explanation)
- Creating and Managing Custom Fields (How-To)
- Field Visibility and Permissions (Reference)
